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Donna Edwards – MSCRM Dynamics

Donna Edwards – MSCRM Dynamics
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About MSCRM Dynamics

The blog’s objective is to provide information about the Microsoft Dynamics CRM product and related applications in a way that helps the community implement, configure, understand, more fully leverage the application, improve user adoption, and increase the value realized from more effectively using the software.

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  • Email Tracking for Delegate Mailboxes in Microsoft Dynamics CRM

    Posted 1 day ago
    by Donna Edwards Donna Edwards
    A question was recently asked in the community forum about setting up e-mail tracking on a delegate mailbox for the CRM Outlook client.  A couple of years back I put together the instructions for a client so I thought I would share the information...

  • JavaScript–Calculate two fields

    Posted 15 days ago
    by Donna Edwards Donna Edwards
    A friend contacted me the other day to help with a JavaScript issue.  He needed to calculate a couple of fields and found some code on Internet but wasn’t able to get it to work.  He found the code at http://community.dynamics.com/crm/b/mshelp...

  • Microsoft Dynamics & the Gender Salary Gap

    Posted 2 months ago
    by Donna Edwards Donna Edwards
    In 1963 the Equal Pay Act was enacted and other bills followed like the Equality Bill to address gender pay gaps.  Given the decades of attention this issue has received, why is the salary gap still alive and well in all industries to include Microsoft...

  • CRMUG Alive, Well & Growing at Convergence 2013

    Posted 2 months ago
    by Donna Edwards Donna Edwards
    In the event you were not aware, CRMUG was crazy busy at Convergence this year.  They were involved in everything from sessions and roundtables to helping people at the booth, answering questions, breaking bread and more.  Fortunately for me...

  • Have You Visited the Dynamics Community Lately?

    Posted 2 months ago
    by Donna Edwards Donna Edwards
    Not sure if you’ve had a chance to spend time on the Dynamics Community web site lately.  If not, you are probably not aware of the changes that have occurred.  I haven’t had much time either so I thought I would take a few minutes at Convergence...

  • Have You Been CRMGamified?

    Posted 2 months ago
    by Donna Edwards Donna Edwards
    Everyone I spoke with had a great time at Convergence 2013 but there was one booth I visited where people got an extra dose.  Let’s find out what all the buzz was about from the one and only Pablo Peralto.     Now is is time for YOU to...

  • Convergence 2013 – Through the Customer’s Eyes

    Posted 2 months ago
    by Donna Edwards Donna Edwards
    I was fortunate to have the opportunity to run into one of my past clients, Jeff Richardson, at Convergence this year.  I was the Project Lead for a CRM Online implementation at Jeff’s company, SIAA, Inc. By the way, don’t tell anyone but the SIAA...

  • Is Expedite in Your Future?

    Posted 2 months ago
    by Donna Edwards Donna Edwards
    During Convergence I was able to steal some time to conduct a few quick video chats with some of the Microsoft Dynamics Partners and Customers.  One of the chats I had was with Chris Wilson from TCC Software Solutions regarding a new and exciting product...

  • Convergence 2013 – Survey Says

    Posted 2 months ago
    by Donna Edwards Donna Edwards
    A big shout out to the MVP Panel at Convergence for making the Ask the MVP sessions a hit again this year.  Microsoft Dynamics CRM Super Stars like Shan McArthur, Daniel Cai, Chris Cognetta, Richard Knudson, Kuba Scalbania, Alex Fagundes, Gus Gonzales...

  • Talking Microsoft Dynamics CRM – Orion, UR13, and More

    Posted 2 months ago
    by Donna Edwards Donna Edwards
    In the event you missed it, below is the chat hosted by MSDynamicsWorld​.com that I participated in with Chris Cognetta, and Jukka Niiranen.  We covered many topics to include Update Rollup 12 & 13, Yammer, Orion, Windows Server 2012, Netbreeze...

  • Change Agent Headquarters – Microsoft Convergence 2013

    Posted 2 months ago
    by Donna Edwards Donna Edwards
    The Change Agent Headquarters booth was busy at Microsoft Convergence.  Whenever I passed through the area there was always a line so I thought I would stop by and have a chat with the brains behind the idea, Pang Ngernsupaluck. Let’s have a listen to...

  • Microsoft Convergence 2013 – The Social Scene

    Posted 3 months ago
    by Donna Edwards Donna Edwards
    As you might know, if you are following the Convergence buzz, Microsoft really stepped up its Social game this year.  Convergence 2013 has things like the Social Command Center, Social Media Wall and more.  Although I’ve had the opportunity...

