Para mis seguidores en español, la Comunidad CRM/365 tendra un evento muy oportuno para aprender sobre las novedades de Dynamics 365No te pierdas la Mesa de Expertos este próximo miércoles 16 de Noviembre para aprender sobre las novedades del nuev...
This is one of those post that will explain a problem we have in CRM but unfortunately there is no great solution I know so far for this problem.When you insert the social pane in a given entity, you will notice that there is a quick way to add ac...
This post explores some of the nuisances when transporting SLAs in a CRM solution. I did most of my tests in CRM 2015 and CRM 2016 environments but behavior might vary between different versions.When you include an SLA to the solution there are so...
Those who come more from an engineering background might be familiar with the concept of state machines. This article explains an easy implementation in CRM.State machines are basically a way to model an object’s life cycle, including the differen...
When you configure an SLA item in CRM, you have the option to specify the “Failure” and “Warning” times as a duration. The format of these fields Is the same as any other CRM duration field, but what does it really me...
The alternative keys feature introduced in CRM 2015 U1 turns out to be extremely useful, especially for integration scenrios in which you might want to keep a record of an “external key” from another system or you want to enforce duplicate prevent...
An old CRM problem is that sometimes when you define N:N relationships between 2 entities, you find this relationship not available for search in Advanced Find. Don’t worry about it this article will give you the work-around you need.Consider a sc...
With the introduction of the “Entity” scope in Business Rules, we can now configure them to execute on the server instead of a form (client-side) logic. However, this brings a dilemma on whether to use business rules or synchronous workflows for s...
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