¡Hola, amigos! Like if we did not have enough of Spanish at the eXtremeCRM Madrid 2015, we have Pablo “CRMGamified” Peralta in da houz with another spicy tip! How to setup the new rollup fields to count the number of cases associated with a contract line Hello, In this article I will explain step by […]
Andre “I’ve got 88 in my handle” Margono reports from the development trenches: Based on the recommended practice to get the latest assemblies of Dynamics CRM SDK through Nuget I encountered one problem when I recently working on a demo with a CRM online instance. Tipp Jarr: the problem Andre has encountered is that when […]
Mini truck stop. Finally, something exciting to discuss – money! Today’s Roles The Self-Healer: Jerry “I’m still in Kansas” Weinstock For The Affirmative: Mitch “Snapshot” Milam The problem, by Jerry I have two rollup fields on a form – one for decimal and the other for currency – both pulling from the same child entity. […]
Those with black belt in XML are familiar with the technique of building a FetchXML expression for NOT IN clause (e.g. accounts with no activities) and then sneaking that XML into a view definition to create non-editable view that returns the desired results. What about the rest of us who don’t have the skillz or […]
Dynamics CRM 2015 update .01 (the update formerly known as update roll up 1) adds some much needed performance improvements to Quick Find for on premises deployments. Watch this video for details of how the index architecture was changed to (in some cases) provide dramatically faster quick find performance.
To paraphrase Django Unchained: What is the point of having a website page that speaks CRM books if you can’t wheel ’em out when you have a CRM book-loving guest? So, without further ado, a small plug about not so small book where all surviving tipsters left their mark. 2013 CRM Field Guide released – […]
There recently have been some changes to the terminology surrounding CRM updates, update rollups, and service packs. Long term the new naming/numbering scheme will probably be more consistent than saying “CRM 2013 SP1 UR2,” But it may confuse people used to the traditional names. Update Rollup 1 has just been released for CRM 2015, but […]
If you update the name format in CRM system settings, new records created will have the new full name format, but what about existing records? The format of the full name will not be updated on existing contacts automatically. To change the format on existing contact records, update something about the name on the existing […]
Welcome to Tip 365. We finally have enough tips to fill a non-leap year page-a-day calendar. In yesterday’s tip about the release preview guide for the spring release, we mentioned that date only fields were coming. Here is more details about this fantastic feature. Update 1 adds a “Behavior” field that determines how the date […]
The Spring 2015 update for CRM Online is coming soon, and last week Microsoft published an updated Release Preview Guide that includes all of the details about the spring release. Download it here. There’s lots to love about this release, my favorite three are: New navigation Date only fields New tracking options (including smartphones).
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