Tag Archives: Microsoft CRM

Dynamics 365 – New Feature Update Ability to View Documents from SharePoint

Posted on December 31, 2019 by Steven Jacobowitz

A new feature in the Dynamics 365 2019 Release Wave 2 is the ability to display the related SharePoint documents (when using the native Dynamics SharePoint integration) on the main form. Previously these documents could only be accessed via the related items menu. Continue reading →

Posted in CRM Announcements, CRM Configuration, Dynamics 365, Dynamics 365 CRM, Dynamics 365 Fall Release Features | Tagged , , | Leave a comment

Depreciation of Microsoft Silverlight in Microsoft Dynamics CRM and Microsoft Dynamics Marketing

Posted on September 2, 2015 by Steven Jacobowitz

 Good Morning – I just received this email from Microsoft today regarding the future state of Silverlight.  I thought it would be something everyone should consider going forward when customizing MSCRM and MDM. Thanks for reading, Microsoft Dynamics Marketing uses … Continue reading →

Posted in CRM On-Line, MDM, Microsoft Dynamics Marketing | Tagged , | Leave a comment

Constraining Parameters at the Attribute Level for Root Cause Analysis

Posted on August 11, 2015 by Steven Jacobowitz

How many times I have been asked to configure a scenario where as “If my user picks X in one field I only want Y options in the next field.” Please read on if you would like to understand how to constrain options without writing code. Continue reading →

Posted in Configuration CRM 2015, CRM 2015 Requirements, CRM Configuration | Tagged , , | 1 Comment

Working with Business Process Flow Tips and Tricks Part 2:

Posted on July 28, 2015 by Steven Jacobowitz

This is my second post on Business Process Flows. Hope you all enjoy. Continue reading →

Posted in Business Process Flow, CRM 2015 New Features, CRM 2015 Spring Release On-Line, CRM Configuration, CRM Workflow | Tagged , , , | Leave a comment

Working with Business Process Flow Tips and Tricks

Posted on June 23, 2015 by Steven Jacobowitz

Using Business Process Flows will assist your organization follow consistent processes throughout the application. Configured properly you can lead your users of the system into next best actions including launching workflows and business rules. Continue reading →

Posted in Business Process Flow, CRM 2015 New Features, CRM 2015 Spring Release On-Line, CRM Workflow, Workflow | Tagged , , , , | 1 Comment

“What’s New” – Socializing Your Dynamics CRM On Line Implementation with Yammer

Posted on April 7, 2015 by Steven Jacobowitz

Article focuses on collaboration in Microsoft CRM On Line using Yammer and the What’s New sections of the application. Continue reading →

Posted in Collaboration in Microsoft CRM, Configuration CRM 2015, CRM 2015 New Features, CRM Configuration, CRM Integration, Yammer, Yammer and Microsoft CRM | Tagged , , , , , , , | 1 Comment

Configuration of Entitlements in Microsoft CRM 2015

Posted on March 30, 2015 by Steven Jacobowitz

Last year during the spring release of CRM 2013 Microsoft started a changeover in Microsoft CRM service module from Case support based on contracts to Case support based on entitlements. Continue reading →

Posted in Configuration CRM 2015, CRM 2015 New Features, CRM Configuration, CRM Service, Entitlement Tracking in Microsoft CRM 2015 | Tagged , , , , , , | 2 Comments

New Feature – Hierarchical Visualization in CRM Microsoft CRM 2015

Posted on February 3, 2015 by Steven Jacobowitz

Another new feature present in CRM 2015 is the capability to present data visually in a hierarchical model. Continue reading →

Posted in Configuration CRM 2015, CRM 2011 Reporting, CRM 2015 New Features, CRM Configuration | Tagged , , , , | Leave a comment

SDK Customization for Microsoft Dynamics Marketing

Posted on January 22, 2015 by Steven Jacobowitz

I am very pleased to re-blog this well thought out entry from Trapti Nagar, one of my colleague’s at IBM.   I am going to start focusing on the functional aspects of Microsoft Dynamics Marketing, but for you Coder’s I think … Continue reading →

Posted in MDM, Microsoft Dynamics Marketing | Tagged , , , | Leave a comment