Tip #1040: Why Can We Stack Values in Workflow?

Back in the days when George Doubinski used configuration, he talked about using constants in workflows.However, this is only the tip of the configuration iceberg. Just above our Default Value box we can stack values for insertion into our field. What does it mean to stack the values and what happens when we do? When […]

Tip #891: Video Guide to Live Assist Configuration Options

Configuration

In this video, we look at some of the different configuration options that are available through the admin portal for Café X. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas to jar@crmtipoftheday.com. Don’t forget to […]

Tip #853: Use caution with the View Layout Replicator

This morning we released episode 49 of CRM Audio (the original CRM MVP podcast). One of the topics we discussed with Andrii Butenko was our go-to tools in the XRM toolbox, and one of the tools mentioned was the View Layout Replicator. This power tool has saved many a CRM configurator hours of tedious frustration […]

Tip #588: CRM for Outlook Configuration Diagnostic

Here is the link to the updated CRM Online Outlook Client diagnostic wizard. The wizard has been updated to include recently discovered issues. The older troubleshooting wizard for both online and onpremise was here https://support.microsoft.com/en-us/gwt/10070 But it hasn’t been updated in a while. So if you are using CRM Online be sure to use the updated wizard […]

Tip #582: Tipster guide to Dynamics CRM Configuration Migration Tool

TGI Friday

In this video we explore how to use the Configuration Migration tool to create schema files that can be used to export CRM data. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas to jar@crmtipoftheday.com.

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 […]