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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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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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Microsoft Dynamics CRM 2011 allows you to automatically restrict records from being sent emails. Each lead, contact and account record comes with standard fields to let you track if that record should receive emails and/or bulk emails. The Preferences/Contact Methods Read More +
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For Microsoft Dynamics CRM, there are various ways to connect to CRM's web services. In many applications, such as a web portal, a long lived and cached connection is desired. A common rookie mistake is to open a connection and Read More +
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One of the really powerful features of Microsoft Dynamics CRM is the integration between Outlook and CRM for contact management. Contacts entered into CRM appear as Outlook Contacts for the owners of those records automatically. If you have a smart Read More +
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Dear JoeCRM, I need to create a custom field with centrally managed values in Microsoft Dynamics CRM. Can you help me understand my options? -Option Upset Overload Dear Option Upset Overload, You have two choices: either a Lookup 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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The dreaded 'duplicate record' in CRM can rear its ugly head. Are you prepared? Need a process to deal with the situation? At PowerObjects, we recently had a client that created a bad 'Duplicate Detection' rule in CRM 2011. This 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 +
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Have more fun with workflows in Microsoft Dynamics CRM 2011. This handy tip will help save you custom coding and utilize the power of your CRM. Say you have a numeric or currency field on an entity where there is Read More +