Quoting Output Documents
Quoting Output Documents and Rich Text Formatting

Dynamics CRM is chock-full of nifty features to help enable the sales processes at large organizations, however, one area that sometimes requires deeper configuration is quoting and the document generation

Replication Service Solution
Scribe Online Replication Service: Part Three – Creating the Replication Service Solution

If you’re a CRM Online customer, you may find that you’d like to have direct access to the database to perform advance reporting or utilize business intelligence tools that otherwise

Scribe Online
Scribe Online Replication Service: Part Two – Connections for CRM Online and SQL On-premises

If you’re a CRM Online customer, you may find that you’d like to have direct access to the database to perform advance reporting or utilize business intelligence tools that otherwise

customizing
Best Practices for Business Process Flows

A visual representation of business processes can add value to any organization, whether it’s about working a sales opportunity to close or assisting customers through a support issue. Business process

customizing
Updating the Pipeline Phase Prefix Numbering in Dynamics CRM

When implementing Microsoft Dynamics CRM for an Opportunity, you may come across a requirement where you will need to add or change the default set of the stage category. Any

customizing
Cross Reference Keys in Scribe Insight in Dynamics CRM

A successful Microsoft Dynamics CRM implementation hinges on good data and being able to reference data easily and accurately. Scribe is an excellent tool that can help manage that data

customizing
PowerPhoto Copy and Paste Enhancement in Dynamics CRM

Imagine you have two potential clients you’ve been communicating with who want to meet tomorrow and you only have time to meet with one. Your colleague volunteers to meet with

customizing
Create a List of Values for Workflow Check Conditions in Dynamics CRM 2013

When creating a workflow check condition in Microsoft Dynamics CRM 2013, you may have come across the need to list the values of a specific field that satisfy the check

customizing
Editing XML Charts in Dynamics CRM 2013

One of the best ways to view data is to look at it graphically, and that is why Dynamics CRM dashboards and charts are one of its most appealing features.

customizing
Status Reason Transitions in Dynamics CRM 2013

A lot of attention in the CRM 2013 Spring wave releases has been focused (rightly so) on enhancements in the areas of Marketing, Service and Social areas. This blog focuses

customizing
Adding Fields to the Merge Functionality in Dynamics CRM when Using Multiple Security Role-based Forms

Role-based forms are a great way to simplify CRM for users by showing them only what they need to see for their job role. But be careful! There are pros

customizing
How-to: Change the Default Blue Color in Dynamics CRM

Do you host multiple CRM 2013 environments? Do you and your users sometimes run into issues differentiating between your live production and your test or development CRM organization? Do you