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Microsoft Dynamics CRM

When checking entity conditions using the greater-than or less-than operators, you will want to be sure the data types of the fields will support that accordingly. For instance, while the "nvarchar" data type will allow you to check for a greater-than condition, it won't evaluate it based on the numerical value but rather the character value. For numerical condition checking, be sure to set the field up as a numerical data type (money, float, etc.).

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Salesforce

Do you find yourself running a particular report on a regular basis? You should consider creating a custom link to it on your Home Page. To do this, click on Setup. Under the App Setup section in the left-hand menu bar, click on Customize-Home-Custom Links. Click on the "New" button and fill out the required information. In the notes area at the bottom, paste in the URL of the report (you can get this by running the report and copying the URL from the address line in the browser).

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