The subject of today’s tip is highly debatable but Eric Regnier did do justice to it. (Want to start a discussion of your own? Email your tip to jar@crmtipoftheday.com) In many implementations particularly complex ones, often comes a situation to determine if the same entity should be used for the different “types” (or categories). Say […]
To celebrate 1,200 tips I picked up a topic completely unrelated to Dynamics 365/CDS, as one cwshould. Well, sort of. I was working on some materials related to Dynamics 365 Portals and, lo and behold, I needed some placeholders besides qwerty asdf. Text As a placeholder text, you can’t go past lorem ipsum and the original https://lipsum.com. […]
If you hang around developers long enough you will hear them use the term “refactoring”. On one project, the developer even had a “Refactor Friday” where this is all they did at the end of the week. So what is refactoring and why should us configuration folks care? Refactoring is taking existing code and reworking […]
To all our American comrades – Happy Independence Day! My current project is for a university. People enrol, they study, they graduate and become alumni. On a couple of occasions I have met with internal staff who have ideas on Dynamics design. Those that come from a pure database background seek to devolve every interaction […]
I like to keep things simple and, sometimes, Dynamics’ in-built functionality make things complicated. Opportunities (and Leads) are a good example of this. There is no doubt Dynamics 365 is great choice for managing a sales pipeline but you need to find a balance between using all the functionality provided and keeping the system flexible […]
The following are some rules of thumb when designing sales territory structure in Dynamics CRM: You don’t have to use the “Territory” entity. There is nothing magical about the standard territory entity. It may fit your structure, and it may not. Replacing it with a custom territory entity in many situations can give you a […]
When people mention custom activities, they typically think in terms of a user or customer actions. Sending SMS, making money transfer, approving the design, to name a few. These activities are typically created explicitly using Activity menu. There is a different type of custom activity that I’d like to talk about today, the “silent observer”, […]
You are configuring a form, and you remove the sections from the third column of the tab. Then you find you can’t move any sections to the third column. To fix this, close the form and reopen it. The third column will have a section in it, and you can move other sections to that […]
As some of you know, with the exception of the podcast where we keep straight face, Joel and I disagree a lot. This time I think he is wrong and I am right (I think that most of the time, to be fair). Without further ado, our most recent squabble. George I’ve had it with […]
CRM Organizations are starting to use the CRM Tablets application more and more. It is helpful to remind ourselves of some of the constraints that we are under in the existing release. Don’t despair though as I firmly believe we will see some of these solved directly or indirectly in upcoming releases. Additionally, you can […]
of the