by Ivan Gee
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...
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by Leo Wong
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).
I recently worked with a client on displaying Out-of-the-Box ribbon bar buttons based on security role(s). The client was skeptical to use any JavaScripts. So I presented the following no...
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Tags: CRM, CRM 2011, CRM2011, Customization, Design, Dynamics, Microsoft Dynamics, Microsoft Dynamics CRM, MS CRM 2011, Webfortis, What is CRM?
Categories: CRM 5.0 | Dynamics CRM | Microsoft | Ribbon | User Adoption | Webfortis | What is CRM?
by Taylor Wilson
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...
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by Travis Sharp
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...
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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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