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Related Posts
Blog Post:
Commonplace Opportunity Customizations (HD version)
Community Editor
https://www.youtube.com/embed/vO37ThqQciU Same content as earlier recording with similar name...but much better in HD format.
on
5 Jun 2012
Blog Post:
MS CRM Many-to-Many Relationships...of the "Native" Kind
Community Editor
(Please visit the site to view this video) Here's a short demo of how to create so-called "native" N:N relationships in Dynamics CRM, what they're good for, and what their limitations are.
on
24 May 2012
Blog Post:
Cloning Records with Custom Relationships and Mapping
Community Editor
(Please visit the site to view this video) This is an HD version of a video I uploaded a while back, on how you can use the "self-referential" relationship capability in CRM 4, combine it with a little custom mapping, and easily give your users (or yourself!) a simple way to "clone"...
on
24 May 2012
Blog Post:
Recursive Workflow for Case Escalation
Community Editor
(Please visit the site to view this video) This is an excerpt from my one-day live online class, "Building Workflows in Dynamics CRM".
on
23 May 2012
Blog Post:
CRM 2011 What's New Session1 - Customization Demo
Community Editor
(Please visit the site to view this video) This is the demo part of the customization section from Session 1 of the What's New in CRM 2011 series. Covered topics: customizing forms and views, the new customization UI, and of course the sweet new lookup field feature!
on
11 May 2012
Blog Post:
CRM 2011 Global Option Sets
Community Editor
(Please visit the site to view this video) If you ever had to manually synch up the values in a similar picklist on two different entity forms in CRM 4.0, you will like global option sets in CRM 2011. If you ever had to do it for three picklists on three entity forms in CRM 4.0 you will LOVE global option...
on
1 May 2012
Blog Post:
CRM 2011 Relationships and Filtered Lookups
Community Editor
(Please visit the site to view this video) If you customize Dynamics CRM the upgrade from 4 to 2011 will definitely end up saving you time. This little day-in-the-life video illustrates four features each of which is so far in my "top ten timesaving new customization features". Let me know...
on
1 May 2012