Category Archive

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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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Understanding Global Option Sets in Dynamics CRM

Understanding Global Option Sets in Dynamics CRM

Global option sets are extremely useful for developing in Dynamics CRM according to best practices in system architecture.  In this blog we’ll cover what is an option set and how to create an option set. What is a Global Option Set? Often referred to as “dropdown” or a “pick-list” option sets are a field type […]

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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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CRM 2013: Will You Miss Screen Pop-ups and Refreshing on the Sub-grid?

CRM 2013: Will You Miss Screen Pop-ups and Refreshing on the Sub-grid?

Microsoft Dynamics CRM 2013 has introduced an entirely new user experience that allows users to see everything in a single screen with no pop-ups and no flipping from one screen to another. While this user experience will bring a paradigm shift in the way you work with Microsoft Dynamics CRM, there is a chance that […]

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Synchronizing Shared CRM Contacts with Outlook

Synchronizing Shared CRM Contacts with Outlook

What do you do when more than one CRM user needs to synchronize their Outlook contacts with the same CRM contact record? By default, the CRM Outlook Client is set to synchronize CRM contacts to Outlook contacts based on the owner of the CRM contact record. For CRM users who share contact records, this isn't […]

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How to Uninstall Microsoft Dynamics CRM 4.0 for Outlook Client

How to Uninstall Microsoft Dynamics CRM 4.0 for Outlook Client

There may be a time when you need to uninstall Microsoft Dynamics CRM 4.0 for Outlook from your computer. This can be due to an upgrade or due to a troubleshooting process. This blog will walk through the steps to remove the Microsoft Outlook client for both Windows 8 and Windows 7. Uninstall the Outlook […]

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Activities in CRM 2013

Activities in CRM 2013

One of the great benefits of the upcoming CRM 2013 release is the reduced number of clicks for adding activities. Everything you want to see is easy to access. This blog will guide you through various ways of accessing and creating activities within the new CRM platform. There are multiple places you can access activities: […]

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Duplicate Detection and Security Roles in Dynamics CRM

Duplicate Detection and Security Roles in Dynamics CRM

The duplicate detection functionality in Microsoft Dynamics CRM was developed to help you maintain integrity of your data. You can configure duplicate detection rules for any entity in CRM. The duplicate detection can be used during the creation of a record, updating a record, during imports or as a scheduled job. One thing to note […]

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Resolving JavaScript Dependency Issues in CRM 2011 UR 12 and UR 13

Resolving JavaScript Dependency Issues in CRM 2011 UR 12 and UR 13

It's not uncommon when working with large amounts of JavaScript files, whether you've created them or are using third party libraries, to run into a dependency issue. It's a significant enough problem that libraries like RequireJS exist to address it. However, when developing for CRM, coders lose some of the control over the application pipeline […]

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A Tip for Dynamics CRM 2011 Security Roles

A Tip for Dynamics CRM 2011 Security Roles

Many companies create silos within their data for security reasons. One way to do this is to increase Dynamics CRM security settings to make user-owned records read/write-only. This works, but it can also present some challenges. For example, what if one of your sales reps approaches a client about some new products, without realizing that […]

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How Have Dynamics CRM Activities Changed After the Polaris Release?

How Have Dynamics CRM Activities Changed After the Polaris Release?

You may already know that phone calls and tasks are the most common Dynamics CRM activities. The December 2012 Update for Microsoft Dynamics CRM (a.k.a Polaris) has made adding phone calls and tasks to accounts and contacts even easier and more convenient! Activities can now be created right within the account or contact form, so […]

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Dynamics CRM UR 12 – Cannot Convert Lead After Update

Dynamics CRM UR 12 – Cannot Convert Lead After Update

Microsoft Dynamics CRM UR 12 is here! Amidst of all the cool new features of UR 12, like process based forms and cross browser support (click here to see more on UR 12), there have been a few minor issues we've come across. One is the inability to convert a lead record into a Contact, […]

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