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For the latest updates to this post please visit the original posting here: The Dynamics CRM 2011 End User Tools and Settings That Increase Efficiency What do you do for the user who says, “It takes too many clicks to…?” The following is a checklist of Microsoft Dynamics CRM 2011 end user tools and settings...
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You can automate a lot with processes in Microsoft Dynamics CRM 2011. The crm workflow described below can take some of the busywork away from your customer service reps, allowing them to focus on the customer. Scenario: The Case is automatically Read More +
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When designing workflows in Microsoft Dynamics CRM, if you ever run into a problem where a Two Options (a.k.a. bit) field has been is filled in, but you do not want it filled in, this blog will describe how to Read More +
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Every now and then, we get the requirement to move data from legacy systems to Microsoft Dynamics CRM. Not all the legacy data have unique primary key fields defined for the tables storing the data. The fact is that some old Read More +
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Did you know that Microsoft Dynamics CRM offers offline capabilities? It does. To be more specific, the Microsoft Dynamics CRM 2011 Outlook Client offers the ability to take Microsoft Dynamics CRM for Outlook offline. Get the Microsoft Dynamics CRM 2011 Outlook Read More +
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Every so often we get questions regarding multiple currencies in Microsoft Dynamics CRM. So, here are a few items to keep in mind when preparing for Multi-currency implementation, or preparing Microsoft Dynamics CRM 2011 to properly handle multiple currencies. 1. Read More +
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Global picklists are a new concept introduced with Microsofty Dynamics CRM 2011. This allows you to define the set of picklist values once as a Global picklist and then utilize this global picklist across entities. This has several advantages: Define picklist Read More +
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Overview The Microsoft Dynamics CRM List component provides a way to obtain the document management capabilities of SharePoint in Microsoft Dynamics CRM with the appearance and behavior of Microsoft Dynamics CRM. This component also enables Microsoft Dynamics CRM to automatically Read More +
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PowerObjects
by
PowerObjects
on
2012-2-28
Filed under:
Filed under: CRM 2011, Microsoft Dynamics CRM, mscrm, microsoft crm dynamics, SharePoint, Microsoft Dynamics CRM 2011, Microsoft Dyanmics CRM, Microsoft Dynamics, Microsoft DynamicsCRM, MSCR, Microsoft Dynamics CRM add-on, CRM How To
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If you've created a custom entity in Microsoft Dynamics CRM 2011 (or CRM 4 for that matter) you've noticed the "Name" field of this entity is a required field. What if this field serves no useful purpose for your users. Read More +
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You might already know that the most common way to remove visibility to a certain entity on the navigation in Microsoft Dynamics CRM is to remove the users access to that entity in the security role. You can also modify Read More +
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The Microsoft Dynamics CRM Outlook synchronization filters provide a way to granularly specify the data that is synchronized between Outlook and CRM. If the offline outlook crm client is enabled, then these filters specify the data that is available offline. Read More +
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If you were to imagine a custom form in Microsoft Dynamics CRM where you could select any entity and any field on that entity you would realize a few things about option sets. To enter and support every entity and Read More +
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This is the second installment of a two part series on setting primary contact field in Microsoft Dynamics CRM. You may want to read the first installment before continuing on. Another option to resolve this issue importing accounts and contacts Read More +
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We're gonna get a bit technical today. In Microsoft Dynamics CRM, one of the reasons for turning on pre-filtering for custom reporting is to associate the report with the open form (record) so that it picks up the unique identifier Read More +
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UPDATE: 1/17/2012 Update Rollup 6 packages for Client and Server are being temporarily removed from the Microsoft Download Center peding the investigation of some issues that have surfaces. Please hold off on downloading Update Rollup 6 until Read More +