As you prepare to upgrade your Microsoft Dynamics 2011 environment to CRM 2013, it is very important to review your implementation for legacy code. CRM 2011 was backward-compatible to CRM 4.0 plugins, custom workflows, and 2007 endpoints; however, these legacy web services endpoints are no longer supported with CRM 2013. Endpoint addresses will need to […]

What do you do when more than one CRM user needs to synchronize their Outlook contacts with the same CRM contact record? By default, the CRM Outlook Client is set to synchronize CRM contacts to Outlook contacts based on the owner of the CRM contact record. For CRM users who share contact records, this isn’t […]

There may be a time when you need to uninstall Microsoft Dynamics CRM 4.0 for Outlook from your computer. This can be due to an upgrade or due to a troubleshooting process. This blog will walk through the steps to remove the Microsoft Outlook client for both Windows 8 and Windows 7. Uninstall the Outlook […]

One of the great benefits of the upcoming CRM 2013 release is the reduced number of clicks for adding activities. Everything you want to see is easy to access. This blog will guide you through various ways of accessing and creating activities within the new CRM platform. There are multiple places you can access activities: […]

Microsoft Dynamics CRM supports out-of-the-box integration with SharePoint, described in detail two previous blogs: SharePoint Integration in Microsoft Dynamics CRM 2011 and CRM 2011 and SharePoint 2010: Configuration and Folder Structure. One of the features of out-of-the-box integration is that the folders are created as needed—that is, when user navigates to Documents area of the […]

Many sales organizations use sales pipeline probability percentages to help them understand where sales opportunities are at in the sales cycle and what the chances are of closing the deal. Understanding some best practices for success with sales pipeline probability criteria can help you get the most out of this feature. The probability percentage field […]

  • 25 September 2013
  • CRM 101
  • 6 Comments

Good day, CRM users! Assigning records in Dynamics CRM has always been fairly straightforward. You have a record owned by your own user, and you want someone else to own it. So you assign it, and you’re done. This could be done via the Dynamics CRM user interface or programmatically using .NET code, SSIS, Scribe […]

Are you excited about the upcoming release of Microsoft Dynamics CRM 2013? We are! Check out our page on Dynamics CRM 2013 resources for the latest news, information and updates regarding the update. In today’s blog, we’ll focus on just one of the many exciting new features of CRM 2013—inline lookup controls. Inline lookup controls […]

In elementary school math classes, we were all taught how to round numbers. When given a value of 11.725 and rounding to 2 places, we know to round up to 11.73. Microsoft Dynamics CRM also does rounding for areas that use math, such as calculating the totals on quotes, orders, and so on. However, given […]

One of the great features of Microsoft Dynamics CRM is the ability to send out automatic notification emails triggered by certain actions, such as creating an account, closing a case, adding a note to a case, or converting a lead. This is done using the email router. So what happens when you have a CRM […]

NOTE: This promotion has now ended. Many Dynamics CRM customers have made the switch to Office 365 because of how seamlessly the tools integrate with Microsoft Dynamics CRM Online. Well, there’s good news for anyone who’s interested in either Office 365 or CRM Online. Microsoft is currently running a promotion called the SMB Advantage Program […]

CRM Online customers may have noticed an important new message when they log into CRM. Microsoft has started scheduling updates for the Microsoft Dynamics CRM 2013 fall release (codenamed Orion). This is a pretty major update with a revised user experience and a host of great new features. This is great news, but maybe the […]

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