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 […]
In Tip 224 we gave a solution for using email templates for signatures in emails sent from the CRM web interface. While this works, it is not automatic, and it has some limitations around logos and other formatting options. Well you don’t need 224 anymore! CRM 2016 update 1 (aka spring wave) introduces email signature capabilities […]
Turbocharge your PowerBI Connectivity to CRM – Amaze your friends and strangers! Working in a hardened bunker deep on the mysterious island of “Advanta”, the Microsoft CRM team’s top scientists have unleashed a powerful new API for connecting to CRM. It’s known only by the secret codename “Instance Web API” and today your semi-humble tipster […]
Sparkling new Unified Service Desk 2.1 is available for download. Good news: available solutions have been redone, renamed, improved and now make much more sense. Choose between vanilla, upgrade, CRM Web Client and Interactive Service Desk versions. That’s right, version 2.1 added a hosted control for ISH forms and the entire sample solution is built […]
In the first video in our Field Service series, we explore the capabilities this solution provides when added to Dynamics CRM. We walk you through basic setup and navigation and explore how to create and use work orders. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. […]
This is a sweet lesson for all the lovers of the undocumented functions. On odd occasion yours truly is guilty of being lazy and choosing a shortcut worthy spießrutenlaufen. From time to time those fits of laziness come back hard. For a long time I’ve been using SaveAsCompleted internal function on a command bar for […]
With the exception of the Queen who, according to Oscar Wilde, “is not a subject”, subject entity has always been a subject for complaints. Simple search on Dynamics CRM Feedback site shows a long wishlist where people wanted to filter the subject tree, being able to type in subject lookup, have multi-lingual support, use it […]
Selecting a good name for an organization in CRM On-premises has always been a challenge especially when you automate provisioning of your CRM organizations. At least one would hope that the chosen name would stick. However, our special correspondent Mehmet “Sputnik” Ozdemir reports from the trenches that organizationid and name fields in the organization entity […]
I’ll start today’s truckstop with a rant (which, in itself, is nothing unusual). <rant> Why do I always have to type up Joel’s tips for him? What world are we living in when even Jukka “Kalsarikännit” Niiranen does not know the answer? </rant> Jukka New 2016 instances of CRM Online no longer show the custom […]
When I receive an email from Mitch “Only in Texas” Milam with the subject “Well, this is interesting”, I know it will be just that. Last week was no exception: Did you know (in 2015 at least) you can change the processed and staged fields on a Won Opportunity, without reopening it? No, I didn’t […]
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