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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. 

Microsoft Dynamics CRM Custom Entity Record Ownership

In Microsoft Dynamics CRM, when creating custom entities with a master-detail relationship, take care that the ownership of the detail record matches that of the master record.

For out of the box CRM master-detail entities, such as Invoice-Invoice Product and Quote-Quote Product, detail records automatically inherit the security of their master record. There are no ownership fields exposed on the detail record itself.

Introducing Generation Z

Just as the professional world was beginning to understand and adjust to the millennial generation, a new generation is surfacing and warranting attention: Generation Z. Similar to each generation prior, Generation Z sees the world differently and have different priorities, including how they work best. This generation consists of individuals born between 1994-2010.

Retaining Top IT Talent

What’s scarier than missing your project deadline? Not having the properly skilled people to perform project tasks with quality. The biggest challenge in the world of technology is scarcity and the competition to hire and retain top talent. The fight for talent has not been a single battle, but a long, drawn-out war. 

Sync Data Changes with TSQL Merge

The TSQL Merge statement has been around since SQL 2008, but I haven’t had a real need for it until recently. Typically, if you wanted to modify or synchronize data in a table based on some source, you would have to perform separate operations for insert, update and delete. This is where Merge comes in as it allows you to perform those insert, update and delete operations on a target table in one statement by joining to a source table.

Make Better, Data-Driven Decisions

What if you had a secret weapon? A tool that could tell you if a decision was smart before it was made or pointed you in a positive direction? You wouldn’t leave home without it. It would not leave your side. That tool does exist for businesses, with the proper support and training. It is your company’s own data. Your company can hone in on what its data can reveal to not only help you understand your past but, more importantly, to shed some light on your future.

Data as an Asset

The foundation of any business is composed of three things: the products/services offered, the people who keep the company running and the data that demonstrates past decisions and supports future decisions. Data is the backbone of every business. It is filled with useful nuggets of information, detailing past business trends, successes (and failures) and opportunities for growth moving forward. The data can assist your business in many ways, including in the development of new offerings, boosting total revenue and better managing your company’s costs.

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