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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.


I was recently asked about purging records from Microsoft Dynamics CRM. The company that asked the question wanted to use CRM to store sensitive information, but they wanted the records to be purged out once they reached a certain age, mainly to mitigate risk of e-discovery. Once a record was 18 months old or greater, […]

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If you are using Internet Explorer 7 or 8, and you occasionally get random error messages, such as script errors, this can be caused by IE limiting the number of simultaneous connections and downloads from the website. To change this setting, see the following Microsoft knowledge base article: http://support.microsoft.com/kb/282402

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Do you ever utter the words, time is money?   How often do you find yourself exporting a list from CRM to Excel, analyzing the data, making changes within the spreadsheet?  Now rather than going into each individual record to make that change you can simply reimport the information and update all the records at once.  […]

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If you use CRM in Outlook 2010, you may see messages like this show up in your “Unread Messages” folder: First, don’t be alarmed—this is not an error—this is a change in how Outlook 2010 handles logging. However, if you are the kind of user that likes to manage e-mails in the unread messages folder, […]

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We recently launched Order Entry for Microsoft Dynamics as a web based solution that seamlessly integrates with Microsoft Dynamics CRM & ERP solutions. An obvious question - why another Order Entry solution offering in the Microsoft Dynamics world where a variety of Order Entry options already exist? There are several reasons : There are no […]

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Last week I decided that I really needed a new dashboard in my CRM for 2012 and I wanted to share with you how easy it was to create and how much more productive I am as a result. In my role, I need to manage my leads effectively in order to transition them into […]

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If you schedule phone calls in Microsoft Dynamics CRM, you will notice that they synchronize to Microsoft Outlook as tasks.  This is great, as you will see them from Outlook, and they will remind you when they are due. However, you may notice that the phone call task does not include the phone number for […]

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One of the great set of tools provided by the CRM 2011 SDK are the SDK Extensions which provide the OrganizationServiceContext for accessing data in CRM.  The OrganizationServiceContext provides a way to access CRM and provides features such as change management, exposing an IQueryable interface, implementing a LINQ query provider, and providing caching services.  It […]

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One of the new features introduced with Update Rollup 5 for CRM 2011 was the introduction of activity feeds to CRM.  Activity Feeds give users the ability to monitor what is happening to various business entities.  The out of the box functionality includes auto posts that include activities such as status changes in business entities, […]

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One of the best approaches to learn CRM is to have a sandbox.  A lot of recommendations out there suggest having your IT administrator provide you with a CRM sandbox to play in.  That is fine and is surely a good idea, but personally creating a sandbox will certainly give you the satisfaction of getting […]

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