Derek “clients call him ‘The Guru’” Hughes has been our follower for some time and today he returns the favor with some interest because his tip is hot. We haven’t seen any announcements or heard anything in the official channels regarding backup and restore coming in any wave updates. Edit: official announcement and documentation are […]
Tip #714: Avoid solution bloat with the new solution component framework
Adam “you say gotcha, I say undocumented feature” Vero has the microphone. The ability to add individual components to a Solution in 2016 is great, with or without the formal patch clone, update and rollup features. You can add just the things that you are actually changing to deliver the requirements for a sprint, or […]
Tip #712: How to add a spacer to CRM Business Process Flow
With so many tips to share, Daryl “New MVP on the block” LaBar is on a fast track to become one of our resident tipsters. Here is another good one. The CRM form designer has a spacer control allowing to achieve some finesse in the form layout. This feature is sorely missing in CRM Business […]
Tip #702: How to tell apart system roles and their clones
It’s been a while since we had a truckstop but Larry “Tex” Lentz keeps asking questions on behalf of some mysteryous “students”. Let’s stop and listen. How can one tell if a security role is a copy and which role it’s a copy of? Feridun “Best Twitter Handle for CRM MVP” Kadir closed the discussion […]
Tip #699: Don’t go back on context
This one is for javascript lovers. If you work with HTML web resources, you know that you need to include ClientGlobalContext.js.aspx to get CRM context in your script. If everything is working correctly but you receive JS error “GetClientContext is not defined” when using back button in Chrome browser, add dummy query parameter to the […]
Tip #697: Move to Seattle until August
Damian “Unleashed” Sinay has been putting Project Service Automation in CRM Online through its paces but discovered that when he creates a new project from a template he would get the following error when going to the Work Breakdown Structure: “There was an error copying the project. Please delete this project and try again.” When […]
Tip #689: The quickest way to create CRM Online demo
Daryl “New MVP on the block” LaBar certainly is pulling his tipping share and is back with another quick tip. If you are part of the Microsoft Partner ecosystem, and are in the need of a well designed demo with the scripted scenarios to walk through, then the quickest way to get there is not […]
Tip #685: Support requests for your CRM Online customers
If your CRM Online customer is experiencing a problem, one of the options is to create a support request in O365 portal (hopefully before the wheels start falling off). As it turns out, there are customers and then there are customers. “Normal” accounts MSOLP accounts provisioned via O365, would have an option to create a […]
Tip #684: Annotate your OData
One of the advantages of the Web API is its ability to fine-tune and annotate the returned data thus avoiding excessive round trips and generally relying on the server to do the heavy lifting. Even Daryl “New MVP on the block” LaBar admits in his tip that he was not aware that it is possible […]
Tip #670: If activities disappear, take this pill
We’ve had one of the users reporting a really bizarre issue – all his activities have simply disappeared from CRM. The user was synchronizing with Outlook and activities are still present in the mailbox with Regarding field empty. Thanks to Adam “Human Bing” Vero, the behavior is no longer a mystery but rather an annoying […]