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“How can I have my own default view open automatically?” “Can we hide some of the system-defined views as we are not using them?” I have had to answer similar questions in almost every CRM project I have done, especially in XRM implementations as the out-of-box system views are aimed for traditional Sales Force Automation. After [...] Clearly, Dynamics CRM is an awesome and powerful tool right out of the box. That said, there are many tips, tricks and tweaks – and OK, full blown SDK level customizations for those that have the skills (talk about REAL power) that can improve and enhance the functionality and ultimately the user experience. We constantly strive [...] Have you recently updated the details of an event you have created using the Microsoft Dynamics CRM Event Management Accelerator? Are you finding that the changes you have made to the event in CRM are not appearing on your event website? If so, you have come to the right place! At first glance this issue may seem like [...] In one of the recently released update rollups a new registry is now available for reducing the size of the asyncoperationbase and workflowlog tables. Setting AsyncRemoveCompletedWorkflows to a value of dword 1 will cause all successfully completed workflows to be immediate deleted after they are run. This can be beneficial, but only to a very [...] Today I’ll be writing about another small workflow utility our team has developed that I think is really handy. Sending reports via pdf is native sql server functionality, however, it currently requires a sql report services administrator to schedule the report and this is all done outside of crm. Our team has developed a workflow [...] At PowerObjects we have been busy with a little xRM application to measure our customer satisfaction (CSAT) inside of Dynamics CRM. When we started looking at the issue we first had to decide the timing of our survey and how long they should be — I don’t know about you but I’m not a huge [...] Wow – people are always asking about xRM as it’s getting alot of traction. At PowerObjects we have always got it, but saying the “x” is any relationship you can think of just doesn’t do it justice – well we think this video does it justice! This is a video even the late [...] Updated April 16, 2008. I’ll be writing a series of articles regarding the various issues that we have encountered while installing CRM 4.0 and migration CRM 3.0 to 4.0. We have found solutions and fixes for all of these. Hopefuly these articles will save you some time or tickets with Microsoft. Article one – the dreaded “The [...] |
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