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Tip #170: There is no queue like a business queue
When user wants to add item to a queue, the default view used to perform the lookup is the “Business Queues” view. Don’t try to look it up in customizations – it’s not there and seems to be hard-coded....
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Tip #441: Errors when sorting views on mobile
Recently Scott “Comandante Redlaces” Sewell noticed that when he was using CRM for Tablets and clicked on a view column to sort, the app returned an error. Thanks to Tanguy “Toolbox” Touzard’s...
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Tip #591: Advanced text conditions in system views
If you need to create a list of accounts with an annual revenue between 1 and 2 millions, you can quickly add two conditions in your view: But what if you’d like to see a list of accounts with the...
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Tip #747: If your view is broken
If you followed our yesterday’s tip and tried to set up a workflow automatically adding a user to a team, you may have seen the error message: “To use this saved view, you must remove criteria and...
View ArticleTip #1072: Open existing contact in All Contacts view
I need to get out more often. Thanks to the relevance search, I have not used All Contacts view since the awkwardly named Dynamics 365 July 2017 Update seen the light of the day. Because if I have had,...
View ArticleTip #1197: Unified Interface lookup changes
Change to how lookups behave in Unified Interface is coming in December. &tl;dr Up until now Unified Interface used Lookup View to perform the search. After the change is rolled out, Unified...
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