Literally a week later after Jonas “The Shuffler” Rapp was puzzled how From fields are resolved (see tip 1119), Josh Wells from the cold city of Fargo (where some of the Microsoft folks tend to congregate) chimed in with the final resolution to the problem and a very good advice: One of the best changes […]
Tip #107: Use metadata browser to find status reason
While working on the solution for stuck emails, I needed values for various status reasons for email entity to intelligently hide/display RESEND button depending on email record status. Quick look in local SDK help yielded zilch. Online version – bupkis. Hmmm, I do remember metadata pages in 2011… Ah, here it is and, indeed, there […]
Tip #73: Be aware of what is compatible with your CRM environment
Microsoft Dynamics CRM depends on multiple other systems, such as Windows, SQL Server, Microsoft Exchange, and Outlook. To work in harmony, you need to be sure the version of those systems and applications is compatible with your version of Microsoft Dynamics CRM. Microsoft maintains and regularly updates a compatibility list for Dynamics CRM. So if […]
Tip #68: Do you know this woman?
I have nothing personal against this woman but the dialog started to annoy me to no extent. The problem is that visibility of the dialog is controlled via cookie so even if you check the box “Don’t show me this again”, you will see it again if you clear your cookies, use another device, or use […]
Tip #65: Read the ReadMe
We all love Microsoft Dynamics CRM, but we admit it is not perfect. That’s why it is very helpful that Microsoft maintains a list of known issues in CRM On Premise and CRM Online in the release ReadMe file. Reading this will save you time when deploying CRM, as you will be aware of current […]
Tip #62: Where to find CRM product info
Today’s handy tip comes from none other than Amy “Deity of CRM Documentation” Langlois: We know we have more work to do to inform our customers where to go to get product information and we are working on some ideas to help alleviate that problem. In the meantime, in your communications with customers, please point […]
Tip #36: Get Update Rollup 1 for CRM 2013
If you were an early adopter of CRM 2013, you will be happy to hear that Update Rollup 1 is available for Microsoft Dynamics CRM 2013. Get the download here. Read the knowledge base article here, which details everything that is changed in Update Rollup 1.
Tip #31: You’ve got instance!
If you have a CRM Online with 25 or more paid Professional user licenses, your subscription includes additional non-production instance. Paid is a keyword here that excludes some types of subscriptions like Partner IUR (Internal Usage Rights) benefits. The other non-obvious step, as told by none other but our guest tipster Gus Gonzalez, is enabling […]
Tip #17: Search SDK like a pro
One good thing about local copy of the Dynamics CRM SDK documentation is that it restricts the search to the SDK itself. Local copy can be searched without usual distractions of online search like advertisements or third-party posts about SDK. Either 2011 or 2013 version of SDK can be downloaded, then installed and searched locally. […]