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With the new Excel export in CRM 2015 and later, if your view includes the Full Name field, when you export to Excel, your Excel spreadsheet will include three additional fields: First Name, Last Name, and Middle Name. The reason for this change is because all static worksheets are formatted for reimport now. This is […]
Tip #622: Tipster guide to CRM 2016 Document Templates
Friday again, folks, time for video break. In today’s video we explore the new document template feature that was introduced in CRM 2016. We walk you through creation, editing, and uploading back into CRM. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either […]
Tip #621: When migrating notes, sort correctly
Dynamics CRM 2013 and later sort notes by modified on date. This means that when migrating legacy notes into CRM , it is important that you sort the source data correctly, so that notes will appear in the correct chronological order after the migration. Sort notes by created on ascending. This will load the oldest […]
Tip #620: The Forgotten Three
We would like to take a moment and pause to remember three features that were introduced in CRM 2011 that were all the buzz at the time, but have sadly been forgotten. While they were the cool A-list stars of CRM 2011, they now sit in the back of the CRM cafeteria while all the […]
Tip #609: Higher SQL compatibility level does not mean better
Gayan “Performance Wizard” Perera continues to live up to his nickname with another awesome performance tip. tl;dr Beware setting the SQL database compatibility level to a level higher than 110 on a CRM 2016 system. The scenario You have an entity with more than 5 secured fields. When the record is opened it either times […]
Tip #608: Generate documents in code
CRM 2016 has the ability to generate documents using Word templates. For workflows there’s a custom action called SetWordTemplate which can be added via Add Step > Perform Action > SetWordTemplate. But what if you want to generate the document in a plugin, javascript or in external application so that the functionality can be used by custom […]
Tip #598: Illustrated tipster guide to CRM forms
With every new release of CRM we seem to acquire one or two new form types and it’s becoming increasingly difficult to keep track of what form to use where and what is supported or not supported for a particular form type. Introducing illustrated tipster guide to CRM forms. (As you can see, we completely […]
Tip #597: Tipster guide to Creating Business Rules Based on Business Process Flows
Friday. ‘Nuff said. Dynamics CRM 2016 introduced a new feature that allows you to create Business Rules, that can execute based on Business Process Flows. Here we show you how to configure this option. If you prefer reading, this non-animated version will guide you through. Give us your feedback, all of it: good, bad, and […]
Tip #590: The list has not finished loading
In a recent deployment of CRM 2016 on premises, users started seeing an error message when setting regarding in the CRM Outlook client: The list has not finished opening. Try your request again. All Binoogle searches found were forum posts saying that it had been fixed in CRM 2011 Update Rollup 10. This made me […]
Tip #578: No privacy in Interactive Service Hub
When trying to access Interactive Service Hub you may receive “Sorry, something went wrong while initializing the app” error: It’s caused by in-private mode in the browser (which is a standard approach to work with multiple CRM environments). Good news is that it’s a known issue and the fix is in a pipeline. Until then […]