Tip #176: Adminless traceless troubleshooting

No administrators allowed

tl;dr When users are presented with a generic error message, URL in a browser address bar sometimes contain enough details about the error to determine the actual cause. How to fish “An error has occurred.” How wonderful. We all have seen it at one point of our CRM lives or another. Users unable to login, […]

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 […]