crm-101
PDF In Document Libraries in IFrame – Open in New Window
October 15, 2010

Many of our clients have a SharePoint document library displayed in an iframe in various entities, such as accounts, contacts, projects, etc. This works great, but often one complaint is

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Organization name in Microsoft Dynamics CRM 2011
October 14, 2010

So you’re working in CRM 2011, do you know your “organization name”? I was building reports in CRM 2011 Online and started getting the wrong data in one of my

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Reports With Fetch XML …Cool

How do you make it work you ask…. Let me show you. You have to download and install Microsoft Dynamics CRM 2011 Fetch Extension. Cool. Just jump to Resources, download

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Service Scheduling Part 3 of 3 for Microsoft Dynamics CRM
October 12, 2010

Business Issue I need to schedule my people and equipment resources to provide a service to a customer. Solution One of the most underutilized areas in Dynamics CRM is its

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Microsoft Dynamics CRM 2011 Field-Level Security Out-of-box
October 8, 2010

In Microsoft Dynamics CRM 4.0, there are very few (and complicated) options for field-level security in CRM. Here is the white paper in the “Nuts and Bolts” Series from Microsoft.

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Talking Sales Analytics
October 7, 2010

Dynamics CRM=Great……Dynamics CRM+Analytics=WHOA – now that’s what I’m talking ’bout. One of the primary reasons many organizations chose to go down the CRM implementation path is to put in place

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Date Fields on Activities in Microsoft Dynamics CRM
October 5, 2010

In Microsoft Dynamics CRM 4.0 date fields, when you are looking at Activities in the Activities area, you are looking at something called the Activity Pointer. This is essentially a rollup

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CRM 2011 Data Import Wizard
October 1, 2010

The Data Import Wizard has been greatly improved for CRM 2011, taking on some of the functionality of the Data Migration Manager from CRM 4.0 and adding a few cool

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Why is Bill Gates Staring at Me? The ‘People Pane’ in Outlook 2010
September 30, 2010

One of the new features of Outlook 2010 is something called ‘the People Pane.’ Whenever I open an email in Outlook or an individual contact this little ‘pane’ will appear

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Processes in CRM 2011 Prompt and Response Dialogs

Microsoft Dynamics CRM 2011 certainly has changed quite a few of the areas that users and developers alike have grown comfortable with in CRM 4.0. While there have been some

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CRM 2011 Patches via windows updates

Another very nice feature of crm 2011 is that patches are delivered via windows updates. This means that administrators can leverage windows update services to granularly control when servers get

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Auditing with Microsoft Dynamics CRM 2011
September 27, 2010

For users of Microsoft Dynamics CRM 4.0, there are a few options for auditing changes to a record in CRM. For free open source tools, there is the Audit Plug-in