The business process flows that were introduced with CRM 2013 are a great way to walk a user through a specific process, related to an entity in Microsoft Dynamics CRM.
Suppose you wanted to automatically email a URL based on a field in CRM. For example, if an account name is XYZaccount, then suppose you want to email a url that
In Microsoft Dynamics CRM 2011, you have the option to customize the ribbon and create rules for any buttons that you add. If you don’t want to use out-of-the-box rules,
Microsoft Dynamics CRM 2013 has the capability of creating a phone number field. This is a great feature as it allows for click-to-call functionality directly from the Dynamics CRM record.
In elementary school math classes, we were all taught how to round numbers. When given a value of 11.725 and rounding to 2 places, we know to round up to
The Microsoft Dynamics CRM 2013 release is a few short months away, and it will come with some great new features. In this blog we’ll discuss one of these new
There may be a scenario when working in Dynamics CRM where you want to open an email activity in Outlook, as Outlook provides a richer set of formatting and usability
When implementing Microsoft Dynamics CRM, you may have a requirement where you need to see a selection of records filtered to only records that are associated with an earlier user