I recently posted a great blog called “A Tip for Dynamics CRM 2011 Security Roles.” It covers how to keep your sales force in the “know” while locking down the Accounts to be seen only by the people that use them. Let’s expand on that! Your CRM data is valuable and sensitive. System administrators and […]

As you may know, Microsoft is pushing out Internet Explorer 10. There are a few IE 10 settings that you’ll need to update in preparation for using IE 10 and CRM 2011. Luckily, it’s pretty simple! By default, IE 10 does not have the Menu Bar enabled. To navigate to the compatibility settings, we must […]

Many companies create silos within their data for security reasons. One way to do this is to increase Dynamics CRM security settings to make user-owned records read/write-only. This works, but it can also present some challenges. For example, what if one of your sales reps approaches a client about some new products, without realizing that […]

Want to learn how to create a prompt and response dialog in Microsoft Dynamics CRM? Then you’re in luck, because today we’ll walk you through how to use a dialog to create contacts in CRM 2011. Creating a contact via a dialog is handy because a dialog allows you to enter data efficiently without having […]

It’s important to set up “just enough” notification to users in Microsoft Dynamics CRM. Too much automatic notification can create an environment where no messages are taken seriously. We’ve talked about how useful Time and Condition-based Workflows can be for providing automated notification, but today we are going to talk about on-demand workflows and how […]

We know that Microsoft Dynamics CRM allows us to create a variety of Activities for every entity. So, for example, if we create a Phone Call or Email activity regarding any opportunity, quote, order, or invoice (or any other entity related to an Account), all those activities roll up to the Account also. However, did […]

Webinar: Manage Events & Event Registration in Microsoft Dynamics CRM When: Thursday, April 4, 2013 from 2:00 – 3:00 CDT Event directors manage what can seem like an overwhelming sea of information, including data on event registrants, vendors, sponsors and volunteers. Throw in marketing, promotions and registration logistics, and it’s easy to see how things […]

Impersonating a Dynamics CRM user is fairly straightforward in server-side code and using SDK. We have covered it before in the blog post How to Impersonate in Microsoft Dynamics CRM. But how can we do this in client-side code, specifically Silverlight? The first obvious approach would be not to use the context to obtain service, […]

The integration between Microsoft Dynamics CRM and Yammer is now available for Microsoft Dynamics CRM Online customers. This blog describes the steps to set up and configure the integration for your organization. In order to do this, you must already be a Yammer Enterprise customer. Connecting Microsoft Dynamics CRM Online with Yammer After a Microsoft […]

Most organizations use Dynamics CRM to track their Accounts and Contacts, but they also track other companies with whom they work. It’s common to use the Relationship Type field on the Account to indicate that a company is a Partner, Consultant, Investor or Vendor. That way it is easy to create a View that filters […]

Today we’ll describe a time-saving trick that automatically creates SharePoint sub-folders to be used in the integration with Microsoft Dynamics CRM. When configured to do so, Microsoft Dynamics CRM 2011 offers an integration with SharePoint that will create a folder for each record in CRM. Once the corresponding SharePoint folder is created, you can add […]

  • 1 March 2013
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Let’s say I’m looking up an Account record in Dynamics CRM and want to see all of the associated Activities to plan out my next course of action. I click on Activities from within the Account record and see that they are sorted by Open Activities scheduled in the next 30 days.  That’s dandy! But […]

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