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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Microsoft Dynamics CRM experts offer advice, training tips and customer updates to help existing users of Dynamics CRM get the most out of their customer relationship management software system.


Learn how to build and use filterable, editable, hierarchical grids on Microsoft Dynamics CRM, Portals, and Mobile/Tablets. Building an editable grid can be difficult, frustrating, and time consuming, depending on the complexity of your scenario and how reusable you want your code. It seems that people are having a difficult time building an editable grid […]

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You may or may not be aware that the long awaited CRM 2011 "R8/UR9/Q2-2012" upgrade is just around the corner – Much of the work that went into updating CRM in this release was to enable cross-browser support.  (yay!) For a while we’ve known that existing 4.0-style code (crmForm.*) would need to be upgraded to the CRM […]

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For the experienced developers, you might be quick to bind to HTML objects to handle events.  Stop!  Read my blog!  And roll! For those of you just picking up JavaScript, an Event is a way to “trigger” code to execute when something happens.  For example, if a user selects something in a drop down you […]

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Is CRM a voice enabled application? Is voice input really a CRM feature or a device feature? The answer is your device. Introduction: With CRM 2011, most users are entering data using the Web Client or the CRM Client for Outlook. Hence, they are adding data from their PC. With Mobile Express, Microsoft CRM's browser […]

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Occasionally there are times when you need to default an iFrame to a blank page.  When this is the case, through JavaScript, you’ll then want to set the page to the desired URL. With CRM 4.0, you could set your page to “/_root/blank.aspx”.  This page however, is no longer an option inside CRM 2011. With […]

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Did you know that Microsoft Dynamics CRM integrates heavily with Microsoft Office?  It provides you with a powerful set of CRM capabilities right within the familiar Microsoft Outlook client. Conditional Formatting is a feature that was introduced with Outlook 2010 and can be used when you use CRM for Outlook. Conditional Formatting allows you to make […]

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Often overlooked by marketing, sales, and membership staff, it is critical to keep your quantitative or “hard” data, clean and healthy. Hard data can be defined as the data your organization relies on for profiling, categorizing, and reporting on your customers, members, or constituents.  Your Dynamics CRM system is the means by which your users […]

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In 4.0, if you wanted to delete a large number of records (in a supported manner), you could either select them in the view of 250 at a time and delete them page by page, or use a custom application or utility to leverage the bulk delete features that were built into CRM, but not visible […]

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I ran across something at a client regarding IE 9 and Microsoft Dynamics CRM 2011 that I wanted to share. The issue I was having was regarding lookup’s on CRM forms not populating after selection. For example, when creating a price list item I was seeing the following: It wasn’t as much of an issue […]

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Enable Source Control for Solutions in Microsoft Dynamics CRM 2011 The concept of solutions was introduced in CRM 2011 for the express purpose of having an easy way to combine all of the customizations in a packaged format. While this has greatly improved life for people who customize CRM on a daily basis, there are […]

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