Topic: ‘Dynamics CRM’

Are you still using the 4.0 version of Microsoft Dynamics CRM? Good news – a new Update Rollup release! Rollup 20 is now  available for download.

Want to go to the Download Center to access the downloadable files? Click here. These EXE files should be downloaded based upon the bit version of your server (they are available for 64-bit server and 32-bit server versions). A Client download EXE file is also available for the 32-bit version of MS Office ONLY. Read the rest of this entry »

The Microsoft SharePoint team plans to begin rolling out new features of the Dynamics CRM & SharePoint Online integration this November. Hopefully by the time December rolls around, all data centers will be able to leverage the new features being offered. Read the rest of this entry »

Get pumped – a new Rollup release for Dynamics CRM 2011! Rollup 5 is now available for download.

There are some exciting new features included in this newest Rollup for 2011: Read the rest of this entry »

I recently had a request from a client who wanted to see, in Advanced Find, all waiting workflow System Jobs that were associated to a specific subset of Lead record that had a related Phone Call Activity in a Closed state AND had a certain field not filled out. The client wants to cancel the workflow jobs in bulk that are waiting in association with already Closed Phone Calls. Read the rest of this entry »

Discover the benefits of workflow development and learn how to utilizd the wizards and additional features of CRM 2011 workflows.

For simple exports to Microsoft Excel, you can use the Advanced Find functionality to find the records, and then export. But keep in mind that you can only get one data set per Excel file. What about when the requirement is to export data from CRM to a multiple-tabbed Excel file where each tab is a different data set? Read the rest of this entry »

Just saw a great deal come through. If you are not currenlty running Microsoft Dynamics CRM, then now is the time to try it. Microsoft is offering cash towards your Dynamics CRM Online implementation. Click here for more information.

Get a look at best practices in Lead management and learn some of the new time-saving features around CRM 2011 Leads.

Title: Lead Management in Microsoft Dynamics® CRM 2011

Speaker: Kanika Bailey, I.B.I.S. Consultant

This blog will focus on the new version of the Dynamics CRM 2011 Outlook Client. We’ll dive into three new features that will simplify and greatly enhance your Dynamics CRM experience:

• Applying conditional formatting from within Outlook Client listviews
• Sending CRM templates, articles and sales literature from within your Outlook application
• Using Outlook to set up categories, follow-ups, and reminders on CRM records Read the rest of this entry »

How many times do you get a request for a customized user experience where the client does not want all users in the organization to be able to view or edit all the information available on a form?

The request comes in with many forms such as a financial form where sensitive financial information should be visible to only selected roles; or contractual information with certain information for only certain roles such as contract administrators; or it could be a legal requirement where personal information should not be visible to anyone else except few roles. Read the rest of this entry »