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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.


CRM to Outlook Contact Synching is one of the most used features of the application, but there are some surprises when you get into the details of the contact synchronization process. If an organization works to consolidate their contacts into CRM, occasionally multiple users will wind up synching the same contact locally. It’s important to […]

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We’ve all experienced those generic client-side errors in CRM, which often don’t tell us the specific nature of the problem, e.g. “CRM has experienced an error, please contact your system administrator.”  At times, error logs are available on the client at the time of the exception, or information can be gleaned from client-side traces or […]

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Frequently when importing / scrubbing data within CRM, identifying duplicates to remove or ‘flag’ may be needed.  It’s helpful to have a query that will return all the duplicates in the database – but exclude a single ‘surviving’ record.  (i.e. Return all-but-one of the duplicated records.) This query is one of my go-to query patterns […]

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I was recently looking for a potential release date for Release 8 for Microsoft Dynamics CRM 2011 ( aka Update Rollup 9 and CRM Q2 - 2012 Update) and found that the Microsoft Field Engineering team maintains a post with information and projected release dates of the CRM Update rollups. The R8 release has a […]

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We recently upgraded a customer from CRM 4.0 to CRM 2011 UR7. After upgrading and applying the update, we received a Query Builder error message whenever we tried to save changes to System Settings. The detailed message said: "'Organization' entity doesn't contain attribute with Name = 'isuseraccessauditenabled'". This is a field that doesn't exist in […]

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For Dynamics CRM On-Premise, Microsoft SSRS-based reports can be developed either as SQL or FetchXML based reports.  SQL is the more common (old-school) style of report development and is probably more familiar with CRM report developers. There are a handful of common mistakes or traps that anyone writing CRM reports can fall into - and we've […]

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Up until recently my favorite feature of CRM 2011 was Connections. Thanks in part to blogs like this one from our own Joel Lindstrom and some experimenting another feature has moved into a tie for first: Dialogs. Combining the two together makes for a recipe to solve a lot of different business and application design […]

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When a CRM instance is provisioned, a name is created for the organization – but since that name must be unique, we often see some awkward or unmemorable names – which then show up in Outlook. – But these names can be changed (even for CRM Online users) – at the client level: To change […]

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  Click to watch video Full Screen Demonstration of Editing the ribbon using the CRM 2011 Ribbon Workbench to Remove the Account’s ‘activate/deactivate’ buttons from non-administrators.   Background: When an account or a contact isn’t currently engaged in business with your company, we might think of them as “inactive.” –  CRM offers a button on […]

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What is a Partner Portal? What do my channel partners have access to? What business pains does it solve? How do I install a portal? How do I see a live demonstration?   What is a partner portal? The Powertrak Partner Portal is a web-based application that allows a manufacturer’s established partner (usually a distributor, reseller, installer, […]

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