Not United States Dollars, I’m afraid. Unified Service Desk, the quite achiever in the Dynamics family, and the secret sauce to any successful call center implementation. In addition to having CRM (any version from 2013 SP1 up to CRM Online 2015 Update 1 will do), USD initial setup even for the development is very trivial: […]
Tip #449: CRM Online Trial Setup – Update
Our Tip #91: CRM 2013 Online Trials Direct Link provided the url to start the signup process for a 30 day trial of CRM Online. Several months ago Microsoft started offering a concierge service to improve the first use experience. But if you are an experienced end user or a partner that is just spinning up a […]
Tip #448: Tipster guide to Dynamics CRM for Phones: Customizer View
Dynamics CRM recently released an updated Dynamics CRM for Phones app as part of the Spring Update 1. It’s Friday and it’s time for a video walk-through. 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 by sending your ideas […]
Tip #446: How to avoid overwriting audit and duplicate detection flags
tl;dr To avoid overwriting some of the system entities flags for the customers, manually remove those flags from the managed solution files. WARNING! Super-duper unsupported. Some juicy details If you are a Dynamics CRM ISV or an infrastructure group within a large enterprise then, most likely, you distribute one or more managed solutions to your […]
Tip #443: Tipster guide to Dynamics CRM for Phones
Dynamics CRM recently released an updated Dynamics CRM for Phones app as part of the Spring Update 1. It’s Friday and it’s time for a video walk-through. 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 by sending your ideas […]
Tip #438: Tipster guide to Office 365 Groups: end-user
It’s Video Friday again. After setting up and configuring Office 365 Groups last friday, now it’s time to start using them. 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 by sending your ideas to jar@crmtipoftheday.com.
Tip #433: Tipsters guide to Office 365 Groups: Administration
It’s Video Friday again. We continue our explorations of CRM Online new features with this week introduction to Office 365 Groups and what do you need to do to get it up and running. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either […]
Tip #414: If Bing does not show up
Sometimes we all can suffer from a bit of scotoma — inability to see things right in front of your eyes. Today’s tip is from Matt Johnson is a timely reminder. Looks like some default settings in CRM may be subject to change without a notice (and without us noticing). Recently we provisioned a CRM […]
Tip #410: How to create non-interactive user while saving foot from injury
Non-interactive users (available in CRM Online only) are defined as the users that “… can access the system but only through the Web service”. That makes them perfect for use as integration accounts. That and a small fact that they do not consume a CRM license (in quantities five or less). To create non-interactive user […]
Tip #405: Convert Your SQL To FetchXML The Easy Way (or Cai)
Kingswaysoft has recently updated their SQL2Fetch Convertor Let’s say you are moving from CRM On premises to CRM Online and you want to update your reports to work with CRM Online, you can take the SQL query from your report, paste it in the SQL box and click the “convert” button to generate FetchXML. This […]