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Ever wish you could use a workflow to update related/child records? For example, when I update the address on an account, update the address on all of the related contacts. You can, with the help of the very helpful CRM 2011 Distribute Workflow Activity assembly written by Alberto Gemin on Codeplex. While this says “CRM 2011” […]
Tip #148: Simplify the customer lookup
In Dynamics CRM 2013 when you create a record such as a contact or opportunity that include the “Customer” lookup field that can resolve to an Account or Contact, and you type a company name in the customer field, you may get more results than expected. This is because when you type in the customer lookup […]
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 […]