Tip #476: Make your lookup pretty and useful

Add extra columns to lookup view

Bonjour, comment ça va! CRM Tip Of The Day is going international and today’s guest is Clément “Bienvenue chez Lagny-le-Sec” Marty Clément continues our stream of tips about lookups and, being French, succinctly explains how to make them prettier and more useful at the same time. If the principal attribute (the name of the record, […]

Tip #474: OneNote in Dynamics CRM for Dummies, Part 3: Annotation Killer?

¡Como estas amigos! Our good friend Pablo “CRMGamified” Peralta with another bunch of tips for dummies the rest of us. If your Español is good, read the original, nothing to see here. Otherwise, read Part 1 then Part 2, and enjoy the rest. Face to Face: Annotations vs. OneNote Notes Sometimes it’s useless to compare, […]

Tip #472: OneNote in Dynamics CRM for Dummies, Part 2: Setup

OneNote - Enable SharePoint Integration Step 1

¡Como estas amigos! Our good friend Pablo “CRMGamified” Peralta with another bunch of tips for dummies the rest of us. If your Español is good, read the original, nothing to see here. Otherwise, read Part 1 and enjoy the rest. How to Set It Up Requirements This feature is only available on CRM 2015 Online […]

Tip #470: OneNote in Dynamics CRM for Dummies, Part 1: Why and How

OneNote benefits

¡Como estas amigos! Our good friend Pablo “CRMGamified” Peralta with another bunch of tips for the rest of us. If your Español is good, read the original, nothing to see here. Just in case any of you were distracted these past few weeks, the answer is yes. We can now upload notes we make on […]

Tip #426: Making intelli-sense out of plugin parameters

Browse object library

Our today’s tipster is the man himself: Tanguy “The XRM Toolbox” Touzard. Did you ever feel lost when you wanted to develop a plugin and didn’t know what keys to use in IPluginExecutionContext.InputParameters or IPluginExecutionContext.OutputParameters? Did you ever wonder why we do use the mysterious “Target” key when writing a plugin for Create, Update or […]

Tip #396: Please subscribe me to all you’ve got

Is there any CRM question that Adam “I bought the truckstop” Vero does not know the answer to? Apparently not. Another mini truck stop date with Adam. When Mitch “Only in Texas” Milam asked for a potion: Anyone have any magic for adding a Contact to multiple marketing lists at once? The Add to Marketing […]

Tip #392: SLAs for dummies, Part 3: FAQ

SLA Troubleshooting Step 1

¡Yo, amigos! Our semi-permanent resident by now Pablo “CRMGamified” Peralta wraps up SLA thingabob he started in la primera parte and continued in la segunda parte. ¿How do we set our Business Hours? We can set our business schedule at Configuration > Service Management > Customer Service Schedule. Once there, click on “+New”, select your […]