Tip #1193: When Case attachments exceed your limitations

Use carabiner to connect safety harness

I’m setting up automatic case creation from email in Dynamics 365–what is the expected outcome if someone sends an email to my queue that has an attachment that exceeds my attachment file size limits in Dynamics? A reader Not finding any official documentation about what the expected result should be, I set up a simple […]

Tip #971: Be careful when using unsupported solutions

Martian left alone

It does not happen often but it does happen. After some retrospection, I urge everyone to be very careful when following Joel’s advice on using attachment extractor solution. (Some say one needs to be careful when following any Joel’s advice but that’d be a discussion for another day). My arguments (both of them): It is […]

Tip #913: Searching within attachments

Search inside

Recently on the Dynamics CRM Facebook group, Rana Potter asked if it was possible to search within attachments from CRM. The winning answer came from Niran Belliapa: If you are using Dynamics 365 Online and have the December 2016 update you can use the Relevance search feature. You’ll find search results for text in a document […]

Tip #553: Is CRM Online storage expensive?

One of the critiques of CRM Online is the cost of storage. When compared with SharePoint Online, DropBox, Amazon Web Services (AWS), or other online storage providers, CRM Online is more expensive. However, you need to consider the type of storage when comparing storage plans and prices. Neil “New CRM Release – New Country” Benson […]