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Posts Tagged ‘microsoft dynamics crm partner canada’

How To: Standardize Telephone Numbers with Javascript in Microsoft Dynamics CRM

How to add Telephone Number Standardizing Javascript to CRM 2011 and 2013: Instructions for CRM 2011: The script found below will take a string of 10 numbers and convert them to the following format: (###) ###-####. Identify the script to be used: function FormatPhoneNumber(fieldName) {     var oField = Xrm.Page.getAttribute(fieldName);     var sAllNumeric = oField; […]

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Implementing Microsoft Dynamics CRM 2011. Is Agility a good thing? Part 2

  Back in May I wrote a blog about our first time decision to use an Agile approach to implementing MS Dynamics CRM at two BDO clients.  I wrote of the characteristics of these clients and why we felt they were good candidates for an Agile project.  Both projects are ongoing and the sponsors are […]

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Getting the “C” out of CRM

I recently met with a client of mine who was telling me about the frustrations his employees were experiencing with their current service call management system.   He listed off the improvements that the staff had been asking for, things like improved visibility into customer information and history, tracking past work performed, scheduling routine maintenance, simplification […]

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Is Agility a good thing? Implementing Microsoft Dynamics CRM 2011.

My team members and I have just initiated two new Microsoft Dynamics CRM 2011 projects and have selected to follow an Agile Project Methodology to implement them.   As both projects are in early stages, I thought it would be interesting to follow their progress in this blog.  I'll start off today with a discussion […]

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3 Tips to eliminating confusion with CRM 2011 Rollup Updates

With the recent flurry of CRM 2011 rollup updates (revisions) that have been released it has become harder and harder to determine what features are available in a certain CRM environment just by looking at it. In this blog I will show you how to find out which version you are running and how to […]

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Make vs. Buy – Making the right decision when extending CRM 2011

Microsoft Dynamics Customer Relationship Management (CRM) 2011 has many built-in tools that allow you to customize your installation to your organization’s requirements.  The included user-friendly customization features, workflows, dialogues and dashboards are powerful ways to shape your CRM environment and the way your users interact with CRM.  But sometimes that isn’t enough.  You need to […]

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Online CRM Versus CRM On-premise

When facing a difficult decision, especially in business, it is important to weigh the pros and cons of your choices.  After choosing to use a customer relationship management (CRM) solution, your first choice is to decide whether you want an on-premise or online deployment.  The right deployment option depends on your available resources and business […]

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Controlling Microsoft Dynamics CRM Data Changes Through Workflows

One of the most common Microsoft Dynamics  CRM requests we receive relates to controlling which users can access the information on a form, and limiting the modification of some data fields to only specific users. While CRM 2011 offers field level security, this functionality is not available in CRM 4.0. On a recent project, we […]

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Microsoft Dynamics CRM – Different Form Versions for Different Users

Have you ever found yourself wishing you didn’t have to scroll past unused fields in your CRM software? Maybe people in other departments need them but your department doesn’t. Or, maybe you have sensitive information that needs to be captured and you don’t want everyone in the company to be able to see it. Or, […]

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Revisiting your Microsoft Dynamics CRM implementation to maximize ROI

In the last few years you’ve made a substantial investment in your Microsoft Dynamics CRM system, in both time and money.  Now think back to that implementation.  Were there items on the wish list that were left out of scope for the project due to resource constraints?  Now that the system is up and running, […]

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