Dynamics CRM is a great system for managing your customer data. “Alright, so can you tell me how do I upload all my customer document folders in here?” Well, you don’t. Or more precisely, you better not do it. You see, while it’s more than likely that you have lots of files regarding your existing […]
Did you just disable duplicate detection in CRM by accident?
Duplicate detection rules in Dynamics CRM are an example of a configuration item that may often be active only in production environments. Since you don’t actively enter data into development or test environments, why bother thinking too much about them? Well, the one place where you need to be thinking about them is when you […]
Activity view default filter, missing due dates and how to modify the filter
Certain entities that contain the activity roll-up feature, namely accounts, contacts and opportunities, are also equipped with a date filter that allows you to choose whether you want to see all the activities related to the record or just a selected subset. By default this is “Next 30 days”, but you also can choose between […]
Power of Choice or the Legacy of Outlook?
The first selling point advertised for Dynamics CRM in almost any context is the user interface familiarity of Office users and the seamless integration to Outlook. Compared to other CRM applications, the feature set available in the Dynamics CRM 2011 client for Outlook is unsurpassed, no doubt about that. However, sometimes you do run into issues […]
Connections don’t merge, so be careful with duplicate records
Update 22.3.2012: this has now been fixed in Update Rollup 7 for Microsoft Dynamics CRM 2011 (KB 2600643). Go and get the file here, unless you’re using CRM Online. Connections are a nice new feature in Dynamics CRM 2011 that allow you to create ad-hoc relationships between two records of almost any entity type. Additionally, […]
Office 365 launches without Dynamics CRM integration for document management
Today was finally the big day when Microsoft’s cloud productivity platform BPOS was replaced with Office 365, which is now available for subscription. Having played with the beta version for a while now, I’m overall quite impressed with how close the SharePoint Online environment now is to its on-premises counterpart. While the limitations are still […]
Upgrade gotchas: Outlook client for Dynamics CRM 2011
Last weekend I finally did my first installation of the RTM versio of CRM 2011 Outlook client onto a machine with Outlook 2010. I had previously only worked with the Outlook 2007 client version, which is lacking a few nice features in the UI, as described in my earlier post. I came across a few […]
Update Rollup 27 has been… Seriously, guys!
Got a Dynamics CRM blog? Like to tweet about all things Microsoft Dynamics? You’re in luck, because Microsoft is providing you a steady supply of topics in the form of CRM Update Rollups (or UR’s if you prefer acronyms). Right now Microsoft Dynamics CRM 4.0 is on level 13 and will certainly continue to receive […]
Tabbed surfing with IE7 and CRM: the Quick Tabs bug
One of the prominent features of Microsoft CRM’s user interface is that all records are opened into a new pop-up window. While this does make navigation quite consistent throughout the different areas of the application, the downside is that it won’t take long before you have 20 separate browser windows open and you’re forced to […]
Microsoft Dynamics file exchange system
Reinventing the wheel rarely produces a perfectly round object. This is also the case with Microsoft’s attempt to enhance the basic operation of downloading a file from a website. If you have Software Assurance for Microsoft CRM, then you will probably also have the rights to use Microsoft Dynamics Customer Source. I know, figuring out […]
