Clik here to view.
Dynamics CRM Customer Portal navigation controls
One of the issues in setting up a CMS based website using the Customer portal for Dynamics CRM was to recreate the Primary and Secondary navigation of an existing site. That site had a primary...
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Using advanced find with one to one relationships in CRM 4.0
When the new many to many feature for any relationships came out with CRM 4.0, a lot of us had issues using it. I still haven’t figure out a way to use it to access records in a workflow and advanced...
View ArticleClik here to view.
Winter CRM boot camp in Atlanta held despite ‘Blizzard of 2011’
Our January CRM 4.0 boot camp in Atlanta started on time even though Atlanta was experiencing the worst weather in nearly 20 years. Luckily, most participants arrived at the hotel Sunday before the...
View ArticleClik here to view.
Spring CRM 4.0/2011 Boot camp in Tampa
Our annual spring dynamics CRM training event will be held in Tampa, Florida from May 9 through May 19. Enroll now for your last chance to prep for the CRM 4.0 exams as this will be the last time we...
View ArticleClik here to view.
Dynamics CRM 4.0 rollup 16 now available
Microsoft continues to support dynamic CRM 4.0 by publishing yet another rollup, number 16. This rollup contains performance improvements and fixes for the import organization function of the...
View ArticleClik here to view.
CRM 2011 E-Mails–How to Insert / Add Graphics
This is the topic of an article I published back in the CRM 3.0 days, but as I was writing some of the decks for the soon-to-be released CRM 2011 processes video series, I realized I should publish...
View ArticleClik here to view.
CRM 2011 Quote Mail Merge Template Spacing Tricks
A number of times I’ve received questions from users about how I got the spacing to work on my quote templates that were posted back in CRM 4.0. Shannon asked today if I do a quick video one and since...
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Elements of Scheduling in Microsoft Dynamics CRM 2011
Here is another video from our CRM 2011 Applications Video Series. This one, from the Using CRM 2011 Service Scheduling, describes all of the entities (files) used in the Service Scheduling module of...
View ArticleClik here to view.
Cleaning Up CRM 2011 E-mails
I needed to clean up our database a bit and devised a method to identify potential spam emails so I could flag them for deletion. Mind you, it still takes a review of the email subject lines but this...
View ArticleClik here to view.
Deleting ‘Two Option’ or ‘Bit’ fields from CRM 2011/4.0
One of the challenges that I faced over time with both CRM 4.0 as well as CRM 2011, is eliminating "bit" or "two option" attributes from an entity in CRM once there are workflows in place that create...
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Lessons learned: Legacy Software Replacement using Dynamics CRM
Background: For the last four or so years, I have been involved in a legacy (existing) systems replacement project for a certifying board. The legacy software managed a database of information...
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Using advanced find with one to one relationships in CRM 4.0
When the new many to many feature for any relationships came out with CRM 4.0, a lot of us had issues using it. I still haven’t figure out a way to use it to access records in a workflow and advanced...
View ArticleClik here to view.
Winter CRM boot camp in Atlanta held despite ‘Blizzard of 2011’
Our January CRM 4.0 boot camp in Atlanta started on time even though Atlanta was experiencing the worst weather in nearly 20 years. Luckily, most participants arrived at the hotel Sunday before the...
View ArticleClik here to view.
Spring CRM 4.0/2011 Boot camp in Tampa
Our annual spring dynamics CRM training event will be held in Tampa, Florida from May 9 through May 19. Enroll now for your last chance to prep for the CRM 4.0 exams as this will be the last time we...
View ArticleClik here to view.
Dynamics CRM 4.0 rollup 16 now available
Microsoft continues to support dynamic CRM 4.0 by publishing yet another rollup, number 16. This rollup contains performance improvements and fixes for the import organization function of the...
View ArticleClik here to view.
CRM 2011 E-Mails–How to Insert / Add Graphics
This is the topic of an article I published back in the CRM 3.0 days, but as I was writing some of the decks for the soon-to-be released CRM 2011 processes video series, I realized I should publish...
View ArticleClik here to view.
CRM 2011 Quote Mail Merge Template Spacing Tricks
A number of times I’ve received questions from users about how I got the spacing to work on my quote templates that were posted back in CRM 4.0. Shannon asked today if I do a quick video one and since...
View ArticleClik here to view.
Elements of Scheduling in Microsoft Dynamics CRM 2011
Here is another video from our CRM 2011 Applications Video Series. This one, from the Using CRM 2011 Service Scheduling, describes all of the entities (files) used in the Service Scheduling module of...
View ArticleClik here to view.
Cleaning Up CRM 2011 E-mails
I needed to clean up our database a bit and devised a method to identify potential spam emails so I could flag them for deletion. Mind you, it still takes a review of the email subject lines but this...
View ArticleClik here to view.
Deleting ‘Two Option’ or ‘Bit’ fields from CRM 2011/4.0
One of the challenges that I faced over time with both CRM 4.0 as well as CRM 2011, is eliminating "bit" or "two option" attributes from an entity in CRM once there are workflows in place that create...
View Article