Webfortis Announces 2014 Live Roadshow/Training Events Featuring the Latest in Microsoft Dynamics CRM 2013

by Webfortis 18. April 2014 08:06
SAN FRANCISCO, CA, April 17, 2014 (GLOBE NEWSWIRE) -- Webfortis, LLC, (www.webfortis.com) the thought leaders in Microsoft Dynamics CRM innovation, best practices, and social strategy, announced the calendar for the 2014 Roadshow series highlighting the latest features in the Spring Release of Micro... [More]

Tags:

Categories:

Passing Input Parameters to Dynamics CRM Plug-ins Using Unsecure Configuration

by Cecil Holmes 21. March 2014 08:26
The Dynamics CRM Plug-in Development process often requires configuration prior to execution. Ideally, configuration data (or input parameters) should be easily accessible and updated. Altering code for simple string value changes can be quite cumbersome if re-compilation is required and r... [More]

Tags:

Categories:

CRM 2013 Form Notifications

by Saul Fernandez 18. March 2014 09:20
Along with all of the exciting new features and visualizations in CRM 2013, Form Notifications cannot go unnoticed (pun intended). CRM 2013 has essentially streamlined the ribbon into a simpler, sleeker navigation. When you open or create a record, you can do so without any worries. Suppose you open... [More]

Tags:

Categories: Dynamics CRM | JavaScript

Webfortis Releases New Solutions for Federal, State, and Local Government Agencies

by Webfortis 10. March 2014 11:12
Webfortis and Microsoft introduce new technology solutions that enable government program oversight and management, bringing innovation that leverages Microsoft Dynamics CRM Washington DC, March 10, 2014 (GLOBE NEWSWIRE) -- Webfortis LLC., a Gold Certified Microsoft Partner specializing in Microsof... [More]

Tags:

Categories:

A Decade of Dynamics Consulting

by Webfortis 25. February 2014 14:43
Curious about the caliber of Webfortis staff, take a look at this... The important stuff... Let's not forget... That includes... That was easy.

Tags:

Categories:

Scalable Security Modeling Whitepaper available for Microsoft Dynamics CRM 2013

by Webfortis 24. February 2014 11:47
Microsoft Dynamics CRM 2013 offers a wide range of security modeling features, and it is important to choose the most appropriate approach to implementing a particular solution. Each feature offers a combination of characteristics that provide a balance between granularity of access control, adminis... [More]

Tags:

Categories:

Merging Entries in Microsoft Dynamics CRM 2011

by Jessica Coombes 18. February 2014 08:35
What do I do if I find duplicate entries inside my CRM? [More]

Tags: , , ,

Categories: Beginner | Dynamics CRM

Adding Global Ribbon Buttons for All Entities in Dynamics CRM

by Cecil Holmes 11. February 2014 09:55
The Ribbon is the menu located at the top of the CRM Page. The Ribbon includes buttons that are organized in tabs and perform special tasks (see Figure 1). Global Ribbon buttons will appear in the same position on the Ribbon for every Entity. They are useful because they extend the functionality of ... [More]

Tags: ,

Categories: Dynamics CRM | Ribbon

Start Your Selling Week with a Call Down List

by Thad Webster 28. January 2014 08:37
Increase your sales by setting up a customer Call Down list in Microsoft Dynamics CRM. Once you've set up a To Do list, you're more than halfway towards reaching your goal. Organize your customer records into segmented Marketing Lists so that you can easily create a group of Phone Call Activiti... [More]

Tags:

Categories:

Using the Adxstudio ALM Toolkit for Exporting and Importing Data

by Eric Li 21. January 2014 06:35
The ALM Toolkit is a suite of tools that can assist in automated change management of a CRM organization. One of the core components of the ALM Toolkit is its library of Powershell Scriplets that perform CRM Solution and Data management functions, allowing you to manage change, create backup version... [More]

Tags:

Categories:

Reinstalling the Outlook Client to Restore Functionality

by Alexis Stephens 7. January 2014 09:10
When it comes to convenience in the CRM software world, Microsoft Dynamics really has the upper hand. The interface is user friendly and simple, the fields are intuitive and of course, nothing beats the convenience of being able to access your CRM database from within Outlook. Outlook is a prog... [More]

Tags:

Categories:

Why Agile?

by Chuck Oldes, MCT, MCTS, MCSE, CSM 30. December 2013 05:27
What is Agile? As defined by Wikipedia, "Agile software development is a group of software development methods based on iterative and incremental development, where requirements and solutions evolve through collaboration between self-organizing, cross-functional teams. It promotes adaptive planning... [More]

Tags: , , , , , , , ,

Categories: Agile | CRM 5.0 | Microsoft | Webfortis

Injecting Your Own Logic Into Native CRM Ribbon Buttons

by Michael 10. December 2013 08:44
On more than one occasion I have found myself needing to interject some business logic into the native CRM button functionality. I could, of course, rewrite the entire functionality into my own web resource, but in most cases, I simply want to test for, or set the value of a form field then exe... [More]

Tags:

Categories:

Adding Navigation Bar Pictures in CRM 2013

by Ryan Filibert 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]

Tags:

Categories:

Scribe Insight or Scribe Online?

by tfrances 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]

Tags:

Categories: Advanced | Scribe

Month List