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  • Blog Post: Microsoft Dynamics CRM for Outlook Client Troubleshooting Wizard

    Although the Dynamics CRM Outlook Client is highly intuitive and easy to use, it is a complex application.  Given that complexity and the endless possible machine configurations (Office version, Operating System (OS) version, Office, CRM & OS Updates), it is easy to understand how things might not...
  • Blog Post: What Should You Expect from an Opportunity & Quote Solution?

    Does your company have a complex inventory model with product and service dependencies that have corresponding business rules, dependencies or other characteristics that are challenging to remember or change?  Do your Opportunities, Quotes and Orders require your users to add several products and / or...
  • Blog Post: View Layout Replicator – Oh Ya!

    I was working on customizing a CRM Online system today.  Part of the change was to adjust the various Views of several entities so I thought I would try out the View Replicator that was developed by one of our fav Dynamics CRM MVP’s, Tanguy , and is available on Codeplex . Here’s a quick walkthrough...