Someone at Microsoft has heard our online vs on-premises battle and decided to resolve it once and for all. CRM 2016 – Online vs on-premises features FAQ is now available on the Help & Training site. Some things are interesting and unexpected, others – not so much (like “Switch or delete an instance of CRM […]
Tip #572: Tipster guide to Dynamics CRM 2016 Customizing for Interactive Service Hub
In this video we introduce to the new customizations options that are available for the new Interactive Service Hub as part of Dynamics CRM 2016. We will look at the new interactive Dashboards, entity forms, and entity dashboards. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. […]
Tip #569: Migrate knowledgebase articles to Interactive Service Hub like a boss
If there is one bonus take away from the yesterday’s tip, it’s existing KB functionality will soon be deprecated so it is advisable to transition to new KB as soon as possible. So people started to ask, how to do that. tl;dr Long version Yes, some assembly is required. Good news, it’s not that difficult. […]
Tip #568: Disable new knowledgebase article notification
Mini Truckstop Gotta love truckstops. Someone asks an interesting question, bunch of people send the answers in, all we need to do is to copy, link, verify, write some code, double-check, remove sensitive information, format, test, publish. Easy! This time the question comes from none other than Julie “There is no place like home” Yack. […]
Tip #567: Tipster guide to Dynamics CRM 2016 New Knowledge Base Articles
Friday is the name of the day and another video is ready to be consumed. Dynamics CRM 2016 introduces new Knowledge Management capabilities, that include a new WYSWIG editor, the ability to delay publishing, article expiration, and much more. In this video we walk you though a tour of the new Knowledge Articles. Give us […]
Tip #563: Where did my column go?
You are configuring a form, and you remove the sections from the third column of the tab. Then you find you can’t move any sections to the third column. To fix this, close the form and reopen it. The third column will have a section in it, and you can move other sections to that […]
Tip #562: Tipster guide to Dynamics CRM 2016 New Visual Controls for Mobile Clients
Woot-woot! It’s Friday, folks, time for another animation. Dynamics CRM 2016 introduces new visual controls that can be used on a variety of different fields types to enhance the user experience on both the Tablet and Phone clients. These mobile controls range from sliders that can be used on numeric fields, to input masks, and […]
Tip #561: Custom Activity Forms
One of the great features in the last several releases of Dynamics CRM is the ability to create custom forms. However, in the area of Activities this isn’t 100% correct. While you can create custom versions of the activities: Task Fax Phone Call Email Letter Campaign Response Campaign Activity Text Message There is no New […]
Tip #557: Tipster guide to Dynamics CRM 2016 Interactive Service Hub
This Friday we continue review of Dynamics CRM 2016 many new features and enhancements. In today’s video we provide you with an overview of Dynamics CRM’s new Interactive Service Hub feature. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or […]
Tip #556: Rumors about Microsoft.Xrm.Client death are exaggerated
Update 18-Nov-2016: Bugs reported have been fixed and there are no compelling reasons (beyond the support of the existing codebase) to continue use of Microsoft.Xrm.Client. One thing you’d notice about Dynamics CRM 2016 SDK is that some of the assemblies has gone MIA. For example, Microsoft.Xrm.Client, a home to some useful developers extensions, including a […]