12. November 2013 08:16
Microsoft Dynamics CRM 2013 comes with a nifty navigation bar at the top of the screen, which is quite different, from the CRM 2011 instance. This Navigation bar can provide you with the display of a company logo in the top right corner, so anyone who views your CRM organization can see your company... [More]
29. October 2013 13:27
Many CRM customers have data in other applications that need to be viewable alongside CRM data, thus necessitating integration through a third party application. For many integration scenarios we recommend the use of Scribe software, but with the choice between their on premise and online offer... [More]
24. October 2013 07:15
Like my colleagues, I am very excited about the next release of Dynamics CRM 2013. It brings a brand new user interface and some long-awaited functionality that I’m thrilled to share with you.
As a Dynamics CRM Consultant, I do the majority of basic configurations for my clients ... [More]
7. October 2013 07:36
SACRAMENTO, CA, Oct. 7, 2013 (GLOBE NEWSWIRE) -- Webfortis, LLC, an industry thought leader and Microsoft Gold Customer Relationship Management Competency Partner, announced today its offering of Microsoft Dynamics CRM to federal, state and local government agencies on a Federal Risk and Authorizati... [More]
24. September 2013 06:18
When working with plugins, authentication for CRM is handled automatically. The user's credentials and appropriate permissions are received from within the context. What if you need to write a service or application to connect to CRM? For that, CRM 2011 SDK makes it easy to do with simplif... [More]
17. September 2013 08:15
So you have a CRM database with lots of data – YAY, great for sales and marketing!
Hmmm – maybe.
Are you having challenges reaching the right people in your marketing efforts? Are your e-mails and regular mail being returned? Phone numbers disconnected? Do y... [More]
10. September 2013 08:58
Dynamics CRM is coming soon. Is your organization ready to transition? Here are three important steps to help pave the way and prepare your teams to embrace the new software system. [More]
10. September 2013 06:35
20. August 2013 11:33
Over the years of using CRM 2011, many "best" practices have surfaced for using these objects, but nobody has yet called out the obvious. [More]
9. July 2013 10:35
After doing an Advanced Find search, you may want to share the information with people within your company so that they can read and/or edit your new View. The simplest way to share a view is to use the Advanced Find’s sharing function.
Once you have created the View tha... [More]
28. June 2013 07:12
Although we are officially under NDA with regard to specific information about Orion, there is enough information publicly available from Microsoft to warrant this post about Microsoft Dynamics CRM 2013, aka Orion (and we'll include links to all the official Microsoft web pages showing where this in... [More]
18. June 2013 10:11
When creating solutions for clients there are some cases where default or configuration records need to be imported/created. One way to automate this process is by creating a plugin that triggers on "Publish All" after importing a solution.This example shows how to import one Entity type, called Per... [More]
6. June 2013 07:29
In this post I will provide a guide on how to do ribbon bar's button hiding by Security Role(s).
29. May 2013 10:49
Regardless of your company's size and the requirements for your Customer Relationship Management (CRM) solution, the goal remains the same: learn more about your customers and leverage that knowledge into increased customer loyalty and improved sales.
However, too often companies jump into their C... [More]
21. May 2013 10:55
Whether we're trying to simplify business logic in other applications, process web forms or even attempting to communicate with a Java based application, IIS based Web Services can be very helpful with integration of these disparate systems while simplifying business logic in... [More]