The CRM Lab Blog

Building “Does Not Have” Marketing Lists with CRM Intelligent Query


by Michael Ochs on August 21, 2015

When Standard Advanced Find isn’t Enough

CRM IQ (Intelligent Query) has a lot of everyday uses for getting data out of MS Dynamics CRM. You can easily create ad-hoc Advanced Finds that include a condition for finding records that “do not have” child records of a particular type and create queries that include records with no child records “OR” child records that meet a specific requirement. However, one of the most compelling reasons to build such an Advanced Find comes from our partners at ClickDimensions.

A Clever Workaround

In their recent blog post Advanced Find: Some Common Needs, the creative folks at ClickDimensions provided a great way of excluding records from a static marketing list and creating a point in time answer to who, in CRM, hasn’t been emailed in the last six months. Unfortunately, the same solution doesn’t work for a dynamic marketing list. That’s where CRM IQ comes in…

The Perfect Fix!

NoEmailsInTheLast6Months-1

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CRM Intelligent Query Known Issues, Fixes and Workarounds


by Michael Ochs on August 17, 2015

Below is a list of known issues, fixes and workarounds for current and previously released versions of Dynamics CRM Intelligent Query. We will be updating this list as we find additional useful hacks or make fixes to IQ and will post the updates to our Twitter account. Please feel free to reach out to us, in the comment section below, if you find an issue that isn’t on this list. We rely on our users to help us make CRM IQ better and so far we’ve gotten amazing feedback from the community, a few of which are mentioned below. Thanks! 

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CRM Intelligent Query Documentation CRM Intelligent Query How-To

Automatically Update Cloned Records with Output Parameters


by Jon Gillam on July 31, 2015

With our latest release of Dynamics CRM Snapshot we introduced Output Parameters. This new feature gives you the ability to capture and manipulate the generated Snapshots along with any related records after the Backup or Clone steps in the workflow are completed. 

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CRM Snapshot Known Issues, Fixes and Workarounds


by Michael Ochs on July 22, 2015

Below is a list of known issues, fixes and workarounds for current and previously released versions of Dynamics CRM Snapshot. We will be continually updating this list as we find additional useful hacks or make fixes to Snapshot and will post updates to our Twitter and Facebook accounts. Please feel free to reach out to us if you find an issue that isn’t on this list. We rely on our users to help us make CRM Snapshot better and so far we’ve gotten amazing feedback from the community, a few of which are mentioned below. Thanks! 

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CRM Snapshot Documentation CRM Snapshot How To

Run Deep Rollback from CRM Snapshot Record


by Mallory Lawhorne on July 20, 2015

Now that you’ve set up your Deep Backup Workflow, you may have a contact with sales information you want to preserve. The following step can help you in just a few easy to follow steps.

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CRM Snapshot Documentation CRM Snapshot How To

Configurable Deep Clone Setup with CRM Snapshot


by Mallory Lawhorne on July 17, 2015

Creating a configurable Deep Clone is almost identical to set up of a Configurable Deep Backup. The difference in setup comes in to play during a few steps in setting up the workflow.

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CRM Snapshot Documentation CRM Snapshot How To