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Removing a Role from the Stakeholders or Sales Team Sub-Grids in Dynamics CRM
Customers frequently want to use the Stakeholders or Sales Team sub grids that are on the Lead and Opportunity form to indicate various related records in Dynamics CRM, but usually want to customize...
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Dynamics CRM 2016: What’s New for Unified Service Desk?
With the upcoming release of Microsoft Dynamics CRM 2016, a new version of Unified Service Desk (USD) will also be released. There are a bunch of brand new features that are sure to make USD better...
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What’s New in Dynamics Marketing 2016 Update 0.1
At the start of February 2016, we will roll out Microsoft Dynamics Marketing 2016 Update 0.1. As usual, the update will be applied automatically, but your local administrator can control when your...
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MB2-714 (Microsoft Dynamics CRM 2016 Customer Service) : Case Management
This is the next instalment in my series of posts describing the information needed to pass the MB2-714 (Microsoft Dynamics CRM 2016 Customer Service) exam, this time I will look at cases and case...
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Dynamics CRM Configuration Data Mover v1.6
I've released an updated version of my Dynamics CRM Configuration Data Mover tool that includes the following GUI enhancements:A reorganized toolbar A separate form to enter and validate connection...
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Debugging 101: The Pitfall of the plugin profiler
When developing for CRM, you sometimes have to debug your code. With the CRM on-premise versions, one could simply attach the Visual Studio debugger to your CRM Server. You only had to install the...
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Understanding Queues in Parature from Microsoft
Parature is Microsoft's leading customer service tool in the Dynamics family. It supports multiple channels for customer service, including online self-service, social, phone, chat and more....
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Product Team provides Interactive Roadmap for Microsoft Dynamics CRM
The Microsoft Dynamics CRM Product Team has released an interactive roadmap to provide deeper insight to the future of the development of the product. The roadmap is segmented into product areas for...
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Tip #575: Check your clocks
tl;drIf you receive an error “An error occurred when verifying security for the message” when connecting to Dynamics CRM, verify that the clocks on the client and the servers are no further than 5...
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El Social CRM, una herramienta indispensable para la fidelización de clientes
La era digital en la que vivimos ha cambiado la forma en la que disfrutamos de nuestro tiempo y en …
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Set Values of all Data Types using Web API in Dynamics CRM
In CRM 2016, Microsoft Introduced a new concept called “ Web API ” (OData v4) to perform CRUD operations as well as other special messages supported in Dynamics CRM. Stepping towards the new...
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The CRM Minute: What’s all the fuss about?
If you follow our blog regularly, you might have noticed something new and different popping up each Wednesday. We recently launched a brand new video blog series called The CRM Minute, a PO TV...
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Microsoft Dynamics CRM 2016 Helps Businesses Anticipate Customer Needs
Microsoft Dynamics CRM 2016 offers businesses advanced features for customer data analysis. Not only can the CRM solution capture the information generated by consumer engagement with a company and...
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Microsoft Dynamics CRM 2016 new signature control feature for phones and tablets
With the release of Microsoft Dynamics CRM 2016, there is a bundle of new features for administrators and developers out-the-box. One prominent feature that stood out for us is the new signature...
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A Partner Perspective on Making the jump to to CSP
Enough is enough! You have been getting blasted by Microsoft, Distributors and your next door neighbor about CSP (Cloud Service Provider) for a year now. Maybe it is time to get your head around it?I...
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CRM 2016 Sales Module Overview
The Dynamics CRM 2016 sales module Dynamics CRM is split into several different predefined modules. The modules were represented as a vertical navigation area in CRM 2011 and was reworked into a...
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Microsoft Social Engagement – How to Gain Insight & Engage Customers
With integrated social marketing predicted to be one of the main trends for 2016 Microsoft has recently extended the capabilities of its Social Engagement platform.Microsoft Social Engagement puts...
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Internet Explorer and Microsoft Dynamics CRM 4.0 and Support Lifecycle...
Beginning January 12, 2016, only the most current version of Internet Explorer available for a supported operating system will receive technical support and security updates. See the Lifecycle FAQ here...
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Field Service Management in Microsoft CRM (FieldOne Sky)
With the release of CRM 2016, Microsoft have included a fantastic field service module with the application. This is an add-on solution therefore is not visible with new installs. As is the case with...
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Tip #576: Business Process Flow can be updated on closed opportunity
Mini TruckstopEverybody knows who Tanguy “The XRM Toolbox” Touzard is. That’s right, a legend. But being a CRM legend does not mean knowing everything – it’s knowing when to ask the right...
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