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USD – Creating a new session
Within Unified Service Desk (USD) a session is effectively a group of related tabs. Multiple sessions can be opened at any one time meaning sessions give a useful way of being able to work on...
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CRMUG Summit & Product Announcement
Thank you to those who were able to make our “Increase Your Engagement, Not Your Budget,” session at CRMUG’s The Summit event! During our session we had the opportunity to show you the value of Peak...
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Dynamics CRM Technical Basics Port
Hi All, Welcome to Dynamics CRM Basics Port. In this section you will find all the technical information to get started in MS Dynamics CRM development. I will be sharing my experiences, knowledge...
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How to set the State and Status of an Entity
On every entity you will have a set of fields called statecode and statusreason which can be used to retrieve the OptionSet value of either of these values BUT you cannot set the state of a CRM...
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CRM Online 2015 Update 1 is rolling out
We just got our notification that our orgs are going to receive Update 1 later this week.If you haven’t gotten the word yet, here are the new features:Switching an instance enables administrators to...
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USD – Prevent users from closing a tab
By default USD tabs have an “x” which allows the user to close the tab. But sometimes you want to prevent this from being possible. I have commonly used this in two situations; You may...(read more)
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USD – Displaying any webpage in USD
In this example I’m going to show how to create a tab that will show any external webpage as USD hosted control, for variety (this time) I’m going to place the control in the right panel of...(read more)
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Why and How to Have Analytics Guide Your Sales Forecasting
According to Peter Ostrow with the Aberdeen Group, companies that integrate sales analytics into their overall operations tend to see an increase in their profit levels. In fact, users of sales...
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Tip #500: Captain Redlaces’ Mobile Manifesto
What would be the better way to celebrate our 500th tip than to welcome Scott “Captain Redlaces” Sewell as our residential tipster? He opens strongly, not with just a tip but a manifesto.Dynamics CRM...
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CRM Exchange Sync 3.0 Released
Body:Our CRM Exchange Sync tool has just been released, now with additional functionality and support for additional environments. The CRM Exchange Sync application adds the capability of synchronizing...
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CRM SOAP Library – sdk.soap.js Part 1
This blog post is related to the CRM soap library created by the CRM SDK team last year. This library helps with writing JavaScript for web resources using SOAP endpoints just like C# code. I am...
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Sales Literature in Dynamics CRM
Sales literature stores all the sales information which is used for sales team like brochures, promotional materials and other sales literature materials. Creating Sales Literature- So now we...
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USD – Select Forms
I have often wanted to control which form the operators use in Unified Service Desk (USD). For example, you might create a form which has been tailored to support the logging of cases on the phone....
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Dissecting the administrator’s Microsoft Office 365 experience with Microsoft...
Last week I attended the CRMUG Summit in Reno and leda session called Dissecting the Administrator’s Office 365 Experience with Microsoft Dynamics CRM. The premise of this session was to help project...
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Convert CRM Report to Excel File and Attach to Email
Dynamics PDF version 0.0.9 now includes new features; one of them is the ability, with one click of a button, to convert a Dynamics CRM Report to an Excel file and automatically attach it to an...
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Just another day at MalaMala
The day begins just before sunrise.As we leave camp we notice some impala all standing at attention and looking the same way. We head that way to investigate.Look in the river. Look around the river in...
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Salesforce to Dynamics CRM Activity Migration
Congratulations! You’ve made the decision to switch from Salesforce.com to Microsoft Dynamics CRM! We may be biased, but we’re pretty positive that you are going to love the features and benefits of...
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Tip 169: Cómo exportar miembros de una lista de marketing a una hoja de...
Una cosa que quizás notes al navegar el registro de una lista de marketing, es que el botón de …
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Microsoft CRM On-Premise – It May Be Better than the Cloud
Businesses looking to utilize Microsoft Dynamics CRM are increasingly looking at the Online version – and with good reason. First off, the trials that often are peoples' first encounter with Microsoft...
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Dynamics CRM Online and Office 365 Bundle
Microsoft has dropped the price of Dynamics CRM Online for its Office 365 subscribers. This has previously been available only during limited time promotions. Newly released pricing for U.S....
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