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 […]
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 […]
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 […]
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 […]
The end of the free lunch is now here!. It used to be that after spinning up a 30 day trial you could go back to CRM Support at least once and get a 30 day extension. Well you can still get the extension but you are going to have to give up your credit […]
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 […]
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 […]
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 […]
Have you ever wondered what is ROI (return on intestment) for CRM Online is? If you are in sales, I bet you’ve been asked this question many times by your prospects and your customers. Wonder no more. Learn more about the benefits, costs and risks associated with a CRM implementation in the Total Economic Impact […]
In this video we look at some of the integration options available with Dynamics CRM and Power BI. We show you how to use the Sales and Service manager content packs, connect to a CRM online instance, and how to surface Power BI info in CRM. Give us your feedback, all of it: good, bad, […]
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