  • Convergence 2013 – The Virtual Engagement

    Posted 3 months ago
    by Donna Edwards Donna Edwards
    As I’ve shared, I’m excited to be heading out to Convergence in just a few short days.  I’m equally excited to be a part of the social team that will be sharing as much as we possibly can via twitter, our blogs, and other social media outlets. To help...

  • Convergence 2013 – Where will you be?

    Posted 3 months ago
    by Donna Edwards Donna Edwards
    In just a few short days, I and several thousand others will be heading to NOLA to attend Microsoft Convergence 2013.  I am looking forward to sharing the learning experience with you, connecting with old friends and meeting new, learning about all...

  • Are Visions of Microsoft Convergence 2013 Dancing in your Head?

    Posted 3 months ago
    by Donna Edwards Donna Edwards
    In less than a week a whole crew of Microsoft Dynamics folks are heading to the great city of New Orleans to spend a week with some of our most favorite peeps; our peers, Dynamics guru’s, Microsoft Dynamics Product Team, Dynamics Community, our customers...

  • Microsoft Dynamics CRM 2011 Application Design

    Posted 3 months ago
    by Donna Edwards Donna Edwards
    I recently had the opportunity to review Microsoft Dynamics CRM 2011 Application Design, written by Mahender Pal, a very talented developer and who also happens to be a Microsoft Dynamics CRM MVP. Although the book does start off with a nice introduction...

  • Incident (Case) Entity Ribbon Display Issue

    Posted 4 months ago
    by Donna Edwards Donna Edwards
    I recently setup a new CRM Online environment to implement the Grants Management Solution Accelerator . After completing the deployment I logged in to test the solution and ensure everything was working as expected since we plan to use this for a demo...

  • Do you use Outlook as your CRM Email “Router”?

    Posted 4 months ago
    by Donna Edwards Donna Edwards
    Some Organizations choose to use Outlook for processing E-mail from CRM. Although this definitely simplifies CRM E-mail setup, it does require that CRM Users have the CRM Outlook Client installed and Outlook open in order for CRM to send e-mail. As...

  • Microsoft Dynamics CRM December 2012 Service Update Videos

    Posted 5 months ago
    by Donna Edwards Donna Edwards
    I came across this series of Microsoft Dynamics CRM December 2012 Service Update videos today.  They include a variety of information regarding the new Polaris release.  Some of the content is directed at developers, customizers and end users...

  • Dynamics CRM Update Rollup 12

    Posted 5 months ago
    by Donna Edwards Donna Edwards
    I came across an interesting read on Update Rollup 12 yesterday that had some information that I was not aware of.  You can find the article on MSDynamicsWorld.com .  Of course, we’ve all heard about some of the more ‘high profile’ changes...

  • Microsoft Dynamics CRM 2011 Books

    Posted 5 months ago
    by Donna Edwards Donna Edwards
    Over the past couple of weeks, I’ve responded to several inquiries regarding books available for CRM 2011.  When that occurs, I know it is time for a blog article. There are many amazing number of Dynamics CRM 2011 books available today.  I’ve reviewed...

  • Hey, Who Moved My Cheese

    Posted 6 months ago
    by Donna Edwards Donna Edwards
    We frequently encounter the need to change or replace fields in CRM after the application has been in use.  For example, we might decide to replace a text field like State, Country or Zip Code with a lookup field that gives the user a defined set of values...

  • Create a Simple CRM Online Report in 30 Minutes or Less

    Posted 6 months ago
    by Donna Edwards Donna Edwards
    This post assumes you have already installed Business Intelligence Studio (BIDS), which can be installed from the SQL media disc, CRM Report Authoring Extensions , and you have a Report project created in BIDS. The first step you will take is to create...

  • Dynamics CRM Team Development

    Posted 6 months ago
    by Donna Edwards Donna Edwards
    A little birdie landed on my window sill today and gave me some spectacular news.  Our very own Shan McArthur from ADX Studio is going to give a special two-hour session on Dynamics CRM Team Development this week.  You read it right. ...

  • CRM Outlook Client Ribbon not Displaying

    Posted 7 months ago
    by Donna Edwards Donna Edwards
    I recently ran into a CRM 2011 Outlook Client issue that I had not previously seen.  In this scenario, the CRM Ribbon would not display while everything else worked in the Outlook Client as expected: could view the CRM folders, views, open records...
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