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#CRMUGDC Summer Meet Up Recap
On Saturday July 18 the CRMUG chapters for DC, Maryland and Virginia came together to attend a Washington Nationals game! The previous night's game had been suspended so we actually got to see...
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Using CRM from an external website – intro
Tonight I was helping someone in the Dynamics community forums. He was looking for a way to integrate a drupal environment with Dynamics CRM. I was able to help the person by handing him a couple of...
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Tip #436: Business rules rule, OK?
tl;drLongerHad an awesome Skype conversation with the customer while driving sitting in a parked car with the engine switched off, parking brake applied and keys out of ignition. Here’s my thousand...
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Converting Date/Time based on user timezone in SSRS reports for Dynamics CRM...
Converting Date/Time values according to a timezone is quite easy in languages like javascript, C#, etc. but achieving this in SSRS reports is a challenging task. For CRM online we can achieve this...
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Dynamics CRM 2011 to CRM 2013 Migration Guide
Many users of CRM have been looking to move to Dynamics CRM 2013 from their previous versions. This new CRM came in after 2 years and with a host of changes and new features which work well for...
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Tips, Tricks, Resources: Put on your reading hat and fasten your seat belt
Mucho Thanks to Shawn Dieken for continuing to embrace Knowledge Shared, Knowledge Learned and by summarizing an incredible library of Microsoft Dynamics CRM Tips, Tricks, White Papers and Resources.I...
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User Adoption: Getting the Most Bang for Your Buck
If you have worked at any company long enough to see a new program introduced only to fall flat on its face, despite the promises of ease and riches, then you understand the challenge of user...
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10 pasos para automatizar el Marketing y optimizarlo (II)
Como señalábamos en un artículo anterior, al automatizar acciones de marketing, es clave seguir una serie de pautas que las …
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Dynamics CRM Developer Extensions – v1.1.0.0
I’ve added some new functionality to the templates and snippets the extension already includes. Integrated Web Resource DeployerManage mappings between multiple CRM organizations and Visual Studio...
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Dynamics CRM Developers: Build Your Own Mobile Apps for Windows, iOS, and...
In the last article, I said I will explain how to use Web API developer preview. However, I got several questions regarding Xamarin.Forms, so I will introduce how you can build Xamarin.Forms app for...
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Planning For CRM Success: Managing Shift In Ownership From IT To The Business
Tomorrow, MSDynamicsWorld.com will host the first in a three-part webinar series, Planning for CRM Success, delivered by CRM industry veteran and Microsoft MVP Rick McCutcheon. The series offers a new...
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CRM 2013 – Workflow error AccessCheckEx
I was investigating a bug on CRM 2013 , I got the exception belowUnhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk,...
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HowTo: Avoid simultaneous execution of 2 instances of same workflow for a record
Let’s imagine that you (as a consultant) use waiting workflows (booo, I know that waiting workflows are evil). But let’s imagine and you have a field on a record that is responsible for datetime till...
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Worldwide Partner Conference 2015 Recap
Wow, what a great experience! I just got back from Microsoft’s Worldwide Partner Conference (WPC) that was held in Orlando, Florida. Although I have attended Microsoft events as a Microsoft Employee,...
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Connecting Microsoft Dynamics CRM & Microsoft Dynamics GP for Sales Order...
A major struggle we hear from many of our clients is the lack of integration between their business systems. They must continually enter their customer or member data in multiple places, and there is...
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CRM and Marketing Automation Integration: 3 Key Benefits
Customer relationship management (CRM) solutions have been around for many years and changed the way sales and customer service operate, from the early days of the Rolodex and databases to the modern...
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5 Time-Saving Features in the Dynamics CRM 2015 Tablet App
When it was released earlier this spring, Microsoft Dynamics CRM 2015 update 1 brought with it a variety of enhancements to help users make the most of their busy days. One of the best of these new...
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Tip #437: Should I create private notes in CRM?
Generally, no.Occasionally I will come across a requirement to allow for some CRM notes to be private and only readable by the person who creates them. In my opinion, this is generally a bad idea.In...
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Retrieving Dates in FetchXML Aggregation for use in Dynamics CRM Reports
While writing a report using FetchXML, I needed to perform aggregation on a linked-entity where I encountered a problem in that fields that are not aggregated have to be grouped. For most fields this...
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FetchXML Retrieving Nulls in a Linked Entity for use in Dynamics CRM Reports
When writing custom FetchXML reports in Dynamics CRM, it is sometimes useful to find out what isn't there as opposed to what is. For example, you may want to find the Contacts that haven't had any...
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