Tip #562: Tipster guide to Dynamics CRM 2016 New Visual Controls for Mobile Clients

Woot-woot! It’s Friday, folks, time for another animation. Dynamics CRM 2016 introduces new visual controls that can be used on a variety of different fields types to enhance the user experience on both the Tablet and Phone clients. These mobile controls range from sliders that can be used on numeric fields, to input masks, and […]

Tip #552: Tipster guide to Dynamics CRM 2016 solution patching

It’s Friday and the first video of 2016 is out. In this video, we explore the new solution patching options available with Dynamics CRM 2016. We discuss the options for patching solutions, and show you how to create and deploy patches. In addition, we explore how to clone a solution that contains all patches that […]

Tip #543: Tipster guide to Dynamics CRM 2016 solution changes

Another Friday and the first video on 2016 release is here. CRM 2016 includes, among other things, a number of enhancements to the CRM solutions functionality. In this video we will look at the how to work with solution sub-components, and introduce the concept of solutions patches. Give us your feedback, all of it: good, […]

Tip #538: Tipster guide to Dynamics CRM routing rule sets

Another Friday – another video continuing coverage of the customer service features in Dynamics CRM. In this video, we explore how to use Dynamics CRM’s Routing Rule Sets to route cases to different queues. It covers the creation, and activation as well as how they get applied to the records. Give us your feedback, all […]

Tip #533: Tipster guide to automatic record creation in Dynamics CRM

Hey, it’s Friday and our video dude is back from the brink. With many new service related features on the horizon, we take some time to refresh knowledge on current service features. In this video we show you how to use Dynamics CRM’s Automatic Record Creation feature. This can be used to create CRM records […]

Tip #523: Tipster guide to invoking custom actions without code

Hey, it’s Friday and time for another video tip. In the last week’s video we talked about how to create custom action, add parameters to it, define conditions and steps, etc. This week we continue by demonstrating how to call your custom actions from real-time workflows (or dialogs) without writing any code. Give us your […]