Say you installed the PSA solution in your sandbox environment, and you decided that you aren’t quite ready for it, so you want to remove it. However, when you try to uninstall the solution, the process fails, but the log gives you no indication about what is causing the conflict. This was where we found […]
Tip #714: Avoid solution bloat with the new solution component framework
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 #619: Solution compatibility
I recently gave someone bad advice–on the CRM Facebook group, someone asked if solutions could be imported from CRM 2013 to 2016. I was under the mistaken impression that the solution had to be imported from the current or previous version. However, as mentioned in the version compatibility section of the CRM SDK, solutions from 2013 […]
Tip #612: Tipster guide to Voice of the Customer – Question Design
As everyone is very busy sinking their teeth into CRM 2016 Spring Wave new features, one development seems to have slipped under the radars. Despite all the rumors, CRM Mobile Express has not been deprecated or abandoned but, instead, trimmed down and streamlined for the installation on top of the MS-DOS Mobile. This works extremely […]
Tip #607: Tipster guide to Voice of the Customer – Distributing Surveys
This Friday is special in some parts of the globe but our US comrades don’t get a well deserved holiday. Neither do tipsters. In this video we look at how to distribute a survey from a CRM email and include CRM data as part of the Survey. Give us your feedback, all of it: good, […]
Tip #602: Tipster guide to Voice of the Customer – Introduction
At long last Friday is making its way around the globe. Dynamics CRM 2016 recently release it’s Voice of the Customer Survey solution. In this video we explore the basics of VOC, such setup and configuration, fundamental components, and Survey Creation. Give us your feedback, all of it: good, bad, and ugly, I’m sure we […]