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So you get the notification from Skype for Business that you have a voicemail. Track it in CRM so that the voicemail will be associated with the person who sent it to you, right? Not so fast. When you track an email from an automated source, such as voicemail notifications, the network scanner, or other […]
Tip #476: Make your lookup pretty and useful
Bonjour, comment ça va! CRM Tip Of The Day is going international and today’s guest is Clément “Bienvenue chez Lagny-le-Sec” Marty Clément continues our stream of tips about lookups and, being French, succinctly explains how to make them prettier and more useful at the same time. If the principal attribute (the name of the record, […]
Tip #471: What will stop your form from closing
tl;dr Setting data validation error on the form level with Xrm.Page.ui.setFormNotification call will NOT stop form from closing, setting errors on individual controls with Xrm.Page.getControl(arg).setNotification, on the other hand, will. To achieve even better results, use business rule instead of the javascript. Slightly longer version Friend of mine pinged me to help with the script […]
Tip #469: Sorting lookup field quick preview
Most of the time Joel is very helpful but sometimes he’s just plain grumpy: I’m finding that the lookup field quick preview list does not honor sort order. In this example I have a “sequence” field that sorts the list in the desired order: If you go to the lookup dialog, it honors the sort […]
Tip #460: Missing EmailAddress1 Field?
If your company has been upgraded to CRM 2015 and you do any type of bulk emailing to your clients and happen to do them to not only Contacts but Accounts also, you may be searching for an important piece of information. What’s the missing item? The Email address field (emailaddress1) was dropped off the […]
Tip #457: Get your icons here
When adding custom entities to Microsoft Dynamics CRM, adding icons for you entities is an important fit and finish detail. However, finding the right icon in the right size can sometimes be a challenge. Here are two of my favorite resources for finding flat icons that generally look good in CRM 2015. www.flaticons.net Includes 2,500 […]
Tip #436: Business rules rule, OK?
tl;dr Longer Had an awesome Skype conversation with the customer while driving sitting in a parked car with the engine switched off, parking brake applied and keys out of ignition. Here’s my thousand words’ version.
Tip #429: Calculating with empty fields
Calculated fields are all the rage, it seems. Today’s tip is from the Lego land, and it does look that CRM people over there do have very long daylight hours to come up with awesome tips. Plus their names look cool. See for yourself, passing the baton to Stig “Not that Stig” Højmark Jensen. Hi Tippers […]
Tip #425: Track your parcels in CRM
It’s great to see how new features like business rules and calculated fields are changing the status quo in CRM development world. Today’s guest post is from Matt Pope is a testimony to that. (Got a tip of your own? Send it to jar@crmtipoftheday.com) Delivery Tracking and delivery notifications I currently have a customer that […]
Tip #422: Search faster by searching less
I’d like to be able to search contacts by first name and last name. And middle name. And birthday. And employee id. While you’re at it, add spouse name, comments, city, country, phone number (all of them) and freight terms. So, what a smart CRM consultant to do? Open Quick Find Active Contacts view and […]