I recently answered a question in the Microsoft Dynamics Community forum someone had asked about configuring search system settings in CRM 2016. Assuming others might ask similar questions I have created this blog post.
I recently configured the voice of the customer functionality for a demo of CRM Online, here I describe how the steps I followed. Hopefully this post will provide the basics you’ll need to know about voice of the customer to get started.
A new feature has been added to CRM 2016 Online Update 1 called “Company News Timeline”. In this post I will describe how to install it and give my initial thoughts.
Recently I needed to add code when stages in my business process flow were selected or changed. This is easy to do.
I hit a problem that making a field read only did not affect it in my business proves flow. I also observed a similar behaviour with the header.
Luckily this problem is solvable, in this post I will document the solution.
In previous posts about Microsoft Dynamics CRM I have explained how hierarchical relationships operate and how rolled up fields are created. It is possible to combine both of these concepts, something I didn’t explain!
This post will explain how to roll up fields within a hierarchy.
In response to a recent question, this post explains how to enable Yammer on a custom entity.
A quick video which shows how to create a word template in CRM 2016
Microsoft Dynamics CRM 2016 Update 1 has introduced a new capability to create a customer field on any system or custom entity. Until now, “customer” has been a special polymorphic relationship that only existed in a limited number of places in CRM. Such as the customer field on cases. Polymorphic because a customer could be…