Tip #1155: The Clock is Ticking on Your Endpoint

This is very much a collaborative post. Leon had a first go at it, George threatened to rip it all apart if posted because of the tiny technical inconsistencies. The verbal abuse discussion ensued, links were cross-checked, and now we have this. We have known for a while that the Dynamics CRM 2011 endpoint is […]

Tip #1153: When Upgrading, Consider the Whole Ecosystem

It is that time of year when people turn their thoughts to upgrading; the October 18 release has been announced and for those on Dynamics 365 Online v8, the clock has started. I was recently with a client who had a pretty typical setup. They had Dynamics 365 Online, NAV 2016, and an online shopping […]

Tip #944: Flow just got more expressive

Emotions and expressions

Just as we learned that Flow users now have a graduation path to the Logic Apps, the team has released another awesome feature blurring the gap between the two. Flow now has Expression tab that allows some data manipulation as part of an Action. Simplest scenarios include date and string manipulations; thrill seakers can self-inflict […]

Tip #903: Scribe Insight error after Dynamics 365 upgrade

Peaceful bug (insect)

This tip of the day comes to us from Alexandros Miaris. (And you can send us your tip to jar@crmtipoftheday.com. After a recent upgrade to Dynamics 365, we received the “metadata contains a reference that cannot be resolved” error message when trying to connect to Dynamics from the latest version of the Scribe Insight Workbench. This […]

Tip #411: The New Dynamics CRM LinkedIn Integration

LinkedIn recently released a new Dynamics CRM integration for LinkedIn Sales Navigator. This solution allows users to send InMail directly from Dynamics CRM and access company and profile data from CRM accounts, leads, and contacts. Download the managed solution Get the installation guide Read Bob Stutz blog post announcing the integration What you need to know […]

Tip #262: Deeper Lync Integration

You probably know about the Dynamics CRM Lync integration that allows you to see presence notification for contacts and users and allows you to click on a phone number to initiate a Lync call. But there are also additional integration points that are possible if you also use CRM for Outlook: Conversation tracking: Whenever you have […]

Tip #237: When moving data, keep the record ID

When you are migrating data between two CRM environments, such as going from CRM On Premises to CRM Online, one of the best things you can do is move the record ID (GUID) of the records. This way, if you have a relationship or a lookup field that references another record, you will not have to do […]