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Recent posts by our CRM Experts
Jun 11

GoldMine : Preventing Duplicates

By GoldMine CRM No Comments

We’re going to talk eventually about merging two duplicate records, but let us first speak of how to circumvent the issue in the first place.

These are, in order, the most important steps you can take to prevent manually entered duplicate records:

  1. Search the database. I am continually surprised at how little this first step is ignored. Remember, you can use the percent sign (“%”) as a wildcard in your searches.
  2. Make sure, in the New Record window, that your Duplicate Checking options are enabled.
  3. Ensure that duplicate e-mails are disabled in Tools | Configure | System Settings | Advanced.

Remember, the best duplicates are no duplicates!

Jun 04

Dynamics 365: Update a Read-Only field with a Workflow

By Microsoft Dynamics CRM 5 Comments

If you’ve ever tried to use Read-Only fields, you may have run into a common issue–there’s no way to actually update that field! At least, it can seem that way, especially if you want to use a Workflow to set the field. A great example of this is the name field. We have many clients who want to use a standardized format for record names–for example, naming Opportunities Account – Created On Date – Est Revenue, or naming Leads Last Name – Topic.

There are tons of reasons why you may want to set a field to read-only on a form–below, I’ll show you how to set it by workflow.

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Jun 04

Dynamics 365: Use Custom Views to see more Workflow Details at-a-glance

By Microsoft Dynamics CRM No Comments

As a Dynamics consultant, I work with Workflows a LOT. One of my favorite tips to make working with Workflows easier, is to create a custom View to show additional data about the workflows–for example, how they are triggered, “Modified On”, and “Modified By” fields. If I’m troubleshooting, this can be extremely helpful. Keep reading to find out how to add this data to the Processes view! Read More

Jun 04

Office 365: Determine how your Org Upgrades from Skype to Teams

By Microsoft Office 365 One Comment

Don’t forget! Skype for Business is being replaced with Microsoft Teams over time.  Please see the following Microsoft articles for more information:

Understand Coexistence and Upgrade Journey for Skype for Business and Teams

Journey from Skype for Business to Microsoft Teams

FAQ – Journey from Skype for Business to Microsoft Teams

You can specify the “Coexistence Mode” for Teams and S4B for your organization by accessing the Teams & Skype for Business Admin Center (more on that in the previous blog post)–or access it directly by going to admin.teams.microsoft.com.

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Jun 03

Salesforce.com – Using rich text component for URL’s

By CRM, Salesforce CRM 6 Comments

We’ve already used conditional rich text boxes, showing certain alerts depending on products.  However, when working with a client this week, they are using Rich Text to replace the old classic “links” box that was always there on the left.  Only issue here is that we have create the rich text component on every page if you want it to always show, but there’s also some flexibility in that (maybe you only want it on the home page and not the account pages like it always showed up before — good and bad I guess).

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