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 #425: Track your parcels in CRM

Business Rule for parcel tracking

It’s great to see how new features like business rules and calculated fields are changing the status quo in CRM development world. Today’s guest post is from Matt Pope is a testimony to that. (Got a tip of your own? Send it to jar@crmtipoftheday.com) Delivery Tracking and delivery notifications I currently have a customer that […]

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 […]

Tip #390: SLAs for dummies, Part 2: SLA

SLA Definition

¡Hola, amigos! Our good friend Pablo “CRMGamified” Peralta continues about all SLA things he started in la primera parte. ¿How is the SLA applied? We will see an “SLA Details” section where we can set SLA Items, each of their conditions, associated KPIs, and Alert or Failure actions to take whether set service levels are […]

Tip #387: SLAs for dummies, Part 1: Fields

Nuevo SLA

¡Como estas amigos! Our good friend Pablo “CRMGamified” Peralta takes the podium again with another pepita de oro! What does each field in my SLA configuration mean? (To create new SLA: Configuration > Service > Management > Service Level Agreements: +New) Name: Basically, a descriptive name for our SLA, i.e. “Service Level for VIP Clients”. […]

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 […]