tips-and-tricks
Using SSIS/KingswaySoft Adapter to Obtain Audit Information
October 11, 2016

A common request we see is the ability to extract and report on audit data gathered by CRM. If you have done any work or research around this topic, you

Quoting Output Documents
Quoting Output Documents and Rich Text Formatting
September 20, 2016

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

tips-and-tricks
Setting Output Parameters in Plugins for Custom Actions
April 11, 2016

Actions in CRM can reduce manual workloads and give developers a trigger point to lead into custom development. These can be called from Workflows, JavaScript, plugins, and custom Workflows. We