Let’s take a quick look at the CRM news that came out this week.
PowerObjects gave a few quick tutorials to help with CRM 2013. First check out, What to do when: The ‘Set As Default’ button for Dashboards Disappears in CRM. This talks about how to resolve an issue that occurs when your Homepage is set to Dashboards. Then also check out, Accessing the Business Process “Name” in CRM. This shows you how you can create a workflow to populate a field with the current process that is running. This allows you to do charts and reports on that data.
Hitachi Solutions discussed Complex Goal Calculations Using CRM 2015 Calculated Fields. This describes how to use Calculated Fields to determine the weighted percent achieved.
CRM in the Field wrote about the Dangers of Guid.NewGuid();. This is more technical than I usually include but it is very interesting. Apparently when GUIDs are automatically created they are sequential to provide better SQL performance. So don’t try to create your own through plugins/integrations unless you have a very good reason.
Mitch Miliam posted a tutorial of how to Find All Activities for a Particular Entity Type. This is a very helpful tip if you want to only look at Activities regarding Accounts or something like that.
CRM Tip of the Day had an interesting Truckstopdiscussion about turning off e-mail tracking with CRM for Outlook. You should also check out their tidbit on Dynamic Excel Export Not Working (hint: it has to do with CRM for Outlook too).
That’s all for this week. Have a great weekend!