Good, old, and fairly reliable components like email router tend to slip under the monitoring radar. They work for months on end and it comes as a surprise when they stop and, in a lot of cases, we discover the problem only because users start complaining. For quite some time Dynamics CRM 2015 Email Router […]
Tip #695: Full text search and field length
If you are on CRM 2015 Update 0.1 or later, you can enable full text search and make the quick search in CRM perform faster. If you do this, there is one drawback of which you should be aware: you will not be able to modify the field length of any field set to be a […]
Tip #692: Extract Word and Excel templates from CRM 2016 like a boss
The creativity of our fellow CRMers does not stop to surprise me. They go to the extraordinary lengths to avoid code because, as the true masters of their craft, they do not parade
Tip #691: Extract an existing Word Template from CRM 2016
In CRM 2016 we have the fantastic Word Templates feature with which users can generate finished documents in just a few clicks. Far easier than the old mail merge options, and no need to have locally installed versions of Word, the Outlook client and so on. But one annoying limitation of the feature for many […]
Tip #690: No field level security for alternate keys
There were many people taking part in this discussion but I’m just going to take all the credit for providing the summary here. Contributors can claim the free drink from me when we meet. If you are planning to use alternate keys to access CRM data, keep in mind that the fields with field […]
Tip #685: Support requests for your CRM Online customers
If your CRM Online customer is experiencing a problem, one of the options is to create a support request in O365 portal (hopefully before the wheels start falling off). As it turns out, there are customers and then there are customers. “Normal” accounts MSOLP accounts provisioned via O365, would have an option to create a […]
Tip #684: Annotate your OData
One of the advantages of the Web API is its ability to fine-tune and annotate the returned data thus avoiding excessive round trips and generally relying on the server to do the heavy lifting. Even Daryl “New MVP on the block” LaBar admits in his tip that he was not aware that it is possible […]
Tip #675: Missing custom KPIs
Service Level Agreements are now available on custom entities as of CRM Online 2016 Update 1 and CRM 2016 Service Pack 1 (on-premises). Even better, you can add custom KPIs to your SLA Items to monitor some additional parameters (datetime only, unfortunately, but I guess it’s due to the fact that time does not go […]
Tip #673: Tipster guide to incident types in Dynamics CRM Field Services
We are back after a fortnight with another installment on Field Services. In this video we look at how you can define incident type that can be used to generate specific items for work orders in Dynamics CRM Field Services. We also explain how to work with Service Tasks. Give us your feedback, all of […]
Tip #672: You may be an enterprise
If you are in the business of Dynamics CRM, especially CRM Online, it’s worth from time to time look up the latest Microsoft Dynamics CRM Online pricing and licensing guide. Goal posts move as does the food derived from milk by coagulation of the milk protein casein. CRM licensing team listens to the feedback from […]