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Tip #520: Appointment meeting invitations
In Dynamics CRM 2013 or later, synchronized appointments send meeting invitation emails to meeting attendees when they are created or updated. This is a feature that was commonly requested by CRM...
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Dynamic Values for Custom Entities in Email Templates
Creating Email Templates in Microsoft Dynamics CRM a very simple task, on the surface. You write what the Subject will be, followed by the Body of the message, and just like that you’ve created an...
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Dynamics CRM Online – Exchange Online – Server Side Sync with Custom Domain...
Disclaimer: this workaround is categorised as unsupported by Microsoft as described in the following Best Practice article: https://technet.microsoft.com/en-gb/library/dn887218.aspxRecently I just...
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Tip 193: Valores Min/Max en campos calculados
Al configurar un Campo Calculado, es imperativo conocer los valores mínimos y máximos en los campos que componen al Campo …
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XrmRichTextEditor component released
Hi all! I'm proud to present you XrmRichTextEditor ! XrmRichTextEditor is a free component for MS CRM which allow you to write HTML code in a WYSIWYG editor. It's based on CKEditor . Go to the...(read...
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Is Technology the Enemy or Are We Just Not Using It Well?
“Technology can be a blessing or a curse.” Have you heard that phrase? Do you relate to it? Technology is all well and good when it makes our lives easier and more productive. But when things go wrong...
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Thank you to all readers for the 10k views.
Thank you to all readers for the 10k views. Hope you like my posts, i will try to write more often that i'm currently now doing. My best regards and thanks to all of you. Pedro(read more)
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Ten Things You Need to Know About Microsoft Software Licensing
Microsoft software licensing is a complicated subject, but understanding just a few key concepts can help you get the best value from your Microsoft investment. Here are the top facts to get you...
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What is xRM?
It’s been nearly 15 years since CRM was first introduced. What was once a pipe dream for companies like Microsoft is now a booming industry. In 2014 the worldwide CRM market produced 23.2 billion...
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Characteristics of a Failing CRM Project
It’s safe to say that no one really enjoys failure. But a failed CRM project can not only be a money loser, it can be a morale destroyer!Sadly, we’ve seen it time and time again. Organizations started...
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CRM2015 – Multi Entity Search
I had to look this up, so thought doing a quick post might be useful! CRM2015 has the capability to support a multi-entity search. Very useful feature but how can it be customized? Search...
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Configure Exchange folder-level tracking rules
If you need to configure a specific Microsoft Exchange folder to track the emails and run a workflow process configured in crm, it is possible trough few lines of code. Let's assume that you have...
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How to Format Notes in Dynamics CRM
The Notes feature in Microsoft Dynamics CRM is great for capturing notes on customer interactions or for adding quick details to an account record. The only drawback with Notes is that it only stores...
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Maintain Departmental Privacy and Avoid Duplicate Records in Microsoft...
Over the years we had several clients tell us they want to use the same instance of CRM throughout their organization, but (and this is a big but) they don’t want to share Account and Contact records...
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HIPPA Cloud Requirements: Role of the Business Associate
While cloud computing has a proven ability to enable businesses to expand at lower costs, HIPAA covered entities are often reluctant to move to the cloud because they are concerned about security,...
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Hootsuite Rolls Out Integrations with Microsoft Dynamics CRM, Yammer,...
Hootsuite, a platform for managing social media, has released new integrations for Microsoft Dynamics CRM, SharePoint, and Yammer. With Dynamics CRM Online for Hootsuite, users can create leads,...
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Integrating Social Engagement with Dynamics CRM
Have you been looking at Microsoft Social Engagement as a solution to integrate social channels with your Dynamics CRM environment, but kept postponing your investments into the MSE application since...
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USD – Move panels
Here is a quick post that will hopefully prove useful ….. What if in Unified Service Desk (USD) you’d like to move a panel from say the RightPanel to the MainPanel? (Or Visa Versa.) In my...
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How to use the Microsoft Dynamics CRM Training and Adoption Kit
(Please visit the site to view this video)Use the materials in the training and adoption kit for Microsoft Dynamics CRM to customize training content for your organization. For more information about...
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Microsoft Dynamics Customer Service Capabilities for Property & Casualty...
(Please visit the site to view this video)This video demonstrates customer service capabilities for property and casualty insurance companies featuring Microsoft Dynamics CRM Online. To be successful,...
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