by Chuck Oldes, MCT, MCTS, MCSE
14. May 2013 09:03
One of the unsung features of MS CRM 2011 is Dialogs. Like Workflows, Dialogs allow an organization to standardize their processes. They allow for the collection of valuable information and act upon the answers provided. I always like to use the analogy of a service center and the escalati...
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by Kim Ossenkop
6. May 2013 07:42
The new Enhanced User Interface (UX) forms, recently made available to Dynamics CRM 2011 Online clients, provides an updated user experience for Accounts, Contacts, Leads, Opportunities and Cases. Other than a completely different look, the form also brings the added features of auto-save, edi...
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by Marc Wolenik - Webfortis CEO
31. March 2013 15:36
Back in November of 2012, Microsoft announced that it would discontinue the usage of the cool, but under-utilized feature for CRM Online - Internet Lead Capture (ILC). Despite the fact that this date has been extended to March 20, 2013, users are now required to find something else to use for their ...
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by Scott Fenton
7. February 2013 15:15
Make a resolution to be more productive in 2013. Follow these 13 tips, and you’ll see your sales productivity will skyrocket.
1. Learn a new sales approach Instead of getting stuck on one sales technique, keep your mind open and be ready to a...
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by Marc Wolenik - Webfortis CEO
4. February 2013 10:24
San Francisco, CA (PRWEB) February 04, 2013
Webfortis, LLC, (http://www.webfortis.com) the thought leaders in Microsoft Dynamics CRM innovation, best practices, and social strategy, announced their 2013 Roadshow series hosted in San Francisco (Tuesday 2/19/13), Seattle (Tuesday 2/26/13), and Irvi...
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by Scott Fenton
26. November 2012 10:34
Phone calls are the main interaction platform between customers and businesses. Over 92% of the average customers report that they interact with businesses mainly through phone calls. However, 85% of them claim to be dissatisfied with the phone calls. So how can sales reps prepare their calls ...
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by Marc Wolenik - Webfortis CEO
2. November 2012 11:32
Microsoft Corp. today announced that its next service update for Microsoft Dynamics CRM Online will be released in December 2012. This new service update comes on the heels of continued success that the Microsoft Dynamics CRM business is experiencing in the market, as it completes its 33rd consecuti...
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by Michael
17. October 2012 12:55
Using workflow to send email notifications to users when a record is created or updated is one of the most common use cases for workflow. Therefore, it makes sense that there should be an easy way to include the link to the record in the workflow email, but CRM did not give us a native way...
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by asomat
15. October 2012 08:23
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Tags: WRPCTokenUrl, TimeStamp, CRM 2011, CRM Web Service, Customization, Design, Discovery Service, Jabar, Jabar Alsomat, Java Script, JavaScript
Categories: CRM 5.0 | CRM Picture | Dynamics CRM | Form Picture | JavaScript | Microsoft | Webfortis
by Thymio Barbatsis
13. August 2012 05:30
Microsoft Dynamics has a rich interface with a lot of options for customization. The out-of-box configuration is ideal for most businesses, but lacks global search functionality. In order to search across multiple entities you can purchase a solution from The Marketplace or develop your own solution...
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by Chuck Oldes, MCT, MCTS, MCSE
3. August 2012 08:47
One of the advantages of MS CRM 2011 is the introduction of Web Resources, which allows you to reuse JavaScript across mulitple Entities. By centralizing code that can be reused you reduce the amount of custom code that needs to be maintained and in this example you can create a function that comple...
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by tfrances
31. July 2012 14:58
I had a particularly frustrating (though easily solved) issue in Scribe Insight the other day. I was working on a multi-environment Scribe deployment, where approved changes made to packages in development regularly get pushed to production.
The problem surfaced when we rolled one of the developme...
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by Madeline
31. July 2012 12:37
Webfortis’ Sandra Beals is one of the newest members of the NorCal chapter of the International Association of Microsoft Channel Partners (IAMCP) as the VP of Community Relations. Webfortis has been active in the IAMCP in the past, winning two “Partnering for Success” awards ...
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by Marc Wolenik - Webfortis CEO
20. July 2012 07:30
Webfortis Names Richard Wu as Vice President of Sales
Webfortis included in Microsoft's 2012 President's Club for exceptional Dynamics CRM Performance
Los Angeles, CA 7/19/2012- Webfortis, a leading Microsoft Gold Competency CRM Partner, announced today that they have promoted Richard W...
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by Ivan Gee
16. July 2012 06:20
CRM 2011 gives you the option to create multiple forms per entity, however, if you run into a situation where you need to display a specific form you will need to write some custom JavaScript to achieve this.
· Example 1: You need to display a different form when a user creates a ...
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