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CRM – How to Email a Manager
This week I responded to a question someone had posted on the forum in the Microsoft Dynamics Community website, they were trying to send an email from a workflow. Simple. But their question was...
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Updated Incremental Auto Numbering Solution (using real time workflows) and...
There has been a few queries regarding the Auto Numbering Solution post which featured here originally and upon reviewing it, there are a few things that could have been better explained. I thought...
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Hardcore CRM: Dynamic plug-in step (de)provisioning
At the moment I’m in the middle of writing a series of articles about Document Integration. One of the perks of writing articles is that you have to do a lot of technical research. This...
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Tip #499: Outer joins and dashboards
Another gem from Scott Sewell:If you edit the FetchXML query of a view, you can change the view query to an outer join, enabling you to see records “not in,” or records that do not have a...
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Configuration Migration Tool para exportar e importar Catálogo de Productos
Situación: Tienes CRM 2015 (Onprem u Online). Has modelado tu catálogo de productos incluyendo toda la estructura de familias y …
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Connecting/communicating to an existing MS Dynamics CRM Programmaticaly
Prior to go for any kind of learning in CRM Code development , please keep following pointers in mind. To perform any operations (CRUD or Execute) in CRM through any web/windows application , WCF...
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Renewed Contracts View in Dynamics CRM
Introduction: Contracts were the traditional way of recording the entitlements or warranties available to the customer for the product. Microsoft Dynamics CRM supports 3 types of Contracts...
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CRM Developer Extensions v1.2.1.0
What’s new in this update: Integrated ILMerge on plug-in and custom workflow projects.Saw a cool blog post from Nicolas Nowinski on using a an ILMerge build task to merge assemblies inside a plug-in or...
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USD – Wall in RightPanel
Recently I did a quick modification that you might find useful, I wanted the call handler to be able to see their personal wall in the right panel. Simply to help keep them updated on recent events....
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CRM Real Time Workflows – Pre & Post Actions
One of the great features of Microsoft Dynamics CRM 2013 and later is Real Time Workflows. They are workflows that will run synchronously with your entity changes, but also allow you to capture more...
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Who will attend Microsoft Convergence 2016? Official Attendee Statistics
There was a lot of talk at Convergence 2015 about a new focus of the event – away from the traditional Dynamics software user conference to more of an executive level “Microsoft vision” event.In a...
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Performance Tools Built Into CRM
There are a lot of factors that can contribute to CRM performance issues and sometimes it’s hard to know where to begin troubleshooting. Maybe your issues are caused by a network latency issue, an SQL...
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MB2-706 – Online Deployment Certification
I have just completed and passed the MB2-706 certification. (Online deployment certification.) Interesting as the first certification I have completed online , not sure I’ll rush towards taking...(read...
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USD – Sub Action Calls
I recently used Sub Action Calls for the first time! I’d seen them before but until now hadn’t found a good example of when to use them. In my example, I had already created an action which...(read more)
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USD – Home
In previous posts I have explained how to add back, forwards and refresh buttons to a navigation toolbar in Unified Service Desk (USD). This earlier post missed an action! “Home” . To add...(read more)
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Javascript – Birthday
This is hopefully a useful javascript snippet. Sometimes capturing a contacts date of birth is important often this is because certain products are age specific. For example you might not be able...
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Agile Principle 8 – Projects are built around motivated individuals, who...
Projects are built around motivated individuals, who should be trusted, the 8th principle of Agile. Unfortunately this is so often not the case! I am sad to say I’ve observed multiple...
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USD – Agent Scripts
Agent Scripts are a powerful part of Unified Service Desk (USD), used correctly could make a real difference to how a call centre operates. I will start off (in this post) by explaining what agent...
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USD – Session Overview Example
The Unified Service Desk (USD) overview ability is a useful feature, sometimes it will benefit call centre operators to have a easy to access summary of the customer they are currently in...
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USD – Change Theme (Simple)
The simplest approach to changing the USD theme is to use one of three standard themes provided by Microsoft. Theme Syntax for the Data field Air /UnifiedServiceDesk;component/Styles...(read more)
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