Tip #733: Using Dynamics CRM Feedback Entity

Grumpy cat feedback

The 2016 Spring update for both Online and On-Premises, introduced the ability to capture Feedback on different entities in your CRM deployment. In this video we demonstrate what the Feedback entity is used for, and walk you through setup and configuration. Give us your feedback, all of it: good, bad, and ugly, I’m sure we […]

Tip #708: Tipster guide to Dynamics CRM Mobile Task Flows – (Preview)

Pokemon Go Task Flow

Today we look at the Dynamics CRM Mobile Task Flow feature. This Preview feature was introduced as part of Spring Update 1. Derik walks you through how to enable, configure and consume the feature. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either […]

Tip #653: Tipster guide to Dynamics CRM 2016 Spring Update – Part III – Interactive Service Hub Enhancements

Spring Update 2016 has introduced several enhancements to Interactive Service Hub. The first is directly related to customizing and extensibility with the ability to add iframes and Web Resources to ISH forms. Also added, is the ability for users to work with article translations that are not in their native language. Give us your feedback, […]

Tip #647: Tipster guide to Dynamics CRM 2016 Spring Update – Part II – Mobile Offline Syncing

Cans connected by a string that is cut in the middle by scissors

As always the annual spring update for CRM online is introducing many new features and improvements. One of those is Mobile Offline Synchronization. In this video we look at requirements for the feature, and walk through setup and configuration (including defining offline profiles, and controlling what data is available). There might be a part III, […]