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Tip #134: How to block click-to-call in CRM
People would like to have an option to switch click-to-call functionality off. Unfortunately, none of the suggestions is going to work. Why? Because this functionality relies on URL protocols skype:...
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Tip #146: Geo-restrictions for your CRM
One of our customers challenged us with a very specific requirement to limit access to their CRM to the users located in Australia. It’s always good to remember that CRM application server is a very...
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Tip #446: How to avoid overwriting audit and duplicate detection flags
tl;dr To avoid overwriting some of the system entities flags for the customers, manually remove those flags from the managed solution files. WARNING! Super-duper unsupported. Some juicy details If you...
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Tip #447: To filter or not to filter – functional view
This seems to be the week of unsupported tips. I know, we said it before: Swim between the flags, and Use filtered views even if you use stored procedures. But what do you do if this particular...
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Tip #839: Convert workflow into action
My friend Mehmet “Sputnik” Ozdemir is insane. When he asked me how to convert a long and tedious workflow into an action, instead of painstakingly reproducing it step-by-step, I told him that it’s not...
View ArticleTip #1115: Bulk edit workflow emails
Today’s tip comes from Nicholas Hayduk. (You can be a tipster too, just send your revelation to jar@crmtipoftheday.com.) We recently had a customer who added an SSL certificate to their Adxstudio v7...
View ArticleTip #1159: Run your script after business rules
Dynamics 365/CRM customizations inflicted by a customer are always fun. How can I tell their customizations apart? Easy, by the new_ prefix. Where things get really complicated if the customer later...
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