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

Export Excellence Award

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 #721: Tale of a small change

Sisyphus

Dynamics CRM does an excellent job hiding complexities of the relational design, solid data model, and friendly and consistent UX. Quite frequently CRM customizers and developers are the ones who’s paying the price. User advocate: We have a custom text field on the contact entity called Position but noticed that users type almost the same […]

Tip #717: Multi-line text on quick view forms

I will not use salesforce

Quick View forms are awesome, they are peekaboo utility for your records and can be used when summary information is required. There are some restrictions in place to make these forms fast and efficient. One of the restrictions is that all formatting options for controls are taken away. As usually the case, baby was thrown […]

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 #714: Avoid solution bloat with the new solution component framework

Bloat fish

Adam “you say gotcha, I say undocumented feature” Vero has the microphone. The ability to add individual components to a Solution in 2016 is great, with or without the formal patch clone, update and rollup features. You can add just the things that you are actually changing to deliver the requirements for a sprint, or […]

Tip #712: How to add a spacer to CRM Business Process Flow

Tile spacers

With so many tips to share, Daryl “New MVP on the block” LaBar is on a fast track to become one of our resident tipsters. Here is another good one. The CRM form designer has a spacer control allowing to achieve some finesse in the form layout. This feature is sorely missing in CRM Business […]

Tip #676: Keep your pants on and timestamps intact

Illusion of integrity

Let’s say you have a field that requires complex calculations that are impossible to express as a calculated field. For example, the requirement could be to figure out the “real” full name for a contact taking into account the country, ethnicity, contact’s preferences, their royal title, and a phase of the moon. The first reaction […]

Tip #667: Return from the Land of No Return

Wherein we learn to disable the Notes, Activities, Connections, Feedback, Queues, And/Or change the “Ownership” model option on a Custom Entity. Why do I Care? Recently I received a solution file where EVERY custom entity had been created with ALL the default options enabled. Even entitles that serve only as simple “lookup” lists had Notes/Activities/Connections/Feedback […]