In this video we look at new updated Business Process Visual Editor that is included in Dynamics 365. We look at how things are laid out, as well as some of the new options that are available as part of the editor. Give us your feedback, all of it: good, bad, and ugly, I’m sure […]
If you are like me, you have a love/hate relationship with the Social Pane. A conceptually cool widget on an entity form, it is where Posts (do you still use these?), Notes, Yammer, OneNote, OneDrive for Business and our focus of this tip…Activities reside. Why do I hold any disdain for this collection of valuable […]
CRM is very good at securing data but there is no way to control visibility of the system views for the end-users. There are good reasons why would anyone want that: Systems grow over the time and it’s hard to control retirement process for old views, especially for large implementations. As a result, list of […]
We’ve been hopelessly late with our daily tips this week and for a good reason – CRMUG Summit in Tampa, Florida. CRM Medic booth is one of my favorite parts of the summit; whenever one feels like dealing with another puzzle, just don a white coat and listen. Ed G complained that his Subject tree […]
Essential part of every good CRM deployment is a nice and concise navigation. That includes customized sitemap and command bars. When new element is added to either of those, user experienced can be greatly enhanced with a good icon. We already referred to the good external sources of the icons but one of the best […]
Did you ever come across the situation when “a friend of yours” tried linking a task (or any other activity record) to a contact only to stare at the screen in disbelief for 5 seconds: Where. Did. All. My. Contacts. Go? Then you your friend exhaled in relief – “stupid contRacts” – and quickly selected […]
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. […]
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 […]
It may come as a surprise to some but CRM is frequently used for data entry. Not just graciously moving the mouse and clicking here and there while holding a cup of English Breakfast in the other hand but actually banging on a keyboard trying to enter as much data as possible in a shortest […]
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 […]
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