Monthly Archives: May 2012

How to concatenate two fields using workflow in Dynamics CRM 2011:

Posted on May 22, 2012 by Steven Jacobowitz

Topics to write about that will provide value seem to elude me at times.  In trying to provide value to my readers without the use of custom code in Microsoft CRM can sometime provide trying.  Here is a tip that … Continue reading →

Posted in CRM Configuration, CRM Workflow | 10 Comments

Using the Microsoft Demo Hub and Demo Builder

Posted on May 18, 2012 by Steven Jacobowitz

Overview: Building demos historically has been a drain on resources due to the level of effort required in order to meet the stated goals of the prospect in order to win the subsequent business.  In order to close the gap … Continue reading →

Posted in CRM Announcements, CRM Configuration, CRM ISV Product Reviews | Leave a comment

Customizing the Sitemap Using Microsoft’s Site Map Editor:

Posted on May 14, 2012 by Steven Jacobowitz

Undoubtedly one of the first requests I receive with when assisting a new client is to downsize the MSCRM application to include only the “items” they need.   A number of times this includes removing items from the left navigation window … Continue reading →

Posted in CRM Configuration, CRM ISV Product Reviews | Leave a comment

Microsoft SQL Server 2012 and Microsoft Dynamics CRM, Why Wait?

Posted on May 2, 2012 by Steven Jacobowitz

As is always the case with me, I have been dying to install SQL Server 2012 to get “acquainted” with the new features and functions and how it will impact Microsoft CRM 2011.  I had been holding off because for … Continue reading →

Posted in CRM 2011 Reporting, CRM and SQL Server, CRM Announcements | Leave a comment