In this blog, we show you how to upload a camera photo from a Canvas App to Dynamics 365 as an attachment on a particular entity record.
Dynamics 365 is pretty easy to navigate, but sometimes you may want to get to a specific area of CRM even faster! One way to do this is by adding shortcuts to your dashboard. This blog will give you a step by step process on how to add web resource shortcuts to your dashboard using […]
Wouldn't it be nice if we could all have more time in the day? With the fast-paced nature of our lives, sometimes it comes down to saving time on little things that really add up and make a difference in the course of a day. For example, think of the number of times you click […]
Does your team complain about the number of clicks in CRM? Are you looking for ways to minimize mouse usage? Would you like to get your data into CRM more quickly? The How-to Portal is a great place to go for all kinds of Dynamics CRM User Basics, but in this post we're going to […]
Dynamics CRM 2011 for Outlook is awesome. With great features like the reading pane, pinned views, searching within a view, conditional formatting and the ability to see exactly where records are being tracked in CRM without having to open the record (just to name a few) it really is a game changer. BUT two things […]