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Customization of Core vs Custom Entities
I get asked a lot when should someone create their own entity vs re-using and customizing the built in entities provided by Dynamics CRM. There is no straight-forward answer to this or “thou...
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Ledgeview Partners Complimentary Resources for CRM
Are you new to CRM and want to learn more about Microsoft Dynamics CRM or Salesforce or maybe even both? Or maybe you are looking to get more out of your current Dynamics CRM/Salesforce platform?...
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January meeting of the D/FW CRMUG Chapter is tomorrow
Hi Everyone, The January meeting of the Dallas/Ft. Worth chapter of the CRMUG meets tomorrow in Irving, Texas. Please feel free to join us. Here is the registration link.
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Make the most of your CRM Trial
One of the nice things that changed recently in CRM Online is the ability to change the instance type of a CRM organization. That means you can change from a production org to a sandbox. This feature...
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6 Simple CRM Tips for Small Government Contractors
My company InfoStrat works with government contractors to automate their capture management (sales) processes. Large government contractors typically have mature and complicated processes which have...
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A case of inspiration: Locking down CRM for maintenance
Today we had a discussion at the office on an upcoming migration at a customer. Their Dynamics CRM environment is getting a complete overhaul and a large number of external systems need to be hooked...
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Tip #555: Check your checksum
I’ve got new laptop – yay! Office 2016 installation would go to 88%, sit there for 20-30 minutes then crash with some streaming error. NOT yay. 3 complete re-installation later I decided to re-download...
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Dynamics CRM 2016 Solution: Flexibility in adding your existing entity!
Dynamics CRM 2016 comes with enhancement to the solution mechanism. The most favourite part of it is the patching and cloning, for more information about this, you can see Magnetism Team blog’s...
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What’s New in Microsoft Social Engagement and Why It Matters to Marketing...
If you’ve been out of the office enjoying a nice Christmas holiday and a pleasant New Year, welcome back! Or if you’re like me and you worked through the festivities, welcome to you too! The holidays...
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Preview feature: Voice of the Customer surveys
We’re making a new feature available as a preview feature that you install as a preferred solution. With Voice of the Customer surveyes, you can create and send out surveys to get feedback from your...
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Web API: Executing Custom Action via JavaScript
The Custom Action is an important tool in Microsoft Dynamics CRM architect belt. Here are some of the Custom Action key features:It can be called from both client & server side, enabling the SPoI...
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Microsoft Dynamics CRM 2013
So you have not quite jumped to Microsoft Dynamics CRM 2015 or Microsoft Dynamics CRM 2016 and you still have users who are learning more and more and more of the DEPTH and potential of Microsoft...
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Tip 225: Quién te crees que eres
Una de las grandes funcionalidades del Dynamics CRM es la posibilidad de hacerse pasar por otros usuarios cuando llamas …
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Aggregate Fetch XML Calculation C# CRM
Hi Just want to share the Code to Calculate the Aggregate in CRM, especially for those who are in the CRM version, older than 2015 so that there will be no calculated and roll-up field so far.Using...
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CRM – Save Time & Hassle
Save Yourself the Hassle CRM truly is a fantastic tool. It can be as simple or as complex as you see fit. In fact, CRM can even help prompt you on information you need to provide, what products to...
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The CRM Minute: Why CRM? You’re Experiencing Rapid Growth [VIDEO]
Welcome, readers, to our Why CRM video blog series! We recently launched a new website aimed at answering basic questions around customer relationship management (CRM) software called “Why CRM.”...
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CRM 2013/2015 Sitemap Icons Are Not Displayed Correctly Workaround
Hi Friends,Brief Introductionif you encounter a problem that you cannot see the icon in your customized Sitemap, do not worry, it is known issue, but there will be a workaround.Or you just take a look...
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Gold Nuggets for Microsoft Dynamics CRM Online Users
Microsoft offers so many choices that sometimes finding out about new choices is noise, noise, noise, but then there are the noises that are worth listening too. Take for instance that for CRM Online...
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Deploy Dynamics CRM with PowerShell Part 2: Importing SLAs
Today's post is written by Ian Moore, a Developer at Sonoma Partners.If your Dynamics CRM deployment includes Service Level Agreements, you have probably encountered the following error in the import...
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Dynamics CRM Performance: Nothing is Gained by Running
A CRM project is a strategic initiative whose many impacts will benefit the entire organization.An analysis by Mark Ellwood, from Pace Productivity, reveals that sales professionals generally spend...
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