Jun 19
2014

Automatic Case Creation: How to use the Case Creation Rule in CRM 2013 SP1

In a previous post, we explored a new feature in CRM 2013 SP1 on how to configure appropriate status reason transitions. Now, we will explore the Case Creation Rule, another new feature in the CRM 2013 SP1 (Spring ’14) roll out. Case Creation allows you to automatically convert an email message or social activity record placed in…

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May 22
2014

CRM Access Teams, Access Team Templates and Owner Teams

Microsoft Dynamics CRM 2013 provides a new way to control privileges and access to records that users didn’t have before, which begs the question: what specifically can you do with CRM Access Teams and how do they differ from what was offered with Owner Teams in CRM 2011? The bottom line is this: the new…

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May 07
2012

Slickgrid Currency Column Formatter

Slickgrid is a JavaScript grid component by Michael Leibman.  This is a great grid which is very flexible and customizable and very fast to load and display data.  Over the next few weeks we will be blogging about Slickgrid in general as well as a few areas in which we have extended its functionality.  This…

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Mar 12
2012

Dynamics CRM Q2 2012 Release

The next major release of Microsoft Dynamics CRM 2011 will be the second quarter of 2012. Currently available is Roll-Up 6 for CRM 2011. This next release will have some major functionality enhancements as part of the release. The primary theme of the release is “CRM Anywhere”. This will include but not be limited to: 1. Groundbreaking…

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Oct 05
2011

Preview of New Microsoft CRM Features Coming Q4 2011

Microsoft has published a preview of their Q4 2011 Microsoft Dynamics CRM release. There are many exciting and innovative items in the release. This is a feature release so there will be many items that did not make it into the initial CRM 2011 release. These changes affect CRM Online and On-premise. One undocumented but talked about…

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Sep 20
2011

Microsoft CRM and Office 365 Better Together

+ Microsoft Dynamics CRM 2011 and Microsoft Office 365 a compelling argument for the cloud. This eliminates the need for many servers in a companies infrastructure and makes it easier than ever to deploy robust technology quickly, easily and at a low price point. Check out this five minute video to give you a nice…

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Aug 29
2011

Great Time to Switch to Microsoft CRM

There has never been a better opportunity to switch from Salesforce.com to Microsoft Dynamics CRM. Microsoft has announced a “switcher” offer for companies that are still on Salesforce.com switch easy to CRM Online. Not only do you get a world class enterprise-ready system but you can get it with some of your implementations fees paid…

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Aug 24
2011

CRM Rollups for 2011

  By now most should know that Microsoft releases “Rollups” (RU) for CRM server and client side applications. These rollups traditionally called “Service Packs” (SP) by other systems, in the past have been applied in a very manual way. Starting with the release of CRM 2011, updates can now be handled in two ways. One…

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Aug 18
2011

CRM 2011 Maintenance & Optimizing for On-Premise Deployments

Microsoft has released a new white paper for Microsoft Dynamics CRM 2011 on-Premise deployments for maintenance and optimizing of infrastructure. It is a good overview of both hardware and software configurations needed to get the most out of the hardware you have in place. This is particularly important for organizations with a large number of users,…

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Aug 16
2011

New CRM 2011 Guides Available

Microsoft released new guides for Microsoft Dynamics CRM 2011. These are great resources for both CRM users and administrators. They are printable and are in Word so you can change/customize them for your own needs. This is a great place to start to build your own training manual and/or best practice CRM manual. The User…

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