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Related Posts
Blog Post:
The Dynamics CRM 2011 End User Tools and Settings That Increase Efficiency
Alex Fagundes - PowerObjects
For the latest updates to this post please visit the original posting here: The Dynamics CRM 2011 End User Tools and Settings That Increase Efficiency What do you do for the user who says, “It takes too many clicks to…?” The following is a checklist of Microsoft Dynamics CRM 2011 end user tools and settings...
on
10 Aug 2012
Blog Post:
Assign Owner and Route Case to Queue Using Workflow in Dynamics CRM
Alex Fagundes - PowerObjects
You can automate a lot with processes in Microsoft Dynamics CRM 2011 . The crm workflow described below can take some of the busywork away from your customer service reps, allowing them to focus on the customer. Scenario: The Case is automatically assigned to the Bike Service Team and routed to the...
on
24 May 2012
Blog Post:
Remove a Value from a Two Options Field in a Dynamics CRM Workflow
Alex Fagundes - PowerObjects
When designing workflows in Microsoft Dynamics CRM , if you ever run into a problem where a Two Options (a.k.a. bit) field has been is filled in, but you do not want it filled in, this blog will describe how to remove that value. This may occur if you accidentally select one of the options in a Two Options...
on
17 May 2012
Blog Post:
Dynamics CRM Using Scribe Insight and an Easy Way to Link Accounts and Contacts when Migrating Data
Alex Fagundes - PowerObjects
Every now and then, we get the requirement to move data from legacy systems to Microsoft Dynamics CRM . Not all the legacy data have unique primary key fields defined for the tables storing the data. The fact is that some old systems and software do not even have accounts and contacts linked to each...
on
15 May 2012
Blog Post:
Going offline with Microsoft CRM 2011 Outlook Client
Alex Fagundes - PowerObjects
Did you know that Microsoft Dynamics CRM offers offline capabilities ? It does. To be more specific, the Microsoft Dynamics CRM 2011 Outlook Client offers the ability to take Microsoft Dynamics CRM for Outlook offline. Get the Microsoft Dynamics CRM 2011 Outlook Client directly from Microsoft . What...
on
3 May 2012
Blog Post:
Working with multiple currencies in CRM 2011
Alex Fagundes - PowerObjects
Every so often we get questions regarding multiple currencies in Microsoft Dynamics CRM . So, here are a few items to keep in mind when preparing for Multi-currency implementation, or preparing Microsoft Dynamics CRM 2011 to properly handle multiple currencies. 1. Each Price list can only have one...
on
27 Apr 2012
Blog Post:
Global Picklists – update from workflows in Microsoft Dynamics CRM
Alex Fagundes - PowerObjects
Global picklists are a new concept introduced with Microsofty Dynamics CRM 2011 . This allows you to define the set of picklist values once as a Global picklist and then utilize this global picklist across entities. This has several advantages: Define picklist once and use across entities If any...
on
10 Apr 2012
Blog Post:
CRM 2011 – Sharepoint 2010 Configuration and Folder Structure
Alex Fagundes - PowerObjects
Overview The Microsoft Dynamics CRM List component provides a way to obtain the document management capabilities of SharePoint in Microsoft Dynamics CRM with the appearance and behavior of Microsoft Dynamics CRM. This component also enables Microsoft Dynamics CRM to automatically create document libraries...
on
28 Feb 2012
Blog Post:
Auto Populate Name Field of a Custom Entity with Javascript
Alex Fagundes - PowerObjects
If you've created a custom entity in Microsoft Dynamics CRM 2011 (or CRM 4 for that matter) you've noticed the "Name" field of this entity is a required field. What if this field serves no useful purpose for your users. It could just be an extra field that the user must populate in...
on
23 Feb 2012
Blog Post:
Modifying Microsoft Dynamics CRM Left Navigation on an Individual Record
Alex Fagundes - PowerObjects
You might already know that the most common way to remove visibility to a certain entity on the navigation in Microsoft Dynamics CRM is to remove the users access to that entity in the security role. You can also modify the Sitemap using XML or use the sitemap editor available on Codeplex . But what...
on
17 Feb 2012
Blog Post:
Microsoft Dynamics CRM 2011- Update Users Outlook Filters via Script
Alex Fagundes - PowerObjects
The Microsoft Dynamics CRM Outlook synchronization filters provide a way to granularly specify the data that is synchronized between Outlook and CRM. If the offline outlook crm client is enabled, then these filters specify the data that is available offline. These filters are defined on a per user basis...
on
13 Feb 2012
Blog Post:
Microsoft Dynamics CRM and Dynamic Option Sets
Alex Fagundes - PowerObjects
If you were to imagine a custom form in Microsoft Dynamics CRM where you could select any entity and any field on that entity you would realize a few things about option sets . To enter and support every entity and field would be a daunting and impossible task. Even if you were to spend the time...
on
25 Jan 2012
Blog Post:
Microsoft Dynamics CRM Data Import – Setting Primary Contact Field #2
Alex Fagundes - PowerObjects
This is the second installment of a two part series on setting primary contact field in Microsoft Dynamics CRM . You may want to read the first installment before continuing on. Another option to resolve this issue importing accounts and contacts is a new feature in CRM 2011. The Data Import has the...
on
23 Jan 2012
Blog Post:
CRM custom reports – Issues with pre-filtering and non-searchable primary key for an entity.
Alex Fagundes - PowerObjects
We're gonna get a bit technical today. In Microsoft Dynamics CRM , one of the reasons for turning on pre-filtering for custom reporting is to associate the report with the open form (record) so that it picks up the unique identifier of the opened record and passes it to the report. So, when the...
on
23 Jan 2012
Blog Post:
Microsoft Releases Update Rollup 6 for CRM 2011
Alex Fagundes - PowerObjects
Microsoft has released Update Rollup 6 on January 12, 2012 for CRM 2011 . The update is ready to download here: http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=28712 Update Rollup 6 contains the following hotfixes: When you access Microsoft Dynamics CRM with Claims enabled...
on
17 Jan 2012
Blog Post:
How to Roll up Values from Child Records to Parent Records via Workflow in Microsoft Dynamics CRM
Alex Fagundes - PowerObjects
Have more fun with workflows in Microsoft Dynamics CRM 2011 . This handy tip will help save you custom coding and utilize the power of your CRM . Say you have a numeric or currency field on an entity where there is a Parent Child relationship (Accounts for example) and you need to calculate or Rollup...
on
3 Jan 2012
Blog Post:
How to Configure PowerGlobalSearch
Alex Fagundes - PowerObjects
PowerGlobalSearch for Microsoft Dynamics CRM 2011 is a fantastic add-on that's designed to search any entity and any field within those entities that you'd like. No more digging through endless records to find what you're looking for. You can select which entities you want to search in, and...
on
27 Dec 2011