When I first started using CRM I made plenty of mistakes that cause me to physically cringe when I reflect on them, so I hope that by sharing some tips that I've picked up on my journey, I may be able to help others avoid them. I've been discussing customisation best practices internally in my … Continue reading Customisation Tips – Solution Management
Following on from my last post about Multi Select Checkboxes, I have been continuing research to try and find a suitable solution for adding multiselect options to my CRM 2016 environment. I really like the checkbox tiles, but the downside to them is the need to create fields, update forms and update web resource parameters … Continue reading Advanced Multiselect for Dynamics – Review
Trying to find the right words for a title to convey succinctly what I am trying to say is not my strong suit... Within my organisation we occasionally have the need to create repeating records on an annual (or more frequent) basis, e.g. SWOT Analysis, Anti-Money Laundering checks, etc. In order to preserve the original … Continue reading Clone a Record with a Notification Message
For as long as I have been using Dynamics CRM, users have been asking for Multi-select checkboxes. I know that they are now available in Dynamics 365 but for those of us on the earlier versions, they are still frustratingly difficult to achieve. The best solution I have found for this problem, to date, has … Continue reading Multi Select Checkboxes
Have you ever created an Excel Template, with all of the necessary edits, pivot tables, charts, etc. that you need to report, only to realise the first time you use it that it's missing a vital column of data from CRM? Typically, this means you have to redo all the work you did originally to … Continue reading Adding a missing column to an Excel Template
