Tip #952: Why you should create records from cross-entity search results

In Dynamics CRM 2015 or later we have cross entity search. This allows users to search across multiple entities and displays the results on a single screen. If you don’t find the record you want, you can hit the + button. So when you are training users, should you train them to create new records […]

Tip #863: Learn TypeScript

TypeScript

This morning we released episode 50 of CRM Audio, and our guest Daryl Labar talked about TypeScript, an open source superset of JavaScript that adds optional typing, classes, syntax, and Intellisence. To get started with using TypeScript in Dynamics 365, Daryl recommends the following resources: TypeScript Playground — write TypeScript and see what it looks like in JavaScript ReSharper — […]

Tip #382: Training? On New Features? Free? Yes, Please!

All A lot of good things in this life are free. Including, as it turns out, some awesome CRM training videos. There is, I kid you not, the whole TRAINING TAB in the Dynamics CRM section on YouTube, and after a release becomes publicly available, Dynamics CRM Support Team publishes awesome training videos about the […]

Tip #139: Train your users on CRM for Tablets

If you are deploying CRM for Tablets for iPad, how do you train your users? Like with any CRM deployment, you will want to conduct user training and maybe record the training for future reference. This can be a challenge, because you can’t easily display your iPad screen on all screen sharing solutions (like Microsoft […]