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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.


Printing a quote for a customer in CRM uses the mail merge functionality in Microsoft Word. It is a process that does much of the work behind the scenes to get all of your necessary information from the ‘quote’ and ‘quote product’ forms onto a one-page document. Once you’ve created your quote & you are […]

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Jeff Trantham’s blog on this subject has inspired me to share my just about, all-time-favorite duplicate detection tool in SQL.  It’s the ROW_NUMBER() function and I like to consider it my first line of defense in preventing duplicates from winding their way into the CRM.  As Jeff mentioned, there are many tools in SQL to […]

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Back in May, I wrote a blog showing you how to turn a textarea in a CRM form into a WYSIWYG editor. In this blog I will show you how you can put this same editor into CRM 2011. In CRM 2011 you will have to put all of the Jquery and HtmlBox files in […]

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A customer of ours had a recent requirement to add information to the CRM 2011 header. While I did find some information on the topic, it was difficult to find all the pieces to the puzzle. The following steps should allow you to recreate the same results. Here is the result…   Steps required to accomplish […]

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Recently I wrote about the Metadata Browser in the CRM 2011 SDK. That post was also syndicated to www.crmsoftwareblog.com where Rhett Clinton responded with a post for a Silverlight version he wrote that is out on CodePlex (http://crm2011metabrowser.codeplex.com/). He has packaged a Managed solution that contains 3 items. Silverlight application, html page to embed Silverlight, […]

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CRM comes with two Dashboards out of the box. The sales activity Dashboard is designed to display individual pipelines, goals, opportunities lists, and current activities lists on one page. It is planned to give salespeople the day to day information they need to effectively do their jobs. The second Dashboard is the sales performance Dashboard. […]

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CRM 2011 administrators rejoice!  You can now modify the following properties on multiple fields in an entity at once. Whether a field is required, recommended, or has no constraint. Whether a field is searchable or not. Enabling or disabling auditing. I still cringe when I recall having to open each field individually in CRM 4.0 […]

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So you have built your CRM environment to replace your legacy system and now to the data import. But wait…when reviewing your legacy data you notice that there is some bad mojo going on with duplicates. So just how do you go about cleaning up all this data before importing into CRM? Well, do not […]

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Occasionally you may come across the need to return all of the attributes on an entity. Today I’m going to show you how to return all attributes inside of Fetch, within the IOrganizationService, and provide a little caution about returning all attributes. Fetch XML This is pretty well documented, but it’s worth mentioning. In FetchXML, […]

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