There may be a scenario when working in Dynamics CRM where you want to open an email activity in Outlook, as Outlook provides a richer set of formatting and usability options. Yet, if the email record is created (perhaps automatically) within CRM, you’ll want it to stay in CRM. In addition, you’ll want an easy […]

  • 8 August 2013
  • Addons
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Every organization has different ways of dealing with document management, and in particular how they handle signing documents. In today’s digital age, where you may not even be in the same country as the person you are doing business with, e-signatures are a fast and convenient alternative to signing hard copy documents with pen. For […]

  • 7 August 2013
  • CRM 101
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The Dynamics CRM Outlook client offers a tight integration with Dynamics CRM. It allows you to use the application from Outlook, as well as the ability to synchronize contacts and activities. When you open Outlook, the default settings have it go straight to your inbox for your homepage. But wouldn’t it be great to have […]

The duplicate detection functionality in Microsoft Dynamics CRM was developed to help you maintain integrity of your data. You can configure duplicate detection rules for any entity in CRM. The duplicate detection can be used during the creation of a record, updating a record, during imports or as a scheduled job. One thing to note […]

When implementing Microsoft Dynamics CRM, you may have a requirement where you need to see a selection of records filtered to only records that are associated with an earlier user selection. Some of these filters can be achieved using out-of-the-box customizations. But in some cases, you might need to achieve this by implementing some simple […]

By now, you’ve probably heard of the PowerWebForm add-on for Microsoft Dynamics CRM (if not, you may be living under a rock). This tool lets you capture leads from your website directly into Microsoft Dynamics CRM. Well, PowerWebForm can also provide you with a quick way to capture lead information from a mobile device, such […]

When it comes to importing and updating records in Microsoft Dynamics CRM, there are two distinct functions: importing records using the import wizard and updating existing records by exporting to Excel. But what if you have a list of records that are not exported from CRM, and you want them to update CRM data? In […]

If you need to migrate data to Microsoft Dynamics CRM where the phone number field(s) contain leading zeros, this blog is for you! Using a migration tool such as Scribe Insight in CRM, we can use a series of functions/formulas to address this issue. The following function will not only handle the leading zeros, but […]

Microsoft has released critical updates for Dynamics CRM Server and CRM 2011 Outlook Client. Both of these updates are intended for users who are currently on Update Rollup 11 (UR 11). The UR 11 Critical Updates for the CRM 2011 Server  is targeted to users who can’t upgrade past UR 11 for compatibility reasons. An […]

While implementing a CRM solution, you might run into a situation where you need to run a complex on-demand workflow in Dynamics CRM on lot of records—say, more than 1000. This task may take some time, given the fact that you can select only 250 records at a time to run an on-demand workflow in […]

As you may or may not have heard, a new version of Microsoft Dynamics CRM called CRM 2013 is headed our way! This blog will discuss items to review while thinking about this upgrade. The CRM 2013 upgrade path requires the CRM system be on CRM 2011. Those currently running CRM 4.0 or earlier will […]

Workflows are an extremely useful tool in Microsoft Dynamics CRM. In today’s blog, we’ll discuss how to execute a workflow using the CRM ExecuteWorkflowRequest message in a console application. In this scenario, a workflow has failed a couple of times. Instead of re-running this workflow manually, we can use the code below to automate the […]

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