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Author Archives: Steven Jacobowitz
New Hierarchy security In Microsoft Dynamics CRM 2015
Hello All- I wish I could say I am going to be 100% creative with this post but that isn’t the case. While going through my new install of CRM 2015 I was testing out the help files and found … Continue reading
Further Improvements Uncovered In CRM 2015 – The Search Feature
In case you haven’t discovered it yet. There have been additional improvements to the search feature in CRM including quick access to make your day more productive. When you first open the application please look to the right of the … Continue reading
How do I add new users in CRM 2015? The New Security Section
Note: This addresses both On Premise and On Line Microsoft released Dynamics CRM 2015 on Wednesday November 26, 2014, both the On-Premise and the On-Line Versions. For the next few posts I will concentrate on some of the things I … Continue reading
Software Readiness for MSCRM 2015 On-Premise
Microsoft CRM 2015, code name Vega, alias The Fall Release, is just around the corner. Microsoft is promoting this new release heavily on their online site. I will eventually discuss new features in subsequent posts, at the present time, I … Continue reading
How to concatenate two fields using workflow in Dynamics CRM 2011:
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
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Using the Microsoft Demo Hub and Demo Builder
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
Customizing the Sitemap Using Microsoft’s Site Map Editor:
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
Microsoft SQL Server 2012 and Microsoft Dynamics CRM, Why Wait?
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
Using the Dashboard Reporting Control for Microsoft Dynamics CRM 2011
Recently I noticed a post on the Microsoft Forums regarding the how to render a report through a dashboard using Microsoft CRM. Microsoft Dynamics Labs actually has a free solution published on the Marketplace called the Dashboard Reporting Control for … Continue reading
Lotus Notes Customers can Use Microsoft CRM Also!
Recently I was involved with a prospect who was interested in moving their client data into Microsoft CRM 2011. They were primarily interested in the xRM capabilities, namely the ability to configure the system down to a few very specific … Continue reading
Posted in CRM ISV Product Reviews
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