Webfortis Blog

The Final Countdown...Starting the Case Timer

by Kim Ossenkop 1. September 2015 13:36

There are plenty of articles on the web about how to get the Timer feature onto a Case form, however, I’ve found people asking how to get it started.   Simply adding the Timer Control to the Case form does not actually mean it will start the next time you create a case…and there is a reason.

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Tags: CRM 2015

The Parature Complete Service

by Jonathan Mazzarella 12. May 2015 10:00

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CRM 2015 Hierarchy Visualization

by Saul Fernandez 7. May 2015 10:00

About 65% of the population are visual learners (Mind Tools, 1998). CRM gets that. With hierarchy visualizations, you get to see how your data interrelates sans the rows, columns, and headaches.

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Failed Solution Import in CRM- Invalid XML

by Jason Sanborn 23. April 2015 10:00

Importing Solutions should be a fairly seamless process. Under most scenarios it is. Once in a while, though, something goes wrong, and throws a monkey wrench into your import process. Most of the time, you get a nice report telling you what fails. Unfortunately, there's one type of issue that gets very hard to resolve. That is when you get the Invalid XML error immediately after trying to upload the solution for import.

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Sales Tax Tips for Tax Managers

by Reposted from Avalara.com 14. April 2015 10:00

Compliance isn’t for wimps. Just ask accountants and tax managers. After all, compliance isn’t just number crunching and spreadsheets. Following the sales tax rules of a jurisdiction involves far more than just finding the right tax rate. From product taxability to tax-exempt transactions to sales tax holidays compliance tasks can hamstring even the most efficient operations.

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Microsoft Dynamics CRM 2015 Online web client vs. tablet

by Kim Ossenkop 7. April 2015 10:00

With the recent release of Microsoft Dynamics CRM 2015 we have had some clients ask about tablet functionality and how it compares to what is available with CRM 2015 Online.  In researching, I couldn’t find a comparison chart of those features so I started out compiling a list from various Microsoft material resources. 

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CRM For Outlook Client Crashes Upon Launching the Configuration Wizard

by Michael Shreiber 2. April 2015 11:09

Recently I was assisting a customer with a rollout of the CRM For Outlook client for CRM 2013 when I came upon an unusual scenario. After successfully installing the client application, the configuration wizard crashed immediately upon executing.

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Outlook Contacts Synchronization Deep Dive

by Alan Garcia 25. March 2015 10:00

The Outlook client for Dynamics CRM has been a bit of a mystery to many users and partners for many years now.  One key area is that of Contacts where users experience duplicates in their Outlook, mobile devices, CRM, and sometimes even integrated applications.  This post will explain why and how this occurs as well as explore some underlying technical details.

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Scribe Lookups and When to Use Them

by Tom Franceschine 19. March 2015 10:00


When writing Scribe processes I often find myself needing data not immediately available from my source query. This can be due to a number of reasons, from source query execution optimization to the complexity of the required relationship. Whatever the case, here are a number of ways you can retrieve a value from another source without needed to insert a SEEK step in your DTS. The following functions can be used within User Variables for easy labeling and reuse or as ad-hoc retreivals within a data or lookup link formula.

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Tags: Scribe

Buy vs Build – 5 reasons you should NOT build a homegrown CRM system

by Bill Del Riego 17. March 2015 10:00

Ok, so your business is growing and you’ve made the decision to look into implementing a CRM solution to help automate and standardize your sales process. The first decision you will have to make will likely be, “should I buy it or build it?”

Here are 5 good reasons to NOT build your own:

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Microsoft Dynamics CRM 2015 – Improved Business Rules control

by Thad Webster 5. March 2015 10:00

When a company’s business process requires data fields on forms to be set to certain values or change a value based upon some data conditions, it is pretty easy for a programmer to write script code on the form to perform those operations.  Improved CRM 2015 Business Rules allow System Administrators without programming skills to be able to configure Business Rules that will set or change form data field values.

Opportunity Tracking

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Anatomy of Business Process Flows in Dynamics CRM 2015

by Scott Soulages 3. March 2015 10:00

Anatomy of Business Process Flows in Dynamics CRM 2015

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What's New With Business Process Flows in CRM 2015

by Mark Taniguchi 26. February 2015 10:00

Business process flows are not a new feature in Dynamics CRM 2015. They were introduced in the 2013 release as a way to provide a step by step guide to completing some process. The business process flow could be step up as a series of stages, with each stage containing multiple steps. The steps provide the user with a visual indicator of where in the process they are.

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Microsoft Dynamics CRM Authentication (On-premises)

by Saul Fernandez 24. February 2015 10:00

Have you ever wondered how you are authenticating to your CRM application? It is useful to think about this because it:

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Business Process Flow control in the CRM 2015 form

by Jabar Al Somat 17. February 2015 10:00

The Xrm.Page.data.process namespace has been introduced in the SDK of Microsoft Dynamics CRM 2015, which provides events, methods, and objects to interact with the business process flow data in a form. 

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Tags: CRM 2015

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The Final Countdown...Starting the Case Timer

There are plenty of articles on the web about how to get the Timer feature onto a Case form, however, I’ve found people asking how to get it started.   Simply adding the Timer Control to...Read more

The Parature Complete Service

So by now, I’m sure that you’ve heard Microsoft has acquired Parature and personally, I couldn’t be more excited! Many of you may be saying to yourselves “I’ve heard of Parature, I know Microsoft...Read more

CRM 2015 Hierarchy Visualization

About 65% of the population are visual learners (Mind Tools, 1998). CRM gets that. With hierarchy visualizations, you get to see how your data interrelates sans the rows, columns, and headaches. Once...Read more

Failed Solution Import in CRM- Invalid XML

Importing Solutions should be a fairly seamless process. Under most scenarios it is. Once in a while, though, something goes wrong, and throws a monkey wrench into your import process. Most of the...Read more

Sales Tax Tips for Tax Managers

Compliance isn’t for wimps. Just ask accountants and tax managers. After all, compliance isn’t just number crunching and spreadsheets. Following the sales tax rules of a jurisdiction involves far...Read more