Tip #869: Beware of minimal copy side effects

Minimal copy

Ability to copy organizations in Dynamics 365 is invaluable. Ability to perform a minimal copy is a great space-saver. But, as reported by Evan Watson and our own Joel “Silence is also a good a podcast topic” Lindstrom, beware of the deficiencies of a minimal copy. Entities that are copied are listed but what is […]

Tip #851: All Themed Up and Nowhere to Go…

In many Dynamics 365 implementations one of the customizations which can have an enormous impact to user adoption is the customization of the CRM Theme.  However, changes made to an organization’s theme are not solution aware.  As a result, each theme customization must be made manually in each environment.  Now, if there were no other way […]

Tip #509: Pumpkin-Spiced CRM

Themes in CRM are a subtle, but nice way of making CRM visually adapt to your Organization. (Themes are available in CRM Online beginning with the Spring 2015 release – and on premise they are expected in the CRM 2016 release.) Using the very cool online tool: CRM Theme Generator created by the talented Guido […]