If you work at Webfortis, you can take Unlimited Vacation - How great is that, and what exactly does it mean?

by Beth Armendariz 17. May 2012 10:10
We recently announced a small change to our vacation policy - Instead of 2 weeks off every year, we said "Take what you want - we'll cover for you!" By definition, "Unlimited Vacation" means that you are able to take vacation without restrictions, limits or controls. At Webfortis we ... [More]

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Train-The-Trainer Training

by Madeline 9. May 2012 16:53
One of the many training services we offer at Webfortis is to teach CRM users to train their team.  Successful companies will grow and add more users to their CRM, once key users understand the system they will need to train these new employees how the system works.  Although at this point... [More]

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Redirect IFrame Content

by Webfortis 7. May 2012 08:59
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... [More]

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Categories: Dynamics CRM | JavaScript | Webfortis

Invoking Plugins from Workflows

by Dan Roberts 3. May 2012 10:15
Microsoft Dynamics CRM takes a conservative and security conscious approach to plugins, and as such, Workflow Activity Plugins are not allowed in Microsoft Dynamics CRM Online at present. Though this leaves functionality to be desired, there are some tricks you can use to achieve the same goal. [More]

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Categories: Beginner | Blog | CRM 5.0 | Dynamics CRM | Microsoft | Training

How to Predict CRM User Adoption

by Christopher Bates 1. May 2012 09:12
Here are five data points that I think are worth evaluation for every CRM user audience. If we can assess and address each of these five issues early and often, building user adoption into our project lifecycle as a separate and distinct discipline, the total risk of CRM project failure will drop significantly. [More]

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Categories: Dynamics CRM | Training | User Adoption | What is CRM?

MS CRM 2011 Field Formatting and Regular Expression Objects with JavaScript

by Chuck Oldes, MCT, MCTS, MCSE 7. April 2012 16:02
One area that Microsoft CRM 2011 needs assistance in is establishing data input standards and validation.  Simple data entry points can quickly start to lose shape if a system administrator doesn’t apply framework to ensure that the application users input data matches the desired require... [More]

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Categories: CRM 5.0 | JavaScript

WHAT IS CRM ANYWHERE?

by Sandra 3. April 2012 12:08
If you or members of your organization are asking questions such as…… Can I use my iPad, Droid or tablet to access Dynamics CRM? Can I have meaningful conversations with clients and prospects within my CRM while viewing their latest social media updates and status? Can activity fe... [More]

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Debug Information

by asomat 19. March 2012 13:33
In Crm 2011 if you want to view more debug information than (Help -> About) go to this page

Crm Online: https://.crm.dynamics.com/home/home_debug.aspx

For On-Premise Crm: http://://home/home_debug.aspx

This information change based on user security role. [More]

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Categories: Blog | CRM 5.0

CRM 2011: JavaScript Tutorial 01 - Basic Field Calculation

by Travis Sharp 28. February 2012 01:13
  When customizing CRM for your business, you will undoubtedly run into the need for form-level customizations and business logic. In this tutorial we will be covering basic "Attribute" & "Control".  Interactions in this tutorial which will help with implementing basic calculated fiel... [More]

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Categories: CRM 5.0 | Dynamics CRM | JavaScript

Introducing: Microsoft Dynamics CRM Anywhere!!!

by Rob Kszan 7. February 2012 17:45
Microsoft announced the upcoming release of “Service Release 8” (aka R8) for Microsoft Dynamics CRM 2011 slated for availability in Q2 2012. They’ve labeled this Service Release with the Tagline: “Microsoft Dynamics CRM Anywhere” ... and it lives up to this mantra too!
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Cloudy with a 99% Chance of Sales

by twilson 7. February 2012 16:22
“Sunny days, sweeping the clouds away…” Has your company seen sunnier days?  Well, with cloud based CRM, the chance of sun and sales has just increased.  So go find some shade, because you sure are going to need it!   The key to any strong business is using techn... [More]

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Dynamics CRM Performance - International Data Center Anecdotal Evaluation

by Marc Wolenik - Webfortis CEO 14. January 2012 20:56
What's in a name? Well, depending on the selected region you enter when you sign up for Microsoft Dynamics CRM Online, your URL will have several different options in the URL. These options are as follows: <<organization name>>.crm.dynamics.com <<organization name>>.crm4.... [More]

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Meet the Experts Live: Achieving High CRM User Adoption

by Sandra 12. January 2012 17:33

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Categories: Blog | CRM 3.0 | CRM 4.0 | CRM 5.0 | Dynamics CRM | Microsoft | Webfortis

What is coming next for CRM? Microsoft Dynamics CRM Statement of Direction

by Marc Wolenik - Webfortis CEO 12. January 2012 10:07
Have you wondered when and what is coming next for Dynamics CRM? (Perhaps even Dynamics CRM 6.0 or Dynamics CRM 2013/2014?) Check out the Statement of Direction for CRM. The following is from the introduction: With upcoming releases of Microsoft Dynamics CRM, we will continue to put our philosop... [More]

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Webfortis Extends Microsoft Dynamics CRM/xRM Service Offerings to Seattle and Portland

by Marc Wolenik - Webfortis CEO 9. January 2012 09:24
Webfortis, The CRM Experts, who recently released their third book on Microsoft Dynamics CRM/xRM, announced plans to expand their reach for Microsoft Dynamics CRM/xRM service offerings with an expansion to the state of Washington. The new office is approximately ten minutes from Microsoft Offices in... [More]

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