Two weeks to review this week. Let’s take a quick look at the tips and tricks that have been floating around about CRM.
PowerObjects posted a great tip to help you tell the difference between your DEV and LIVE environments. Check out How-to: Change the Default Blue Color in CRM.
CRM Tip of the Day had several great tips worth checking out:
- Recurring Goal Creation Strategies – Goals are a nice feature but you need to create a new one for each time period, I cannot just say I want this same goal every month. However, there are some ways to make this recreation a bit easier. This post goes through those methods and what each entails.
- Check your Duplicate Detection Rules after Solution Imports – I have personally needed this tip within the last few weeks. Make sure you check your Duplicate Detection rules after each release to make sure the rules you need published are still published.
- What does “reparent” Mean? - This walks through what the Reparent cascading relationship means and the security effect it has on your system.
- How to Display Entity Image on CRM Form – in CRM 2013 you have the option of adding images to your records. This shows how to take advantage of that feature.
The Microsoft CRM Team Blog posted a video last week – Learn a few new Tricks in Quick Tips for CRM for Tablets video. This goes through some features of the Dynamics CRM Tablet app to help you work more efficiently.
Salentica posted a good blog describing a CRM 2011 Rollup 17 issue – Rollup 17 Breaks Deployment Manager. If you are having an issue importing solutions with plugins into your Rollup 17 environment, check the deployment manager and see if this is your issue.
That’s all the CRM blogs I have for you this week. Have a nice weekend!