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 #726: Dude, where is my option to export for update?

Export Excellence

Question I recently noticed that in version 2016, the option to export records for update (available in version 2015) has vanished from the Export To Excel dialog. This SDK article describe the Import process as if this option is still available. Can anyone clarify this feature status? Is there any other method to update existing […]

Tip #723: Using Related Data in Dynamics CRM Document Templates

DNA Replication

Here we expand on the use of Document Templates in CRM 2016. We look at the different options available for including related data, talk about some of the limitations, and finally walk though how to create a template that uses data from different related records. (both parent and child) Give us your feedback, all of […]

Tip #720: Thoughts about IP restrictions for your CRM Online logins

This image is not available in your country

There are almost daily improvements to CRM Online management facilities. Just as we managed to catch our breath after on-demand backup and restore were made available for CRM Online, we now have an ability to put trusted IP rules in place. Even though there were numerous tweets and pingbacks about the article I thought I’d […]

Tip #718: Tipster guide to Dynamics CRM and Machine Learning – Part 2

Robot suggestions

In this video we expand on the Machine Learning topics from the previous video. We show you how to configure Topic Analysis on Knowledge Articles, for better analysis for cases from inside CRM. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in […]

Tip #716: Conditional values in Word templates

Flying pig thumbnail

Word templates introduced in CRM Online and CRM 2016 are not the easiest contraptions to edit. One of the questions that popped up in a recent conversation was how to use conditional IF in the document generation. tl;dr To refer to the control values after the document has been generated, wrap content controls using bookmarks […]

Tip #715: Backup and restore CRM Online at will

Floppy backup

Derek “clients call him ‘The Guru’” Hughes has been our follower for some time and today he returns the favor with some interest because his tip is hot. We haven’t seen any announcements or heard anything in the official channels regarding backup and restore coming in any wave updates. Edit: official announcement and documentation are […]