According to the screenshot, Feridun “The Fifth Beatle” Kadir was literally one minute from his new CRM Online account. He hesitated though, quite unsure about the small print on the deal: The minimum number of professional licenses for a new subscription to CRM online is 5. But the screenshot suggests a company can sign up […]
Tip #221: Lobachevskian geometry
When things get out of control in a parallel universe, people notice and intervene. As turned out to be the case. One comment from Chad Rexin was so good that it deserved its own post. Welcome to the twisted SQL world where, like in Lobachevskian geometry, there is more than one degree of parallelism. Another […]
Tip #142: Piggyback customer’s CRM for support
If you are a solution provider, CRM consultant or ISV, most likely you provide support to end-users in some shape or form. That includes collecting bug reports and feedback from the users. Extend your solution and include one or two additional entities, starting, for example, with Product Feedback and Bug Report, so that users do […]
Tip #133: Do not add CRM application pool account as a user
It’s quite common to configure Microsoft Dynamics CRM during the installation to use domain account to run web application service. In fact, this is exactly how you configure load balancing front-end configuration. It might be tempting to add the domain account selected to run CRMAppPool as CRM user. (Have no idea why, it just is). […]
Tip #47: Simple multi-select lists in CRM 2013
There is no out of the box support for multi-select pick lists in Dynamics CRM but since the latest UI improvements in CRM2013 you can use a standard N:N Relationship with form sub-grid to get a most respectable multiple selection form field. For example, if we wanted a ‘Languages Spoken’ pick list on a Contact […]
Tip #39: Custom indexes in CRM Online
A little known secret for CRM Online users and a good reminder from Daniel Cai. If you’ve added additional search fields to your Quick find or other views, the underlying entity contains a large number of records, and the response time is slow, you might need a custom SQL index added to improve the performance. […]
Tip #35: Bring back member management for marketing list
When dynamic marketing list is copied to a static one, the new list appears to be disabled and Manage Members button is nowhere to be found. According to our guest tipster Scott Durow, this is because when Dynamic list is copied to a static one, it is marked ‘locked’ by default. If you set Locked […]
Tip #34: CRM Gustronomy – force the workflow order
Shan McArthur, our fellow MVP, asked the other day: How can we order workflows? For example, I have an auto-number workflow that adds a case number to an entity, and I want that workflow to run before another workflow. I considered using wait states – i.e.: workflow 2 waits until the case number is not […]
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 #16: Add OnChange events to the Dynamics CRM 2013 Address Control
Microsoft Dynamics CRM 2013 adds a new control for addresses that displays the address inside of a single field. This is fantastic, because it saves a lot of space on the form (compared with separate address fields), and it is consistent with how other applications, like Outlook, handle addresses. So what if you have form […]