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Using CRM from an external website – part 2: research
Summer season is always a hard season to spend time behind your computer, the tempation of relaxing and spending time with your family and friends is big. But then guilt and curiousity win and I...
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New CRM for phones app available for iPhone, Android, and Windows Phone
The highly-anticipated CRM for phones app is now live for Apple, Android, and Windows phones! The new app provides the same intuitive experience as CRM for tablets.If you want to try it out, download...
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New CRM Phone Client Released
The next major milestone in the Dynamics CRM mobile story just played out with the phone clients becoming available for Windows Phone, iPhone and Android devices. The phone clients are not just a...
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Gotcha: fn_UTCToLocalTime and fn_LocalTimeToUTC
There are not many scenarios where you would directly operate against an entity base table in CRM. There two scenarios that I can think of are: Reporting Data Migration/Integration Filtered...
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Tip # 441: Errors when sorting views on mobile
Recently Scott “Comandante Redlaces” Sewell noticed that when he was using CRM for Tablets and clicked on a view column to sort, the app returned an error.Thanks to Tanguy “Toolbox” Touzard’s...
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Using Marketing Lists to Enhance Advanced Find
Advanced Find is one of Dynamics CRM’s best features. It allows us to dig deep into our data without needing to understand the complexities of database relationships, SQL or FetchXML syntax, etc....
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Adding Signature to Emails in Dynamics CRM
Introduction Signatures are very integral part of any emails that are exchanged in present times. Dynamics CRM however does not yet have an OOB way to configure a signature for a user so that when...
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Tip #111: Los misterios de sincronización
Recibí un correo electrónico recientemente de un amigo que es un genio, pero incluso él estaba confundido por el comportamiento …
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Testing CRM rollups and .NET versions
In this article I will talk about testing patches and how .NET versions can cause odd errors.Rollups and CRM VersionI had a customer who was using CRM 2013 Service patch 1 and wanted to test their...
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Record Level Security in Microsoft Dynamics CRM
Record level security in Microsoft Dynamics CRM refers to a user’s permissions regarding a record in CRM. First, below are a couple of definitions relating to permissions: Entity –...(read more)
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¿Cómo mejorar la productividad de su fuerza de ventas?
La tecnología ha impactado y cambiado la forma de vender. Gracias a ello se ha simplificado el proceso de venta, haciéndolo …
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Microsoft Dynamics CRM On Edge
I don’t usually blog about these topics, but I feel Windows 10 and the Edge browser justify it. Also, I need a little break from the ABP related posts.Just upgraded my old laptop from Windows 7 to...
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Tip #112 : IIS en el medio
Hace siglos teníamos un consejo sobre cómo aplicar restricciones de IP para su implementación CRM IFD. A continuación surgió el …
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Sales Buzzwords of 2015: The Best, The Bad, and The Blah
In the world of sales, things move a mile a minute. You can win or lose a sale in a matter of seconds, and stiff competition is just par for the course. As a salesperson, you want to make a positive,...
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Wait. What? I can’t add deleted items to a CRM view?
While teaching a course last week, several students got the following error. CRM is getting better and better at descriptive error messages. But the items the students were adding were not deleted...
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Zsolt Zombik Dynamics CRM Blog’s Top CRM Articles of the week – 29th Jul
I have a confession to make: I neglected my blog, because every free minutes of my life was spent to prepare my extreme running. Sorry! Articles of the Week CRM 2015 – Understanding impersonation...
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Spring 2015: Themes in CRM: Branding and Personalizing Your CRM
The Product team at Microsoft has put in a lot of work over the last few years really focusing on the end user to make CRM easier to use and in the process they have been making it, uh, well “prettier”...
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Public Sector and CRM from Dynamics
What if there was a platform to manage your employees, customers, and business processes? Check out this video to see why the public sector and CRM from Dynamics are a great match.With Microsoft...
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Tip #442: One WSDL to rule them all
WSDL is your best friend when you’re dealing with non .NET clients, e.g. Java, that need to talk to CRM. Historically, it’s always been a 2-step process:Hit...
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Tutorial – La forma mas rápida de Conectar con CRM 2015 con Visual Studio 2015
Hola, hoy intentaré explicar como conectar de una forma SUPER rápida con Dynamics CRM 2015 desde Visual Studio 2015, de …
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