If there is one bonus take away from the yesterday’s tip, it’s existing KB functionality will soon be deprecated so it is advisable to transition to new KB as soon as possible. So people started to ask, how to do that. tl;dr Long version Yes, some assembly is required. Good news, it’s not that difficult. […]
Tip #507: Move Access Team templates in style
Back in Tip 322 (When upgrading, do a dry run), I referenced an issue with Access Teams. The team templates don’t move with customization. So if you use Access Teams in your configuration, when you move your customizations to a new org, the team templates won’t be there, and you will get an error on […]
Tip #129: Migrating to the cloud
When you move from CRM On Premises to CRM Online, you have to migrate your data. This can be done easily using a tool like Scribe Insight, SSIS with Kingswaysoft, or the Dynamics Connector. The following tips will make your life easier when making the move. Add a custom field to the 2013 user record […]