Can’t return the data type you need from a formula column? Do your homework then create a calculated column that simply casts to the correct type.
Tip #1324: Embed canvas: one, two, many
Today’s tip is from Linn Zaw Win. Got a tip? Send it to jar@crmtipoftheday.com (and include either your Twitter handle or LinkedIn profile link for the eternal appreciation link).
Tip #978: Limitations in Voice of the Customer
Voice of the Customer is a great solution for customer surveys, offering a wide variety of survey question types. But before you deploy it, it is important to understand the limitations and validate that the way you are going to use it fits the tool. Licensing: Full Voice of the Customer capabilities are licensed with Dynamics […]
Tip #284: Entities not available for CRM for Tablets
I am a big fan of CRM for Tablets, but like any application, the CRM tablet app has some limitations. Does this make it bad? Absolutely not. What it does mean is that you should be aware of these limitations and avoid potentially costly surprises. Most system entities and all custom entities can be included […]