Many times documentation regarding how to use certain code assumes that you have a the level of knowledge required to jump right into the process.  Lets assume for a minute that your new to development or you haven’t attempted to write code for some time, you might need a refresher on how... [More]

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]

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]

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]

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]

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]