Timesaving tips and tricks are always good news, and CRM has one for you! With a neat drag-and-drop feature, you can drag emails over to your calendar or contacts and it will auto-populate the information! This drag and drop works for tasks and notes too! Follow these easy steps below to learn this efficient trick [...]
continue reading...Archive for the ‘User – CRM User Posts’ Category
Using Global Variables in a CRM 2011 Plug-In
The CRM 2011 SDK states the following: Note For improved performance, Microsoft Dynamics CRM caches plug-in instances. The plug-in’s Execute method should be written to be stateless because the constructor is not called for every invocation of the plug-in. In addition, multiple threads could be running the plug-in at the same time. All per invocation [...]
continue reading...Turning on Yammer + CRM Integration? Move Your Post Data with a Simple Workflow
The Yammer-CRM integration is finally available for users of Microsoft Dynamics CRM Online. If you have logged on and looked at your Activity Feeds lately, you will see a ‘Get Yammer’ notice near you messages. One of the key things to consider before you pull the trigger is that your activity feed user post data [...]
continue reading...Webinar – Tips and Techniques to Better Utilize Advanced Find in Dynamics CRM
Are you looking for more details of how you can better utilize the Advanced Find function in Dynamics CRM? Then invest one hour and attend our Advanced Find Best Practices and Tips/Techniques webinar on May 15 at 12:00 p.m. ET. You’ll learn the basics as well as some more advanced capabilities of the tool. As [...]
continue reading...Managed Solution Replacement in Microsoft Dynamics CRM
Microsoft Dynamics CRM 2011 introduced the concept of solution management—packaging your customizations so they could easily be deployed to other environments. In CRM 2011, there are two types of solutions: Managed solutions, which prevent the solution from being modified in the environment to which it is imported, and unmanaged solutions, which allow for the solution [...]
continue reading...Get Advanced Business Analytics of CRM Data with Power View in Excel
With the addition of Power View to Microsoft Excel 2013, you can easily perform advanced business analytics of your real time CRM data. Just use the Export to Excel feature in Microsoft Dynamics CRM to export your CRM data, and you can create a table, data map, bar chart, and more. The Microsoft Dynamics CRM [...]
continue reading...3 Easy Steps to Creating Custom Dashboards in Dynamics CRM
One great aspect of Dynamics CRM is the ability to create Dashboards to help communicate data in a highly visual format quickly and effectively. Using graphs, charts and lists to frame important information and concepts, you can quickly illustrate critical information in an easy-to-read format. If you aren’t sure where to start or if you [...]
continue reading...CRM Reporting Undocumented Feature Uncovered
Most who live in the Microsoft Dynamics CRM world, like Rockton Software, understand that there has been a large change with the functionality of reporting with CRM 2011 and CRM Online. Most of these changes being brought forth were to allow the custom reporting in CRM online. In order for Microsoft to make reporting happen for [...]
continue reading...Mainstream Support Expires for Microsoft Dynamics CRM 4.0
Microsoft announced that as of April 9, 2013, Dynamics CRM 4.0 will move from mainstream support to extended support. Any customer running Microsoft CRM 4.0 On-Premise will no longer receive the following support items: • Non-security hotfix support • No-charge incident support • Warranty claims • Design changes and feature requests While it is not [...]
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