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

customizing
Performing Form Merges Like a Pro in Dynamics CRM 2013

When a CRM 2011 organization is upgraded to CRM 2013, part of the upgrade process creates new forms for many of the out of box entities. The new forms are

customizing
Four Important Concepts Helpful in Understanding Actions in Dynamics CRM

If you have ever wondered what concepts are needed to understand Actions in Dynamics CRM, then this your blog! By definition, Dynamics CRM Actions unify and open a broader channel

customizing
Display Business Process Values on Forms in Microsoft Dynamics CRM 2013

We’ve shown you how easy it is to create business processes in Dynamics CRM 2013, but getting to the data that is stored by these business processes is not necessarily an

customizing
Create a Customer Service Schedule for SLA’s in Dynamics CRM

Are you an organization wondering how to ensure that Service Level Agreements are only impacted by business hours? Worry no longer inquisitive reader! There are a few simple steps in

customizing
A Quick View into Dynamics CRM Metadata

Want to know the quickest way to view CRM metadata? This short and sweet blog will show you how you how to you can use the Organization Data service’s $metadata

addons
Add PowerGlobalSearch to a Dashboard in Dynamics CRM

PowerGlobalSearch is a universal productivity tool that is beneficial to any Microsoft Dynamics CRM user trying to find records in CRM. This add-on gives users the ability to quickly search across