Authors

Salvatore Montini

Salvatore Montini

Contributions by Salvatore Montini

Avoiding Duplicates with the D365 / CRM Outlook Add-On

When using Outlook with CRM, uesrs often find themselfs with many duplicate contact records. There are a few ways a user can leverage the sync filters to only have the records desired, but planning and standards should be set to ensure data will stay correctly sync’d. By following a few simple rules of thumb, duplicate records can be avoided and make the Outlook sync a better expirence for all. 

Salvatore Montini by Salvatore Montini

Adding PowerBI Tiles to a CRM Dashboard - No iFrame

DCRM introduced a new feature in 2016 update 1. This feature allows Power BI tiles to be inserted into dashboards in a few easy steps. This allows CRM to be a one stop shop for all of your company data!

Salvatore Montini by Salvatore Montini

How to Hide Write-In Product on Opportunity Product Sub Grid

How to hide or not allow users to add write-in products with a few different methods. If your instance needs to use the existing button only, follow one of the options in this post to hide the write-in button. 

Salvatore Montini by Salvatore Montini

Merging CRM Records with OneNote

When merging two records in CRM that both have OneNote workbooks created in SharePoint, the merge will throw a undetailed error. To continue with the merge, a few steps need to be taken to remove one of the workbooks and allow the merge to happen.

Salvatore Montini by Salvatore Montini