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Deciding when to use a workflow vs. a plug-in is usually a straight forward process. In general, I always recommend using workflow to automate business processes especially if the business process will be later modified/maintained by “business”...
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Sometimes rather than send instructions how to find a record, it’s easier just to e-mail it. The Outlook e-mail may not be automatically tracked in CRM (depends on your settings), and the link only works for other CRM users with at least Read permissions...
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Microsoft Dynamics CRM 4.0 has delivered a powerful workflow platform built on Windows Workflow Foundation. This workflow platform is highly configurable and means many processes can be built without the need to write a single line of code. Auditing is...
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The new feature in Microsoft Dynamics CRM 4 and CRM Online that I use every day is instant messaging. Yep, I can IM from inside CRM! If your company has Microsoft Office Communicator enabled and you are using Microsoft Dynamics CRM for Outlook, you can...
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In every version of CRM I have had a favorite feature that I tend to obsess slightly over. :-) In Version 3.0, it was Client Side Scripting. In 4.0, it is Workflow. The Workflow engine in CRM has so much possibility to help transform businesses and is...
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Today we welcome our guest blogger and CRM MVP Ayaz Ahmad . Last week I looked for the best approach to use auto numbers in Microsoft Dynamics CRM. After discussion with my peers I have come to the following possible options that can be used for auto...
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A new feature in CRM 4.0 is for administrative ability to prompt clients to install patches on their CRM client. This feature is called AutoUpdate and it applies to any client where the user has administrative rights on his/her machine. I’ll document...
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Microsoft Dynamics CRM 4.0 shipped with Data Migration Manager (referred as DMM from here on) to provide customers a solution to migrate data from their current solutions to Microsoft Dynamics CRM 4.0. DMM has made people happy with its unique set of...
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I have several customers looking to complete their upgrade from CRM 3.0 to 4.0, and they’re looking for advice on the steps they should follow both before and during the actual upgrade process. First, I suggest running two or more successful test upgrades...
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There are many interlocking relationships in Service Scheduling that once understood and correctly implemented unleash the full power of Microsoft Dynamics CRM. Service scheduling is about identifying and implementing resources, users and equipment/facilities...
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In this entry I am going to talk about different features in Data Migration Manager(DMM) where error situations can appear, how the tool notifies the user, filters out the erroneous content and proceeds for migration with the acceptable data. Let’s take...
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