Tip #775: Change The Default Order of Activities on the Social Pane

If you are like me, you have a love/hate relationship with the Social Pane.  A conceptually cool widget on an entity form, it is where Posts (do you still use these?), Notes, Yammer, OneNote, OneDrive for Business and our focus of this tip…Activities reside.  Why do I hold any disdain for this collection of valuable […]

Tip #621: When migrating notes, sort correctly

Dynamics CRM 2013 and later sort notes by modified on date. This means that when migrating legacy notes into CRM , it is important that you sort the source data correctly, so that notes will appear in the correct chronological order after the migration. Sort notes by created on ascending. This will load the oldest […]

Tip #469: Sorting lookup field quick preview

Most of the time Joel is very helpful but sometimes he’s just plain grumpy: I’m finding that the lookup field quick preview list does not honor sort order. In this example I have a “sequence” field that sorts the list in the desired order: If you go to the lookup dialog, it honors the sort […]

Tip #441: Errors when sorting views on mobile

Recently Scott “Comandante Redlaces” Sewell noticed that when he was using CRM for Tablets and clicked on a view column to sort, the app returned an error. Thanks to Tanguy “Toolbox” Touzard’s suggestion, it was determined that the error was caused by having the view sorted by more than one column. After reducing the number […]

Tip #409: Make Tip #380 work for option sets

In tip 380, Adam Vero explained how to make a chart sorted by the aggregate sum or count. This is a great tip, except it didn’t work for one of my clients when the chart was grouped by an option set. Perplexed, I tweeted The CRM Chart Guy. He acknowledged that this was an issue, […]

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 […]