Tip #502: Who moved my activity

Workflow ownership

tl;dr When record ownership is important, use synchronous workflow that impersonates the caller. The Stop One of the signs of greatness professionalism is not to be afraid to ask questions, no matter how trivial or silly they might sound. Mitch “Only in Texas” Milam has the microphone: Q Hi Folks, This is such a basic […]

Tip #491: If your appointment is disabled on mobile

Readonly on tablets

Stop the presses! Scott “Captain Redlaces” Sewell, in his relentless pursuit of, er, hm, ugh, perfect CRM, has solved another mystery surrounding the world of mobility. tl;dr Appointments in scheduled state appear as read-only on mobile devices. Did read I’m sure you’re disappointed with the length of the tip, just as I am, so here’s […]

Tip #452: How to use SSL certificates internally

tl;dr Get a wildcard SSL certificate for your domain, reserve some names for internal CRM (e.g. internalcrm.contoso.com) and use internal DNS to resolve those addresses internally-only. If blah.foobar.local is required, domain CA should be used to issue an internal only certificate with trust implied. The Stop Our own Joel “Standing on the shoulders of other […]

Tip #444: When any time will do

Any date will do

Why sometimes it’s easy to write a mini truckstop tip? Because all you have to do is to stop and listen to a conversation between two people passionate about Dynamics CRM. Jamie “Xerox” Miley challenged one of the CRM foundation stones, Advanced Find: I am trying to understand the utility of writing this clause. I […]

Tip #418: 3 ways to find the blocking attribute

Shan “Smoke ’em” McArthur wonders during another mini truck stop if there is any way to find a blocking attribute using nothing but its id. The error message usually looks like this: A managed solution cannot overwrite the Attribute component with Id=e7840116-dead-beef-a5e5-8b5cb27e9509 for the CRM org noneofyourbusiness.crm.dynamics.com That said, I have no way of looking […]

Tip #407: Some things are irreversible

Truck goes wherever it pleased. For example, US Patent Office. Andrhe “I’ve got 88 in my handle” Margono could not make up his mind, kept adding then deleting attributes and got himself into a pickle: Recently I was migrating some data from my Dev environment to Test environment and I noticed that there are 2 […]

Tip #397: Leave support user alone

Our little truck seems to be burning lots of rubber in the past few weeks. Latest stop – Dynamics CRM Group on Facebook. Albert “Chilli Crab” Han, a good friends of ours, awesome CRM trainer and equally awesome host, asks: I did a retriveMultiple on systemuser entity on my CRM Online trial account, I found […]

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 #380: Sort the chart by aggregate

Another mini truck stop. It seems that Adam “I bought the truckstop” Vero has become a regular despite his tendency of giving the answer first, asking the question later. Our own Joel “Pretend I know nothing” Lindström asks: Scenario: You have a chart of number of opportunities by opp type. How do you sort/order by […]