Search results for 'app:weblogs' matching tag 'Microsoft DynamicsCRM'

The Dynamics CRM 2011 End User Tools and Settings That Increase Efficiency

Anonymous — Thu, 09 Aug 2012 22:00:00 GMT

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 that increase efficiency, including things each user can do to decrease

Assign Owner and Route Case to Queue Using Workflow in Dynamics CRM

Anonymous — Wed, 23 May 2012 22:00:00 GMT

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

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Remove a Value from a Two Options Field in a Dynamics CRM Workflow

Anonymous — Wed, 16 May 2012 22:00:00 GMT

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

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Dynamics CRM Using Scribe Insight and an Easy Way to Link Accounts and Contacts when Migrating Data

Anonymous — Mon, 14 May 2012 22:00:00 GMT

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

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Going offline with Microsoft CRM 2011 Outlook Client

Anonymous — Wed, 02 May 2012 22:00:00 GMT

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

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Working with multiple currencies in CRM 2011

Anonymous — Thu, 26 Apr 2012 22:00:00 GMT

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.

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Global Picklists – update from workflows in Microsoft Dynamics CRM

Anonymous — Mon, 09 Apr 2012 22:00:00 GMT

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

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CRM 2011 – Sharepoint 2010 Configuration and Folder Structure

Anonymous — Mon, 27 Feb 2012 23:00:00 GMT

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

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Auto Populate Name Field of a Custom Entity with Javascript

Anonymous — Wed, 22 Feb 2012 23:00:00 GMT

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.

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Modifying Microsoft Dynamics CRM Left Navigation on an Individual Record

Anonymous — Thu, 16 Feb 2012 23:00:00 GMT

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

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