Tip #764: How to customize schedule board slots

UPDATE 03-JUL-2018 Following the discussion in the comments section: since version 8.2 customized booking doesn’t apply when using the schedule board daily, weekly, or monthly views. The good news is that this feature is on the roadmap! Original tip Schedule board is one of the centerpieces of the Dynamics 365 for Field Service (yep, that’s […]

Tip #759: Create a persistent backup of your instance

Clock is running out latte

Now that you’ve mastered the backup and restore for your CRM Online organization, you may be wondering, now what? Backups are only held for three days, that’s not very useful, is it? Well, actually, it is. These transient backups are very useful if you perform some scary-looking update to your production instance. But more importantly, […]

Tip #756: Friendly Name Mismatch between Browser and Outlook

Mismatch

If you go into the Dynamics CRM Portal and change the Friendly name for your CRM organization that changes it for everyone when they access CRM via the browser. But it doesn’t change the name in the Outlook client. Each user will have to change it manually. Lets see how this works. FacebookTwitter

Tip #737: Introduction to the portals

Portal gun

This years Spring Update saw the inclusion of Portal Capabilities for Dynamics CRM online. If the first video in our Portal series, we walk you through some of the configuration options, as well and introduce some of the basic functionality and editing options available. Our longest video yet. Give us your feedback, all of it: […]

Tip #733: Using Dynamics CRM Feedback Entity

Grumpy cat feedback

The 2016 Spring update for both Online and On-Premises, introduced the ability to capture Feedback on different entities in your CRM deployment. In this video we demonstrate what the Feedback entity is used for, and walk you through setup and configuration. Give us your feedback, all of it: good, bad, and ugly, I’m sure we […]

Tip #732: Knowledge Management is disabled for custom entities

Knowledge not found

When creating new entity, follow step-by-step instructions and you’ll be fine. Except if you want to enable the entity for Knowledge Management later on, you’ll find the relevant checkbox disabled. What the? To work around this behavior (that looks suspiciously like a bug), open Settings > Service Management > Embedded Knowledge Search, check the box […]

Tip #728: Install CRM for Outlook using SCCM

Complicated control panel

When questions come all the way from Gustaf “Surströmming” Westerlund, some people including Gayan “Performance Wizard” Perera cannot keep still. Question According to Deployment and Administration Guide, it is not supported to install CRM for Outlook using System Center Configuration Manager for CRM Online or CRM 2016. Gayan’s SCCM Ultimate Guide We’ve used SCCM to […]

Tip #727: No currency in Field Service Mobile

Empty wallet

Field Service in Dynamics CRM is massive – lots of entities, lots to configure, lots to learn. One of the nicest features on my books is a Resco-based mobile app, Field Service Mobile, fast and user-friendly. When Field Service Mobile starts for the first time, it may display an error message: Exception while fetching entity […]