tips-and-tricks
Collapsing Business Process Flows in Dynamics CRM 2013/2015
June 23, 2015

Are you using an out-of-the-box Business Process Flow in Microsoft Dynamics CRM 2013 or 2015, but want to have it collapsed by default? Then today we have the answer for

crm-101
Accessing the Business Process “Name” in Dynamics CRM
January 19, 2015

In your Microsoft Dynamics CRM musings, you might have come across having multiple business processes that you follow on Opportunities. What do you do if you want to track how

crm-101
Sum of Revenue Field in a Report Created Using Report Wizard in Dynamics CRM
September 12, 2014

Do you have a requirement to create a report to sum a calculated field in a report? Are you thinking that this can only be done through a custom SSRS

announcements
PowerUp—The CRM Event! A Closer Look at the Keynote
September 8, 2014

PowerUp—The CRM Event, is just around the corner! This CRM educational user conference is filled with content to help you get the most out of Microsoft Dynamics CRM. In our

announcements
PowerUp—The CRM Event! A Closer Look at the Pre-Conference Training Day
August 29, 2014

PowerUp—The CRM Event, is less than a month away! The conference has two full-days of Dynamics CRM educational content tailored to everyone from beginning users to advanced administrators. If you’re

announcements
PowerUp—The CRM Event! A Closer Look at Track 4: Gang Up
August 22, 2014

PowerUp—The CRM Event, is just around the corner! This CRM educational user conference is filled with content to help you get the most out of Microsoft Dynamics CRM. Let’s take

announcements
PowerUp—The CRM Event! A Closer Look at Track 3: Build Up
August 13, 2014

PowerUp, the educational CRM event of the year, is fast approaching! The conference is chock-full of informative Dynamics CRM sessions that are sure to delight all attendees. If you are

development
Switching from an Email Router to Server-Side Sync in Dynamics CRM 2013
July 22, 2014

If you haven’t done so by now, you are probably considering upgrading to CRM 2013. CRM 2013 introduces the new Server-Side Synchronization (SSS) feature which can take the place of

crm-for-sales
Organizing Sales Literature in Dynamics CRM
June 27, 2014

Sales literature is an important informational resource sales people use to present a product or service, many times to introduce potential customers to an offering at the beginning of the

news-updates
Spring ’14 Wave Update: Merge Up to 10 Cases Using a Single Click in Dynamics CRM
June 26, 2014

How many times have you wished you could merge cases in Dynamics CRM? Maybe you wanted to combine multiple reports of the same issue coming from different channels (web, email

news-updates
Spring ’14 Wave Update: Create Parent and Child Case Relationship in Dynamics CRM
June 25, 2014

Parent/Child Case relationships are among many updates rolled out as a part of Microsoft Dynamics CRM’s Spring ’14 Wave. Prior to utilizing this new relationship it is important to learn

news-updates
Spring ’14 Wave Update: How to Create Holiday Scheduling in Dynamics CRM

For those out there wondering how to ensure that your Service Level Agreement (SLA) is not affected by a holiday that your organization recognizes, Spring ’14 Wave has an update for you!