After your Dynamics CRM 2013 organization is upgraded to SP1/Spring ’14 update, and you install product updates in the Settings–>Administration area, you should see a new link called “Service Management” in the Settings area. If you don’t see this link after you install the product updates, clear your browser cache or click CTRL+F5 If after […]
You may have wondered what to do with all fiscal periods when they are not used by the business. Turns out, they could come really handy for crafting some advanced views. Just yesterday I needed to find in our CRM all past time entries excluding current month, that have not been invoiced yet (of course, […]
Don’t leave your end users scratching their heads due to the number of unused fields listed in Advanced Find. Ensure you set the Searchable characteristic of all “unused” attributes to No. Unused attributes are those fields that do not show up in Views or on Forms. From an end user perspective, they are not used since […]
One of the new features of Microsoft Dynamics CRM 2013 is the ability to use Quick Create: The Quick Create menu contains multiple entities out of the box but you can remove an entity the organization is not using by following these 3 simple steps – we will remove the “Competitor” entity in this example: 1. Navigate […]
This week has all been about workflows and waiting. To finish it off, we’d like to present a short video demonstrating how to schedule a long running process (sending anniversary gifts to contacts in this case) without creating a bunch of forever waiting workflows. It’s done by using wonderful solution by Lucas Alexander. We also […]
This week’s tips all seem to be about workflows and here is an old favorite of mine. I always found it interesting how non-intuitive wording around Timeout condition pushed majority of developers to use rather convoluted but easier to read and understand Wait conditions when a workflow needs to be paused for a fixed duration. […]
George, work location just keep disappearing for multiple contact records “This is not happening”, I thought to myself, there are no workflows, no scripts, no – gasp! – triggers on contact entity in this particular implementation. But surely enough, enter a value into the custom work location field and it will disappear shortly afterwards. Then […]
One of the changes from CRM 2011 to CRM 2013 is that the display name on the form for a field no longer wraps to the next line. It just kinds of fades off into the sunset. You can fix it by changing the width of the section that the fields is in. Take a […]
When creating new entity in CRM organisation, there is a temptation to click, click, click, create the entity and quickly proceed onto customizing form, adding fields and creating mighty relationships. Isn’t it what the power of Dynamics CRM is all about? Well, yes and no. Pause for a second, take a deep breath and think […]
We use email router to send outbound CRM emails via Office 365 accounts. In our configuration email router is set to use user’s credentials, i.e. we need to enter our O365 passwords in user settings in CRM. When password in O365 expires, people (read: me) simply forget to adjust passwords in CRM, especially those for […]
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