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Welcome Tour Screen – Please go away!
As lovely as she may look, we don’t need to see her face every time we load up CRM. Even when you tick the ‘Don’t show me this again’ tick box it still appears when you start a...(read more)
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Impersonation available using WEB API in Dynamics CRM 2016
Introduction: Microsoft Dynamics CRM online 2016 update and Dynamics CRM 2016 (on-premises) has introduced a new concept called the Web API . This can be used across a wide variety of programming...
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Our commitment to customer experience when implementing Microsoft Dynamics CRM
Customer service satisfaction has long been an area of interest & passion of mine. I was fortunate enough to coach on customer service delivery in a corporate environment & have therefore seen...
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Friday Flash Tip: Hide or Show Sub Grids in CRM 2016 and Pick Selected Rows...
Microsoft Dynamics CRM 2016 On-premises provides several new capabilities and methods to working with sub grids. Here are two quick tips for using those capabilities! 1. If you want to hide or show a...
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Unexpected interaction between a Plugin and the Dynamics CRM Social Pane
One of my customers has customized the Appointment and added Appointment Type and a Competitor fields to allow them to perform analytics on the interactions with their customers. One of the a business...
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Microsoft Dynamics Partner Roundup: AX solutions on Azure; Sales acceleration...
In this week's Microsoft Dynamics partner news roundup: SBS Group's AXIO for Professional Services Available on Microsoft's Azure Marketplace Ability Commerce Announces Partnership with Solutions...
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Recurring Revenue vs. Repeatable I.P. for Microsoft Partners
We obviously have a vested interest in the I.P. game, and so I listen to a lot of people. A couple of people in particular are Brent Combest (@BrentCombest, Microsoft’s Minister of Profitability) and...
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Performance Considerations Creating Custom Reports in Dynamics CRM - Part 1
Today's post is written by Rob Jasinski, Database Architect and DBA at Sonoma Partners.The ability to create custom SSRS reports for Dynamics On-Premise is a very powerful feature and adds a lot of...
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How Microsoft Partners can get some Love from their PSE
If you are a Microsoft Partner, then you are part of their channel. As a member of their channel, once you start selling some products, you will eventually pop up on the radar of someone at Microsoft....
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Join a CRM user group today!
Do you belong to a user group? We had a very successful Canadian national CRMUG user group meeting recently. Eight separate groups met simultaneously with a great portion of the learning being shared...
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USD 2.1 Released
You may have noticed that the links to download USD haven’t been working for the last couple of days. This is because Unified Service Desk version 2.1 for Microsoft Dynamics CRM has just been...
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USD – Multiple Pages
Unified Service Desk for Microsoft Dynamics CRM contains a neat feature to allow you to easily display multiple pages in one tab. The can be really useful if, for example, you wanted to allow a...
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USD – ScanForDataParameters (AND ExecuteOnTimeOut)
I recently explained how to use display multiple pages in a single tab in USD. Doing so is a neat and easy feature but depending on your solution you may now encounter a new challenge. From time to...
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Questions to Ask Before Implementing the Sales Module in Dynamics CRM
The sales module is typically one of the first modules that gets implemented when you are building a new CRM system since the account/customer is the heart of your business. Typically, there are...
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CRM 2016 “Word Templates” > Email as PDF Attachment with Workflow
With Dynamics PDF-Docs CRM add on (download trial – click here) users can create a CRM Workflow to PDF CRM 2016 Word Template as an attachment to an Email.The Workflow has 3 steps:Step 1: Create email...
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CRM’s Fantasy Sales Team Improves Sales
Just because football season has come to a close, that doesn't mean you can't keep your fantasy team up and running! With Microsoft Dynamics CRM's new Fantasy Sales Team's competition module, managers...
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MB2-714 (Microsoft Dynamics CRM 2016 Customer Service): Service Analysis
In this post I will continue my series on information needed to help prepare for the MB2-714 exam, this time I will look at Service Analysis. In this post I will look at; Using default Service...
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MB2-714 (Microsoft Dynamics CRM 2016 Customer Service): Voice of the Customer
This is my final post in preparing for the MB2-714 exam (Microsoft Dynamics CRM 2016 Customer Service), this time I am going to look at what you’ll need to know about the voice of the customer....
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Creación de un Worker Role de Azure conectado con Dynamics CRM Online
Hola, hoy voy a cambiar un poco la línea de mis últimos “posts”, para empezar a meterme un poco mas …
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11 de Marzo: 20 Tips y 10 Mejores Prácticas de Workflows y Business Rules.
Objetivos: Aprenderás mejores practicas para configurar Worflows y Business Rules, también tendrás la oportunidad de aprender a configurar funcionalidades que …
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