Tip #1028: Prevent duplicate contacts the Viking way

Marius “CRM Viking” Pedersen gave us a great tip about how to prevent duplicate contacts from being created in Dynamics 365: I set emailaddress as alternate key on contact once. That actually worked very well to prevent duplicate contacts from being created. It also required that all contacts must have an email address. You have […]

Tip #952: Why you should create records from cross-entity search results

In Dynamics CRM 2015 or later we have cross entity search. This allows users to search across multiple entities and displays the results on a single screen. If you don’t find the record you want, you can hit the + button. So when you are training users, should you train them to create new records […]

Tip #875: Editable Grid Date Picker

Date picker

So it didn’t jump out for me right away and frustration was building. Hopefully, this tip will calm you down also. 🙂 I was annoyed that the date picker for the editable grid didn’t have  ‘Today’ date selection like the regular form date picker control. But after just blindly clicking around I discovered that the […]

Tip #864: Use multiple personas in Chrome

Masks

Remember our ancient tip on using InPrivate mode in Internet Explorer? Your experience may vary but I found that sooner or later the private environments start stepping on each other toes. There are other shortcomings, like lost history, no bookmarks, no Ctrl-Shift-T a.k.a. “bring back that tab I just accidentally closed”. Andre “I’ve got 88 […]

Tip #851: All Themed Up and Nowhere to Go…

In many Dynamics 365 implementations one of the customizations which can have an enormous impact to user adoption is the customization of the CRM Theme.  However, changes made to an organization’s theme are not solution aware.  As a result, each theme customization must be made manually in each environment.  Now, if there were no other way […]