Microsoft Dynamics CRM is now Microsoft Dynamics 365. So if you plan to attend User Group Summit Phoenix this year should you attend the CRM User Group Summit or the […]
About Microsoft Dynamics CRM
The OFFICIAL hashtag for the User Group Summit Phoenix events October 15-18, 2018 is: #UserGroupSummit This is the main hashtag that will be tracked, monitored and reposted by the Dynamic […]
Dynamics CRM Workflows to Upload Documents to SharePoint
In this post I wish to demonstrate two workflows to automate the upload of documents from Notes to SharePoint, with metadata from the regarding entity to the note, and a […]
Our CRM Software Blog members are an active group. You can meet many of them personally in the Expo Hall at the CRMUG and D365UG events at User Group Summit […]
Dynamics SharePoint Organization (SPO) Configuration Explained
Dynamics SharePoint Organizer (SPO) is the product you need to manage how documents are uploaded from CRM to SharePoint, the file structure and folders names where documents are saved, and […]
CRM Word Templates > Merge two secondary documents into a primary document
Consider having Word template for the Order Entity, and you wish to insert / merge it with a Word Template for Quote and for Opportunity, to generate one document from […]
Tool to remove "WordTemplateExportRecordid" text in CRM Word Template
A bug was found about the 14th July 2018 in CRM Online release 8.2.2.2060, and now in release 9.0.2.1087, when using CRM Workflow step Perform Action>SetWordTemplate to create document from […]
You’re rushing to get to a critically important meeting. Maybe you’re running a bit late, but no worries. You’re prepared, with everything you need right on your trusty laptop. You […]
Sales Process and CRM Success
Your CEO wants to grow your company and realizes that a full service, integrated CRM like Microsoft Dynamics 365 will be an important part of your strategy. Your sales team […]
I’m guessing you regularly service your car, changing the oil and performing a maintenance check when it’s recommended by the manufacturer. Neglecting regular maintenance could mean a shorter and more […]
The OFFICIAL hashtag for the User Group Summit Phoenix events October 15-18, 2018 is: #UserGroupSummit This is the main hashtag that will be tracked, monitored and reposted by the Dynamic […]
Dynamics CRM Workflows to Upload Documents to SharePoint
In this post I wish to demonstrate two workflows to automate the upload of documents from Notes to SharePoint, with metadata from the regarding entity to the note, and a […]
Our CRM Software Blog members are an active group. You can meet many of them personally in the Expo Hall at the CRMUG and D365UG events at User Group Summit […]
Dynamics SharePoint Organization (SPO) Configuration Explained
Dynamics SharePoint Organizer (SPO) is the product you need to manage how documents are uploaded from CRM to SharePoint, the file structure and folders names where documents are saved, and […]
CRM Word Templates > Merge two secondary documents into a primary document
Consider having Word template for the Order Entity, and you wish to insert / merge it with a Word Template for Quote and for Opportunity, to generate one document from […]
Tool to remove "WordTemplateExportRecordid" text in CRM Word Template
A bug was found about the 14th July 2018 in CRM Online release 8.2.2.2060, and now in release 9.0.2.1087, when using CRM Workflow step Perform Action>SetWordTemplate to create document from […]
You’re rushing to get to a critically important meeting. Maybe you’re running a bit late, but no worries. You’re prepared, with everything you need right on your trusty laptop. You […]
Sales Process and CRM Success
Your CEO wants to grow your company and realizes that a full service, integrated CRM like Microsoft Dynamics 365 will be an important part of your strategy. Your sales team […]
I’m guessing you regularly service your car, changing the oil and performing a maintenance check when it’s recommended by the manufacturer. Neglecting regular maintenance could mean a shorter and more […]