Tip #1157: Do not delete system components

Sign on a wall saying Do Not Enter

When you provision a Dynamics 365 instance, it comes with a number of system views that may or may not apply to your scenarios. Take, for example, Contacts: No Campaign Activities in Last 3 Months. If you are not into marketing, why would you need one? As tempting as it could be to just go […]

Tip #1063: Do not touch currency system views

Protected area

This tip comes from Guillaume Domont. (And you can get your names into the Dynamics 365 History Book™ too by sending your tip to jar@crmtipoftheday.com. Guest Microphone I found a quite interesting bug in my last project. As the CRM/Dynamics 365 is used worldwide, we had to handle the currency changes. The standard currency lookup […]

Tip #476: Make your lookup pretty and useful

Add extra columns to lookup view

Bonjour, comment ça va! CRM Tip Of The Day is going international and today’s guest is Clément “Bienvenue chez Lagny-le-Sec” Marty Clément continues our stream of tips about lookups and, being French, succinctly explains how to make them prettier and more useful at the same time. If the principal attribute (the name of the record, […]

Tip #250: Where do you see Advanced Find View

One of the system views for every entity in any CRM organization is so called Advanced Find View. It’s rarely customized, probably because there is no clear understanding when and how this view is used. System entities might have some columns added to this view while all custom entities receive Name and Created On ubiquitous […]