Tip #692: Extract Word and Excel templates from CRM 2016 like a boss

Military Extraction

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 the skills just for the sake of it. But, as I was preparing the awesome tip #691 I couldn’t help but repeat […]

Tip #691: Extract an existing Word Template from CRM 2016

Tooth Extraction

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

Bunch of 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

When the wheels are falling off

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 #667: Return from the Land of No Return

Wherein we learn to disable the Notes, Activities, Connections, Feedback, Queues, And/Or change the “Ownership” model option on a Custom Entity. Why do I Care? Recently I received a solution file where EVERY custom entity had been created with ALL the default options enabled. Even entitles that serve only as simple “lookup” lists had Notes/Activities/Connections/Feedback […]