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Category Archives: CRM Configuration
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
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
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
Configuring Microsoft Dynamics CRM Efficiently: Using Custom Entities and Lookups as Option Sets – Part 3
Good Day! To recap; Part 1 of this series we focused on the option set attribute and the benefits associated with providing our end users with a method for entering in pre-determined entries into an attribute. For example, ease of … Continue reading
Posted in CRM Configuration
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Configuring Microsoft Dynamics CRM Efficiently: Using Custom Entities and Lookups as Option Sets – Part 2
Last week we discussed the use of the Option Set attribute when configuring Microsoft CRM 2011. As mentioned it is advisable to use an Option Set when you require standardized input into a field on one of the entity forms … Continue reading
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Configuring Microsoft Dynamics 2011 CRM Efficiently: Using Option Sets
It has come to my attention through the blog posts that most contributors are primarily focused on customizing, (extending) CRM 2011 using code. For the non-technical, such as myself, I find some of these processes and methodologies a bit overwhelming. … Continue reading
Posted in CRM Configuration
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