Category Archive

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How to Create a Copy of a Production Instance in Dynamics CRM Online

How to Create a Copy of a Production Instance in Dynamics CRM Online

Microsoft Dynamics CRM Online provides a sandbox (development and/or test environment) associated with your production CRM environment. You can create a "full" copy, which includes the data or you can also create a "minimal" copy, which only includes the customizations. In this post, we will cover how to make a copy of your production instance for […]

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How to Install & Set Up a Card Scanner in Dynamics CRM

How to Install & Set Up a Card Scanner in Dynamics CRM

Are you in the market for a scanner that easily integrates with Microsoft Dynamics CRM? Well you are in luck! We have identified one that is both effective and user friendly. The IRISCard 5 Scanner features an option to directly load your scanned contacts into CRM or Outlook. Here's how to get things set up: […]

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Adding a Contact Quick View Form to the Phone Call Entity in CRM 2013

Adding a Contact Quick View Form to the Phone Call Entity in CRM 2013

One of the great new features with Microsoft Dynamics CRM 2013 is the ability to create Quick View Forms. This allows you to display information from a related entity on the form you are currently accessing. One of the most frequent requests that we get is to add the contact's phone number and email address […]

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Scheduling Your CRM 2013 Update

Scheduling Your CRM 2013 Update

CRM Online customers may have noticed an important new message when they log into CRM. Microsoft has started scheduling updates for the Microsoft Dynamics CRM 2013 fall release (codenamed Orion). This is a pretty major update with a revised user experience and a host of great new features. This is great news, but maybe the […]

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Microsoft Dynamics CRM 2013 Inline Lookup Controls

Microsoft Dynamics CRM 2013 Inline Lookup Controls

Are you excited about the upcoming release of Microsoft Dynamics CRM 2013? We are! Check out our page on Dynamics CRM 2013 resources for the latest news, information and updates regarding the update. In today's blog, we'll focus on just one of the many exciting new features of CRM 2013—inline lookup controls. Inline lookup controls […]

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Exploring the Quick View Forms in CRM 2013

Exploring the Quick View Forms in CRM 2013

One of the exciting new features of Microsoft Dynamics CRM 2013 is called the Quick View Form, which allows you to view summarized information from one record in another record. This blog will show you how to create and use a quick view forms in CRM 2013. It consists of a two-step process: Step 1: […]

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Microsoft Dynamics CRM Online Pricing Changes

Microsoft Dynamics CRM Online Pricing Changes

Some changes are coming regarding the licensing of Microsoft Dynamics CRM Online. As of October 1st, all new Dynamics CRM Online customers, regardless of how they buy (direct or volume license) will buy under the new User Subscription License (USL) pricing and options. What does this mean for customers with current agreements? Existing customers will […]

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Xrm.Page.context Unsupported Methods in CRM 2013

Xrm.Page.context Unsupported Methods in CRM 2013

JavaScript comes in very handy when working within Microsoft Dynamics CRM, and we have a lot of blogs on using JavaScript in CRM. Starting from CRM 2011 UR 12, the getServerUrl (which returns the base server URL) and the getAuthenticationHeader method that was available pre-UR12 when referencing the Xrm.Page.context have been deprecated. These two methods […]

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Top 10 New Features of CRM 2013

Top 10 New Features of CRM 2013

Microsoft Dynamics CRM 2013 is sensational! It's exciting because there are many new enhancements and advancements that will improve user experience and clarify business processes. CRM 2013 also improves usability across multiple browsers and devices. Here are the top 10 features new features of CRM 2013 that will surely profit your organization for years to […]

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Preparing for Microsoft Dynamics CRM 2013 (Formerly Code-named Orion)

Preparing for Microsoft Dynamics CRM 2013 (Formerly Code-named Orion)

As you may or may not have heard, a new version of Microsoft Dynamics CRM called CRM 2013 is headed our way! This blog will discuss items to review while thinking about this upgrade. The CRM 2013 upgrade path requires the CRM system be on CRM 2011. Those currently running CRM 4.0 or earlier will […]

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Evolution of Processes, Workflows, and Dialogs

Throwback Thursdays - The Evolution of Processes, Workflows, and Dialogs

As Microsoft has continued to develop and enhance CRM for Dynamics 365, a few of the areas that they have continuously improved through the years are processes, workflows, and dialogs. In today's blog, we will be taking a closer look at how CRM processes, workflows, and dialogs changed from 2011-2015. Get your time machine ready! We are […]

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