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Blog Post: What is the Microsoft Dynamics CRM TestDrive?
The Microsoft Dynamics CRM TestDrive is an interactive demo that illustrates many of the most common functions and features of Dynamics CRM Online. The purpose of the TestDrive is to provide...
View ArticleForum Post: RE: Tracking Users Activity
Jason provides the most likely candidate for what you need. A few other options.1. Create a dashboard view with filters that shows scheduled/assigned as well as completed activities. 2. The out of box...
View ArticleForum Post: RE: Integrate MS CRM with Avaya system for standard CTI capabilities
If you are mostly interested in inbound/outbound phone calls, another option is intelli-CTI from QGate.www.qgate.co.uk/.../intelli-cti-ms-crm.aspxAvaya is definitely supported as well as both Dynamics...
View ArticleForum Post: RE: CRM 2011 - Self Service Portal
As Jason points out, for a product solution you can't really go wrong with Adxstudio. It provides a mostly code free way to create a portal tightly integration with Dynamics CRM. In fact, the portal...
View ArticleForum Post: CRM 2011 - Adding columns to entity views from 1:N entity...
Is it possible via XML or plugin/JScript to successfully add a column to an entity VIEW from a 1:N related entity attributes. Any feedback here would be grateful! Seeking any method possible.
View ArticleForum Post: Launch Modal Dialog From Silverlight
Hi All,I'm trying to launch a modal dialog from a Silverlight application which resides inside a CRM form. So far, I have been able to achieve this in IE and FF but in Chrome, the Silverlight...
View ArticleForum Post: RE: General approach for a campaign response tracking system
Hi Etienne,The solution mentioned by Michael above (in the blog he posted) does not involve integrating out side of CRM. www.powerobjects.com/.../poweremail
View ArticleForum Post: Edit plugins in ms crm 2011 .
How to change SOAP API service provider in installed plugins in ms crm 2011 ?
View ArticleForum Post: Non-Profit Solution
I have installed the Non-Profit solution from Microsoft Dynamic Labs and published all changes. I don't know how to bring up the solution. How do I begin using the solution?
View ArticleForum Post: RE: Emails sent through CRM from one user ending up in another...
The solution for us was to change the way that email was sent through the hosted Exchange server we use. We host at Intermedia and apparently their implementation of Exchange doesn't behave when CRM...
View ArticleForum Post: RE: Functionality and Page layout ---
Hi,Which editions do you refer too? If we're talking about CRM On-premises deployments, then there are only two versions: Workgroup and non-Workgroup and all of them support multiple form layouts.The...
View ArticleForum Post: RE: sharepoint foundation server 2010 on-prem and Dynamics CRM...
Yes SharePoint Foundation Server 2010 will work.Regardless Foundation/Server, please remember it has to be accessible from the internet over https.
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Blog Post: CRM Solution Packager – Quick Look
I recently had the opportunity to evaluate the CRM Solution Packager and what use it could provide in our CRM ALM. Our current process at Rockton Software www.rocktonsoftware.com was to maintain...
View ArticleBlog Post: Webinar – Innovative Use Cases of Microsoft Dynamics CRM and...
Are you interested in learning how other companies have improved their marketing and selling success by using an integrated marketing automation solution with Microsoft Dynamics CRM? Then join us for a...
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Blog Post: Boost Mortgage Loan Volume in a Rising Rate Environment with...
Just last week, mortgage rates experienced the biggest one week increase in 26 years. With rates at a two year high, it is safe to say that many mortgage lending divisions would welcome a “secret...
View ArticleBlog Post: Exciting Keynote Speaker Announcement Coming Next Week!
Be sure to stay tuned next week to find out who our CRMUG Summit 2013 keynote speaker is!In keeping with this year's "Elevate" theme, our speaker is a mentor, minister, coach and parent who has...
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Blog Post: Quick Find Record Limits – Search Results May Be Limited to 10,000...
In this blog I will briefly describe the Quick Find functionality in Microsoft Dynamics CRM 2011 and will conclude with a brief description of the Enable Quick Find Record Limits option. The Quick Find...
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Blog Post: Preparing for Microsoft Dynamics CRM 2013 (Formerly Code-named Orion)
For the latest updates to this post please visit the original posting here: Preparing for Microsoft Dynamics CRM 2013 (Formerly Code-named Orion)As you may or may not have heard, a new version of...
View ArticleForum Post: RE: just starting
I may have figured it out..... however loosely - I don't understand - ahhhh this is going to be interesting!
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