I was recently at Convergence 2014 in Atlanta, and in talking to some experienced users of Microsoft Dynamics CRM, I was surprised to learn that they were unaware of all […]
Articles By: Hitachi Solutions
"Phone" Format Rings Up User Experience Upgrade in Microsoft Dynamics 2013
CRM 2013 has a lot of treats for the end user that make the overall experience that much sweeter. One such treat, the “Phone” format, was first introduced in the […]
Dynamics CRM Multiple Currencies
Multiple currency capability was added way back in CRM 4.0, but I find that many people don’t fully understand how multi-currency works, and there are some common misconceptions. In this […]
Dynamics CRM 2013 SubGrid to Associated View Button
While working with a client, we made an interesting discovery. They had lost the button on the subgrid on some of their entities. This button will pop-out the associated view […]
Design and Scalability Considerations when Using Access Teams in Dynamics CRM 2013
In today’s dynamic working environments, it is becoming increasingly common for people that work from different areas within an organization to need access to records from the same entity in […]
Customer Effective Helps Four Clients Win Microsoft Dynamics' Customer Excellence Awards
Customer Effective is proud to announce that four of their customers have been recognized by Microsoft® with Microsoft Dynamics 2014 Customer Excellence Awards. These customers were honored by Microsoft executives […]
Working With Subgrids In Microsoft Dynamics CRM 2013
When you upgrade to Microsoft Dynamics CRM 2013, you will notice a big change in subgrids on forms. CRM 2011 introduced subgrids in forms as an convenient way to work […]
Real-Time Workflows in Dynamics CRM 2013
Microsoft Dynamics CRM 2013 includes plenty of new features to close gaps and further chase down the elusive codeless business logic configuration. One of those features I would like to […]
Simple Business Card Capture Using Microsoft Dynamics CRM 2013
We often run across the need to do a simple business card capture with a mobile device and have it sync into Microsoft CRM. Using some popular mobile apps along […]
Adventures in Microsoft Dynamics CRM 2013 Access Teams
One of my favorite new features in Microsoft Dynamics CRM 2013 is Access Teams. For an explanation of Access Teams, see our Fourth Day of CRMas post here. The thing […]
"Phone" Format Rings Up User Experience Upgrade in Microsoft Dynamics 2013
CRM 2013 has a lot of treats for the end user that make the overall experience that much sweeter. One such treat, the “Phone” format, was first introduced in the […]
Dynamics CRM Multiple Currencies
Multiple currency capability was added way back in CRM 4.0, but I find that many people don’t fully understand how multi-currency works, and there are some common misconceptions. In this […]
Dynamics CRM 2013 SubGrid to Associated View Button
While working with a client, we made an interesting discovery. They had lost the button on the subgrid on some of their entities. This button will pop-out the associated view […]
Design and Scalability Considerations when Using Access Teams in Dynamics CRM 2013
In today’s dynamic working environments, it is becoming increasingly common for people that work from different areas within an organization to need access to records from the same entity in […]
Customer Effective Helps Four Clients Win Microsoft Dynamics' Customer Excellence Awards
Customer Effective is proud to announce that four of their customers have been recognized by Microsoft® with Microsoft Dynamics 2014 Customer Excellence Awards. These customers were honored by Microsoft executives […]
Working With Subgrids In Microsoft Dynamics CRM 2013
When you upgrade to Microsoft Dynamics CRM 2013, you will notice a big change in subgrids on forms. CRM 2011 introduced subgrids in forms as an convenient way to work […]
Real-Time Workflows in Dynamics CRM 2013
Microsoft Dynamics CRM 2013 includes plenty of new features to close gaps and further chase down the elusive codeless business logic configuration. One of those features I would like to […]
Simple Business Card Capture Using Microsoft Dynamics CRM 2013
We often run across the need to do a simple business card capture with a mobile device and have it sync into Microsoft CRM. Using some popular mobile apps along […]
Adventures in Microsoft Dynamics CRM 2013 Access Teams
One of my favorite new features in Microsoft Dynamics CRM 2013 is Access Teams. For an explanation of Access Teams, see our Fourth Day of CRMas post here. The thing […]