Today’s tip is from Marius “flow like a river” Lind. (And you can also become a tipster by sending your tip to jar@crmtipoftheday.com) A great man once asked, can I set a custom schedule for when to run my flows? The answer is yes, and like so many other solutions it involves nesting flows. First, […]
Tip #334: Organization refresh and upgrade date
So your CRM Online test environment is scheduled to be upgraded to the Fall 2014 (CRM 2015) release next week. To get ready for it, you log in to the Office 365 console and refresh the organization to ensure that a current copy of your production environment gets upgraded to get a realistic test of […]
Tip #299: Schedule CRM on premise reports
Jim “Sourdough Master” Steger sent us a fresh reminder that, despite all the advantages of CRM Online deployments, on premise installations have a few aces up their sleeves when it comes to reporting, and here is one of them: Don’t forget about the ability to schedule SQL Server Reporting Services (SSRS) reports when using CRM […]