¡Hola, amigos! Like if we did not have enough of Spanish at the eXtremeCRM Madrid 2015, we have Pablo “CRMGamified” Peralta in da houz with another spicy tip! How to setup the new rollup fields to count the number of cases associated with a contract line Hello, In this article I will explain step by […]
Tip #357: Multiple entity search in Outlook
¡Ay, caramba! Do we have a guest or what! Pablo “CRMGamified” Peralta takes the stage today with his awesome tip translated from the fuente española Looking for ways to have the Search options always visible in Outlook as it happens in web interface, I found a way that while is far from ideal, is close […]
Tip #355: Retrieve only metadata you need
Le jeu. 26 févr. 2015 à 17:08, Tanguy “XRM Toolbox Wizard” Touzard a écrit : Are Metadata Query Expressions faster that using RetrieveEntityRequest? I mean, you can retrieve less data but the query might be more complicated than just a RetrieveEntity. Few people responded and some even took a stab at it guessing that it’ll […]
Tip #317: Once upon a time this rollup field was recalculated
Mitch “Snapshot” Milam is on a roll. This is just another way to say that his next tip is all about rollup fields. Rollup fields are one of the best new features of Dynamics CRM 2015. Here are some facts to help you better understand how they work: They are automatically calculated asynchronously, once per […]
Tip #316: Important links for all occasions
Shan “Smokin’ Portals” McArthur is the man not easily excited but even he couldn’t contain his enthusiasm: The documentation and support teams have responded to some of our requests for important links to the implementation guide, product downloads, and update rollup information. They have published a new page that documents that information for all versions […]
Tip #315: Help! I can’t move my fields around the form
Mitch “Snapshot” Milam to the rescue once again: There may be a time, when working in the Dynamics CRM form editor, that you notice that the form editor will not allow you to move a field from one section to another. Have you ever seen that? It is not a problem with the form editor, […]
Tip #313: Change labels on composite controls
Mini truck stop, folks. That’s when someone asks a question and receives a very straightforward answer. No discussion, just business. Today’s Roles Inquisitive Interrogator: Feridun “Best Twitter Handle for CRM MVP” Kadir Pantomath: Adam “Hip Is The Best Source For The Answers” Vero Omniscient Narrator: Carsten “I Can Spell ‘Tipp’ ” Groth The Dialog I.I.: Does […]
Tip #306: Choose your browsers wisely
Today’s slice of CRM wisdom is brought to you by Feridun “Best Twitter Handle for CRM MVP” Kadir: Not all browsers are equal From time to time something in Microsoft Dynamics CRM stops working that I knew for certain used to work. Of old, my first reaction would be to blame the issue on a […]
Tip #302: Optimize CRM by updating statistics and reorganizing indexes
Another SQL nugget from Gayan “Mr Performance” Perera: If you’re running CRM (any variant) on-premise you can optimize the speed of the system by setting up two management jobs inside SQL. First, update statistics of the organization_MSCRM database every day (outside business hours). Second is to reorganize the indexes of the organization_MSCRM database every 2-4 […]
Tip #295: New entities and attributes in CRM 2015
Julie “Nighteye” Yack asked the other day: Is there a magical list somewhere (that I have failed to find after half an hour of binging, or banging?) of new entities and new attributes on existing entities for 2015? Everhelpful Jim “Mr SDK” Daly chimed in: The metadata browser allows you to filter by entities using […]