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5 Biggest Pitfalls When Changing Your ERP System

Changing your ERP system isn’t easy.  In order to have a successful implementation of your new ERP software solution, it’s extremely important to follow a set of guidelines and best practices. Without...

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Microsoft Dynamics CRM 2016 SDK Update

Microsoft Dynamics CRM 2016 SDK Update Microsoft just released version 8.0.1 of the CRM 2016 SDK . Here is what’s new for developers CRM Online features now available for on-premises...

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Spotlighting Service in Microsoft Dynamics CRM 2016

For many companies when they implement a CRM (Customer Relationship Management) solution like Microsoft Dynamics CRM it is focused on one main goal. Growing Sales.With recent enhancements to Microsoft...

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CRM DevTools - Easily Update Hidden or Read-Only Fields for Testing

When testing functionality in CRM, most likely you will need to update some data in order to complete the test.  But what happens if the field doesn’t exist on the record form or is read-only?  One...

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What’s New in Microsoft Dynamics CRM 2016 – Selective Components

CRM 2016 is here and it’s full of new enhancements! One of my favorites is the advances in the solutions capabilities of CRM to allow for selective sub-components of a Solution Package. This should...

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Microsoft Dynamics CRM for phone mobile app issue: Open activities appear locked

During a recent Microsoft Dynamics CRM 2015 online implementation we stumbled upon an issue with editing Activities in the Dynamics CRM for phones mobile app. The sales process for users is to add...

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Understanding USD Panels

When building an integration to the Unified Service Desk the first thing you need to decide is where your integration is going to go.  And by the WHERE , I mean specifically where in the UI your...

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February 19 Blog Review

The most important news you need to remember this week is that the CRMUGDC Q1 Chapter Meeting takes place on Wednesday, February 24th from 8:30-12:30 at the Microsoft Office in Chevy Chase, MD. We...

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Composite Controls – Features and Customization in Dynamics CRM

This post has been authored by one of our team members, Sandhiya K. She is a person with an unfading desire for learning… who very strongly believes “Learning Never Ends”. MS CRM...(read more)

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Microsoft Dynamics CRM 2016 Update 0.1

Update 0.1 for Microsoft Dynamics CRM 2016 will be available for on-premises customers in Q1 of calendar year 2016. Issues that are resolved in Update 0.1 for Microsoft Dynamics CRM 2016 Update...

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Bookmarklet: Turn off autosave & lookup on newwindow

The first bookmarklet turns off autosave for the current record, and refreshes the form without saving. Drag the below to your favorites bar....

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Run Application for Several Organizations and Servers

Well, call me an "Ideationista" because what takes me more than 30 minutes to do, my creativity sparks. I always have an idea to build something to do it easier and in the shortest time, so I...(read...

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Why Resco acquiring CWR’s mobile CRM is important

Price Is What You Pay, Value Is What You GetWarren Buffett One large purchase for Resco, one big leap for Microsoft Dynamics Mobile space.Interesting press release from Resco announcing they had taken...

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Spell checking on send of an Email in CRM 2016 using Speckie

Speckie is a spelling checking add-on for Internet Explorer which is installed onto the client's machine. Once the add-on is enabled the spell checking functionality will be applied to all web pages...

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Streamline your business process flow in Dynamics CRM 2016

Introduction: Since the release of Microsoft Dynamics CRM 2013, it had become essential to set business process flow for several professionals in the organization. The main aim was to guide people...

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CRM 2016 Update 0.1 (KB 3133963) Available

It passed under my radar yesterday, but Microsoft published Dynamics CRM 2016 Update 0.1 (KB 3133963) on Sunday February 21st. It includes a ton of fixes for what I would call serious bugs and...

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Understanding in Depth – Cross Origin resource sharing (CORS) in Dynamics CRM...

First don’t get overwhelmed by the title of the topic. All this means how to connect to CRM from a standalone HTML Page using the web-api. Prior to CRM 2016, you cannot connect to CRM OData service...

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Broaden Your Knowledge at CRMUG European Congress 2016 - Registration Is Open

**REGISTRATION IS NOW OPEN FOR THIS EVENT**Meet fellow Microsoft CRM users at the International Congress Centre in Stuttgart, Germany for CRMUG European Congress 2016. CRMUG European Congress is...

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Today I Learned in Dynamics CRM - Email Router Tip

I am allowed to still admit I don't know things.   That being said.Pressing Approve or Reject Email address on a mailbox or queue box in the Dynamics CRM web application will also enable or disable...

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It’s All Relative: How to Relate an SLA Directly to a Case in CRM 2016

SLAs (Service Level Agreements) were introduced in Microsoft Dynamics 2013 SP1 (6.1). This robust feature lets you manage response and resolution commitments for your customers. CRM 2015 enhanced SLAs...

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