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 +
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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2012-2-28
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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
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 +
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 +
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 +
This is a follow-up up with an earlier post on Sending Meeting Requests with Microsoft Dynamics CRM which explains how Microsoft Dynamics CRM does NOT send meeting requests out of the box, and best practices is to send meeting requests Read More +
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 +
Every organization that sells products or services also makes sure that it provides support to its customers. We attribute their dedication to all the friendly telemarketers across the world who make sure that they call you as you sit down Read More +