Continuing where part I left off, we look more at the management options available with Project Services. We show you how to add and assign Tasks, manage work, submit and approve time sheets and expenses, and perform basic reporting. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take […]
If you’ve been playing working with the Dynamics CRM content packs for Power BI, you probably know that for custom OptionSets attributes you get only the numeric value and not the associated label. If you read our tip #684, you know it’s probably because Power BI does not send annotation preferences to CRM. The team […]
Guido “Trekkie not Star Wars fan” Preite is on a roll this week. His customer was facing an annoying bug on the Quote Product subgrid inside the Quote entity. When he creates a new Write-in product, then proceeds to change the price or the quantity, and the autosave kicks in, the value is restored to […]
In this video we take our first look at the new Project Service Automation feature for Dynamics CRM Online 2016. We look at how the project works and discuss some of the key concepts. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either […]
Who in their mind would want to reset a CRM Online production instance?! How about a trial you have provisioned for a customer, then pushed CRM to the limits by trying out different combinations of the solutions and then accidentally acquired dependencies on 3rd party solutions that are now difficult to remove? Trial that has […]
In this video, we look at how to set up and define agreements in Dynamics CRM Field Services. When agreements are created you have the ability to have the application auto generate the bookings and work orders. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest […]
If you are in the business of Dynamics CRM, especially CRM Online, it’s worth from time to time look up the latest Microsoft Dynamics CRM Online pricing and licensing guide. Goal posts move as does the food derived from milk by coagulation of the milk protein casein. CRM licensing team listens to the feedback from […]
I rarely read terms of service but something jumped at me when trying to install the portal solution: The license terms for the Online Service apply to your use of this supplement, except as follows: Customer is explicitly prohibited from using the supplement to design and transmit promotional SMS messages either via the Twilio integration […]
Turbocharge your PowerBI Connectivity to CRM – Amaze your friends and strangers! Working in a hardened bunker deep on the mysterious island of “Advanta”, the Microsoft CRM team’s top scientists have unleashed a powerful new API for connecting to CRM. It’s known only by the secret codename “Instance Web API” and today your semi-humble tipster […]
Sparkling new Unified Service Desk 2.1 is available for download. Good news: available solutions have been redone, renamed, improved and now make much more sense. Choose between vanilla, upgrade, CRM Web Client and Interactive Service Desk versions. That’s right, version 2.1 added a hosted control for ISH forms and the entire sample solution is built […]
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