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It’s Friday, Karl, Friday! That means, instead of our fingers, we let our magnificent voices do the talking. This video explores Dynamics CRM calculated fields feature. It demonstrates how to perform basic field calculations on an entity, how to use some to the date functions available, and how to populate data from other entities. In […]
Tip #436: Business rules rule, OK?
tl;dr Longer Had an awesome Skype conversation with the customer while driving sitting in a parked car with the engine switched off, parking brake applied and keys out of ignition. Here’s my thousand words’ version.
Tip #429: Calculating with empty fields
Calculated fields are all the rage, it seems. Today’s tip is from the Lego land, and it does look that CRM people over there do have very long daylight hours to come up with awesome tips. Plus their names look cool. See for yourself, passing the baton to Stig “Not that Stig” Højmark Jensen. Hi Tippers […]
Tip #425: Track your parcels in CRM
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 #169: Update related records with a workflow
Ever wish you could use a workflow to update related/child records? For example, when I update the address on an account, update the address on all of the related contacts. You can, with the help of the very helpful CRM 2011 Distribute Workflow Activity assembly written by Alberto Gemin on Codeplex. While this says “CRM 2011” […]
Tip #125: The wait is over
This week has all been about workflows and waiting. To finish it off, we’d like to present a short video demonstrating how to schedule a long running process (sending anniversary gifts to contacts in this case) without creating a bunch of forever waiting workflows. It’s done by using wonderful solution by Lucas Alexander. We also […]