of the
Creating a 1:N or N:1 relationship between two entities is very straightforward, but what if you want to do a 1:1 relationship? For example, say you have a subprocess that needs to be owned by a different user than the account owner, or you have a child relationship where only one record should be associated […]
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Tip #146: Geo-restrictions for your CRM
One of our customers challenged us with a very specific requirement to limit access to their CRM to the users located in Australia. It’s always good to remember that CRM application server is a very sophisticated but a web site nevertheless and for a web site, we can use ipSecurity element in web.config that defines […]
Tip #134: How to block click-to-call in CRM
People would like to have an option to switch click-to-call functionality off. Unfortunately, none of the suggestions is going to work. Why? Because this functionality relies on URL protocols skype: (for Skype) and tel: (for Lync). You can try fooling the system by deregistering protocols, fiddling with the registry, disabling addins, blocking addins, directing to […]
Tip #122: If you must use waiting workflows
In yesterday’s tip we suggested to avoid wait conditions altogether; but if you must use them: Combine waits and check condition. So you have a process that emails a customer service representative three days after the case is open. No need to email them if the case has been closed, right? After the wait, have […]
Tip #121: Don’t use wait conditions
Workflow wait conditions can be very useful. Say you need to have an email go to a customer 30 days prior to their contract renewal, it can be tempting to use a wait condition. However, excessive use of wait conditions has a downside. Performance: each waiting workflow instance carries performance overhead. The more waiting workflow […]
Tip #102: Replace the first things first woman
For today’s tip we are going to revisit our most popular tip to date — #68: Do you know this woman? What if you don’t want to get rid of First Things First woman, but rather you would like to replace her with alternative versions? One thing we like to do is replace her with […]
Tip #77: Security Role Terminology
Before you can create the security architecture or manage your security, you need to know the terms: Privileges are the verbs in CRM: Create, Read, Write, Delete, Append, Append To, Share, Assign. Access levels, from most to least generous: organization, parent-child business unit, business unit, user, none. Entities are the units to which a security […]
Tip #34: CRM Gustronomy – force the workflow order
Shan McArthur, our fellow MVP, asked the other day: How can we order workflows? For example, I have an auto-number workflow that adds a case number to an entity, and I want that workflow to run before another workflow. I considered using wait states – i.e.: workflow 2 waits until the case number is not […]
Tip #8: Make a subgrid “+” button launch a new record form
In Microsoft Dynamics CRM, to add a record to a subgrid on a form, you hit the + button in the upper right hand corner. You will notice that for some subgrids you will get a lookup field, while others will give you a new record form. The reason for this different behavior is that […]
The Crew
A 2005 study led by Margo Lillie, a doctor of zoology at the University of British Columbia, concluded that tipping a cow would require an exertion of 2,910 newtons (654.2 lbf) of force,[4] and is therefore impossible to perform by a single person. Her calculations found that it would take at least two people to […]
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