You are here

Blog Archive

CRM 2016: Fixing the Activities Subgrid

One problem that users have been facing since CRM 2011 is the discrepancy between what they see in the Activity Associated View for a record and an Activities subgrid included on the form. Someone may log a Phone Call with an Account or Contact as a recipient, but reference a Case in the Regarding field. In this instance, they’ll be able to find it in the Activity Associated View:

 

Using a Variable for a File Path in QlikSense

One of the things I typically do when working with a load script in QlikView is to assign a variable to the file path to my QVD files. That way, if the path changes, I only have to update it in one place instead of multiple places throughout the script. It usually looks something like this:

Simple Cookie Management in ASP.NET

Cookies are one of the many options available for state management in ASP.NET. A cookie is a small file on a client file-system that can be stored or retrieved from a browser session. These can be used for many things, but frequently are used to maintain a user session after the browser has closed – this comes into play with those “Remember Me?” checkboxes on log-in screens. When a user checks the box, they are usually consenting to have a cookie placed on their system.

Managing PowerBI Groups

Publishing reports under the workspace of a username works great when only one person is in charge of managing it. Unfortunately, PowerBI doesn’t allow us to give other users edit privileges on those reports, which limits effective collaboration with the rest of the team. 

Fortunately, PowerBI gives us the option to create groups which come with the ability to fine-tune permissions for other users. This feature requires a Power BI Pro license and is not available in the free version.