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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
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
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 #444: When any time will do
Why sometimes it’s easy to write a mini truckstop tip? Because all you have to do is to stop and listen to a conversation between two people passionate about Dynamics CRM. Jamie “Xerox” Miley challenged one of the CRM foundation stones, Advanced Find: I am trying to understand the utility of writing this clause. I […]
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 […]
Tip #418: 3 ways to find the blocking attribute
Shan “Smoke ’em” McArthur wonders during another mini truck stop if there is any way to find a blocking attribute using nothing but its id. The error message usually looks like this: A managed solution cannot overwrite the Attribute component with Id=e7840116-dead-beef-a5e5-8b5cb27e9509 for the CRM org noneofyourbusiness.crm.dynamics.com That said, I have no way of looking […]
Tip #407: Some things are irreversible
Truck goes wherever it pleased. For example, US Patent Office. Andrhe “I’ve got 88 in my handle” Margono could not make up his mind, kept adding then deleting attributes and got himself into a pickle: Recently I was migrating some data from my Dev environment to Test environment and I noticed that there are 2 […]