Tip #722: Add the number to your phone call records

Women Telephone Operators at Work

I cannot believe I’m writing an old tip from Gus “Niels Bohr” Gonzalez but it’s a suprisingly good one. When you create a phone call record in CRM, all information is right there, including who to call and what number to dial. Only one problem – CRM does not pop up reminders, that’s Outlook’s job. […]

Tip #712: How to add a spacer to CRM Business Process Flow

Tile spacers

With so many tips to share, Daryl “New MVP on the block” LaBar is on a fast track to become one of our resident tipsters. Here is another good one. The CRM form designer has a spacer control allowing to achieve some finesse in the form layout. This feature is sorely missing in CRM Business […]

Tip #686: Quote products do not like auto save

Autosave essentials

Guido “Trekkie not Star Wars fan” Preite is on a roll this week. His customer was facing an annoying bug on the Quote Product subgrid inside the Quote entity. When he creates a new Write-in product, then proceeds to change the price or the quantity, and the autosave kicks in, the value is restored to […]

Tip #627: Smart duplicate detection

DVD Rewinder

Woot-woot! Our video channel now has the official URL: https://www.youtube.com/CRMTipOfTheDay! (Hint: take a minute and subscribe). To celebrate this achievement, our video dude, Derik, has gone MIA. After 38 straight weeks of videos, can’t hold it against him. So today’s tip is not a video but something that has been on my todo list for […]

Tip #577: Tipster guide to Dynamics CRM Hierarchical Visualizations

¡Hola! Es viernes, mis amigos and that means tacos and another video. Hierarchical Visualizations provide a great way to work with hierarchical data in Dynamics CRM both on system and custom entities. In this video we show you how to define a hierarchical relationship, configure the settings, and consume them in CRM. Don’t forget the […]