We use Dynamics 365 Knowledge Base in USD (Unified Service Desk – t.j). We have links to PDF’s and images of schematics and detailed drawings in our KB articles. When users click the link they see the complex image or document in the KB article frame. How can we open the image or document full […]
I’m known to be a bit verbose but at the same time I personally like the tips that are like nuggets – small, shiny, and mostly invisible. This tip comes from Natraj “Always Debugging” Yegnaraman (and you can send your nugget to jar@crmtipoftheday.com too!). Add perf=true URL param in UCI Unified Interface to display performance […]
tl;dr Today’s post is not about CRM at all, it’s about CTRL + 0 combination in Outlook and Word. Go on, try this shortcut when typing your next email or document. Boring details I’m all about style. Not in clothes, in that department I’m hopeless and prefer to delegate. I’m talking about CSS in HTML or styles […]
If you are using CRM 2013 SP1, there is a great new keyboard shortcut to get performance metrics for a form. Open a record and press CTRL+Shift+Q. When you first press it, you will see the performance center, but it will be empty. Click “enable,” then click “refresh.” The form will reload and you will […]
One of my pet annoyances with CRM form editor in 2011 and 2013 has always been inconsistency in field handling. It is so easy to create a new field but impossible to delete one. Or so I thought, until MVP comrade Gonzalez showed me a very clever way to nuke a field. Instructions in a […]
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