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Microsoft Dynamics CRM 2011 Multi Currency Enhancements

Microsoft Dynamics CRM has always had multi currency, but as with everything we are finding in CRM 2011 the enhancements to this rock! Here’s what we can tell you about

crm-101
CRM 2011 Custom Activity Types

One of the greatest strengths of Dynamics CRM since its version-3.0 days has been the ability for a user to extend the base application by creating custom (or, user-created) entities

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Microsoft Dynamics CRM 2011 Articles – Knowledge Base Article Enhancements

In the past we often heard this “We are using Dynamics CRM 4.0 and we would like to add attributes to the KB form, email KB articles from Outlook, audit

crm-101
Email a Link in CRM 2011

Wow! Do I ever love the Email a Link feature in Microsoft Dynamics CRM 2011. Even though this was available in MSCRM 4.0, it was buried on the More Actions

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Avoiding Duplicate Records Part 3 of 3 Microsoft Dynamics CRM

Business Issue Duplicate records are being entered into the system during imports and manual entry. Solution This is the third segment of a three part series on avoiding duplicate records.

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CRM 2011 Look and Feel – Personalization in Microsoft Dynamics CRM

CRM 2011 has embraced the web application! Unlike CRM 4.0 which presented as a desktop application, the CRM 2011 look and feel is much more modern and leverages common webisms

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CRM 2011 – Filtering your Views – Without the Advanced Find

We all know the Power of the Advanced Find tool in Microsoft Dynamics CRM, but in CRM 2011, not only is the Advanced Find functionality enhanced… “Excel Like” filtering is

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Microsoft Dynamics CRM 2011 Sharepoint Integration

In Microsoft Dynamics CRM 4.0, there are few options for SharePoint Integration in CRM. One of the simple ones is to have a static link to a particular list in

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New in CRM 2011 – Recently Visited Pages and Views Menu

Any useful CRM system will have thousands of contact, account, and activity records. In reality, though, most users work with only a small subset of these records at a given

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Sample Data in CRM 2011

Sales people rejoice! The days of painful imports of sample data into your demo systems is over! In the upcoming release of Microsoft Dynamics CRM 2011 there is a built

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PDF In Document Libraries in IFrame – Open in New Window

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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Microsoft Dynamics CRM Send Meeting Request Feature

Out of the box, Microsoft Dynamics CRM 4.0 does NOT send meeting requests for Appointments that are created from CRM. This is handled very well from Microsoft Outlook, so the