Tip #568: Disable new knowledgebase article notification

New KB notification

Mini Truckstop Gotta love truckstops. Someone asks an interesting question, bunch of people send the answers in, all we need to do is to copy, link, verify, write some code, double-check, remove sensitive information, format, test, publish. Easy! This time the question comes from none other than Julie “There is no place like home” Yack. […]

Tip #535: Licensing Microsoft Dynamics Marketing trial

Stopping the truck again, otherwise Daniel “Soft king” Cai won’t be able to market his awesome products. Daniel: Computer says “No” I wonder what criteria it is to get a MDM trial. I have successfully requested a new MDM trial, but when I try to assign myself a license for MDM, I am getting the […]

Tip #526: Team is always more than sum of its parts

Another mini truck stop, this time to assist Dylan “Not a real Kiwi” Haskins preserve his sanity. tl;dr If a team has user-level privileges, members of that team will NOT have these privileges for the records owned by individuals and not the team. For example, if the team has a user-level create privilege then a […]

Tip # 506: Knowledge management best practices

We don’t do full truckstops very often but when we do, they are full of wisdom and knowledge. Knowledge, that needs to be managed. Today we have some distinguished truckies sharing their views on the subject: Mitch “Only in Texas” Milam, Nicolae “Almost Tesla” Tarla, Adam “Parature” Hong and Shan “I used to be an […]

Tip #502: Who moved my activity

Workflow ownership

tl;dr When record ownership is important, use synchronous workflow that impersonates the caller. The Stop One of the signs of greatness professionalism is not to be afraid to ask questions, no matter how trivial or silly they might sound. Mitch “Only in Texas” Milam has the microphone: Q Hi Folks, This is such a basic […]

Tip #491: If your appointment is disabled on mobile

Readonly on tablets

Stop the presses! Scott “Captain Redlaces” Sewell, in his relentless pursuit of, er, hm, ugh, perfect CRM, has solved another mystery surrounding the world of mobility. tl;dr Appointments in scheduled state appear as read-only on mobile devices. Did read I’m sure you’re disappointed with the length of the tip, just as I am, so here’s […]

Tip #452: How to use SSL certificates internally

tl;dr Get a wildcard SSL certificate for your domain, reserve some names for internal CRM (e.g. internalcrm.contoso.com) and use internal DNS to resolve those addresses internally-only. If blah.foobar.local is required, domain CA should be used to issue an internal only certificate with trust implied. The Stop Our own Joel “Standing on the shoulders of other […]

Tip #431: Avoid Silverlight when living on the Edge

If you ever wondered whether the move of CRM development team under Scott Guthrie is a good idea, now we have the proof. That’s right, details about the support for the upcoming versions of OS, browser and Office have already emerged. Some vigilantes, like Jason “Scintillating” Lattimer, have kept their cool heads and pointed out […]