Do you need to make changes in the deep reaches of your CRM configuration that aren't available through the CRM administration panel? Well there is a solution out there on Codeplex that you can import into your CRM 2011/2013 environment…
If you have implemented your CRM organization and not done a sanity check of the built-in cascading relationships for the COLAC (contact, opportunity, lead, account, case) entities vs. your corporate business practices then you have missed an important step in…
CRM 2013 Tool Tip Manager - Quick, Easy and Risk Free Customization of Tool Tips Tool Tip Manager is a CRM 2013 Online and OnPremise managed solution that allows a CRM Product Manager to quickly, easily and risk free to…
When you customize Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online you will typically work within the solution explorer for the default solution. To open the default solution navigate to Settings > Customizations and select Customize the System. The…
This past week while working with a client an item came up regarding creating an entity without Notes enabled and then a possible bug. The bug being that when you enabled Notes and republished them they don't appear. Well it…
SnapShot! for Dynamics CRM created by fellow MVP Mitch Milam of CRM Accelerators is proving to be a must have not a nice to have utility. Okay, so it isn't one of those 'free' utilities on the codeplex site, but…
Don't miss the encore presentation of Extending Dynamics CRM Beyond Sales Force Automation (SFA) with xRM Gone Wild. As one of the most popular CRMUG at Convergence, you will walk away with dynamic ideas on how you can extend the…
I was asked by Packt Publishing to do a review of their Microsoft Dynamics CRM 2011 Application Design book, authored by Mahender Pal. There are 8 chapters and two appendices in this 220 page book. The book will walk you…
It is week 20 in the review of the CRM Field Guide chapters from the book – The CRM Field Guide – How to CRM Like an MVP with Microsoft Dynamics CRM. This week it is the 11 page Customization Strategies…
It is not a good time to rush when creating custom entities in Dynamics CRM. The old adage - "Measure twice, Cut once" couldn't apply more when working with the initial setup of custom entities. I am sure you have…