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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.


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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Back to Part 1... Microsoft Dynamics CRM 2011 Standalone on VirtualBox Part 1 2: Add the ASP.NET role service: Install CRM 2011 Great! We are ready to finish and fulfill our goal.  From the host machine unmount the SQL Server 2008 R2 and mount the Microsoft Dynamics CRM Server 2011.  When you mount Microsoft Dynamics […]

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Microsoft Dynamics 2011 Activity Feeds provide real time notifications and quick sharing of information via quick, short updates. The solution is available on the Dynamics Marketplace here. If you are an online user, and you do not use multiple forms on the entities you want to highlight, simply download, import and publish the solution. You […]

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Adding a button to a Form is a great way to add additional functionality right where the user is already focused. Today we are looking at a few different approaches to adding a button. First, we’re looking at handling the upgrade for those of you who have already used the 4.0 button inside of 2011 […]

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Microsoft Dynamics CRM 2011 is a great product right out of the box.  A company will become more efficient using MS Dynamics CRM without doing any customization.  The product has wonderful querying and charting capabilities that allow ad hoc configurations to meet anyone’s individual needs.  And more importantly, right out of the box, CRM has […]

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At one of Green Beacon Solutions' clients, we kept seeing a pesky error in Microsoft Dynamics CRM 2011’s Event Log that the Trace Directory was not defined: Invalid Trace Directory. Additional Info:[ Unable to Write file , Trace directory not defined (Reporting Process:File Name is Null. LocalTraceSettings: {Filename:  ,FileCountSuffix:1 ,TraceFileSize:10485760 ,TraceDirectory: ,TracingCallStack:Yes ,IsTracingOff:No ,LoadState:LoadSuccessfulUnreported ,RefreshTraceInt:-1 […]

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What has been one of the single-most defining issues of the American culture these past few years? What one thing that has affected virtually every facet of the American populace, from high-powered corporations right down to the single American individual? What is still the main topic of politicians and pundits, who make authoritative declarations on how […]

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The Technology Evaluation Center (TEC) released its annual CRM buyers guide: Innovations in CRM. Microsoft Dynamics CRM is featured prominently in the guide in three case studies. One of the case studies is an Ignify Customer - Associated Foreign Exchange (AFEX). The guide highlights Microsoft Dynamics CRM’s differentiators such as offline access, integration to Outlook, […]

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An updated version of this blog (November 2015), can be found here. The primary failing of every auto-number solution for Microsoft Dynamics CRM that I have come across is the ability to ‘guarantee’ a unique number under heavy load across multiple servers, particularly in a Microsoft Dynamics CRM Online environment. Depending on the solution you […]

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In working with users over time, we have routinely advocated the use of Set Regarding for tracking emails or appointments (or Set Parent when it comes to contacts).  Sometimes I’ll do such a good job of communicating my point that I’ll get the question of “Well why should we use Track In CRM at all?”.  […]

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