CRM Software Logo

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.


As we have mentioned in previous posts, one of the new features in CRM 2011 for Outlook is the ability to automatically create new contact records if you track an e-mail with an address that does not exist in CRM. This feature is turned on by default, and is located toward the bottom of the […]

continue reading...

Visual representation of entity relationships and metadata can be very useful in a CRM project. Thankfully, Microsoft has provided pre-built Entity Relationship Diagrams (ERD) for eleven of the most important out of the box entities in CRM2011. They are available here in Visio format. You can also create ERDs for custom entities. The generator is […]

continue reading...

Recently, we came across the need for a single-click email feature on the ribbon of a custom entity.  The idea was to be able to share CRM data as quickly and easily as possible.  Another interesting caveat was that the client wanted to have the email come directly from Outlook. For those of you old enough […]

continue reading...

So you want to report on your activities in CRM—and that is a great idea.  Activities such as appointments, phone calls, tasks, and e-mails are core CRM functionality and a great indicator of how your users are interacting with your customers, and how actively your users are adopting CRM. For basic activity reporting, such as […]

continue reading...

Companies often have valuable operational and financial data stored in multiple systems and have to create reports by combining this data. For example, a retailer may have customer demographic data such as customer location, gender, employment status and home ownership stored in Dynamics CRM, and sales data stored in ERP such as Dynamics AX or […]

continue reading...

If you use Microsoft Dynamics CRM for Outlook, you may know that Microsoft uses the following icon to display records that are synced from a users outlook client to CRM. Sometimes a user can do something which causes the icon to disappear.  Some examples that would cause this situation include removing the CRM Outlook client, […]

continue reading...

When it comes to CRM 2011, knowing JavaScript opens up a whole new world for what you are able to do. Whether it’s a functional piece like address verification or a cosmetic change like shading the form, it’s all possible through JavaScript. I’ve been to several CRM events and when it comes to JavaScript, it’s […]

continue reading...

I recently was asked if there was a way to put inputs that are of similar manor on a form in a cross-tab grid format. Similar to this:   Col 1 Col 2 Col 3 Row 1       Row 2       Let’s see how this can be done. Start by creating […]

continue reading...

CRM 2011 supports several methods for accessing web resources.  These includes using the $webresource: directive when referencing web resources from the site map or ribbon, a relative URL, or an absolute URL.  While this allows a web resource to be accessed in virtually any situation, if a scenario arises in which an absolute URL must […]

continue reading...

We have seen users experiencing some rather annoying Sync issues with CRM 2011 Outlook Contacts. When attempting to Sync in Outlook, users were receiving several error messages on Contact records that said “You cannot link this item to Microsoft Dynamics CRM. Synchronization for this record or activity type has been turned off”. Contacts would appear […]

continue reading...
 

 
 
Show Buttons
Hide Buttons