Posts, page 21 of 26

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Country lists and multi-language lookup fields

One of the most common customizations almost any organization working with customers from multiple countries will want to have in their Microsoft Dynamics CRM data model is the addition of a structured list of country names, to ensure they are stored in a consistent format. Yes, by default the Country/Region fields on the account, contact […]

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Getting back at blog content thieves

Blogs are not only a valuable information source, they are also incredibly efficient vehicles for performing content marketing to promote a company or its products. In the line of professional services, many organizations want to use blog content created by experts in their own organization to prove to their potential customers that they are a […]

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To update or not to Update Rollup? That is the question

Some time ago I wrote a parody about Dynamics CRM blogs that mainly seem to post news about the latest Update Rollups being released. Now I find myself writing an Update Rollup blog post myself. Is that a sign that I’ve run out of topics and slipped into the autopilot blogging mode? I hope not, […]

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Making use of Dynamics CRM process automation capabilities

You shouldn’t use Dynamics CRM only for storing and presenting data entered by users, otherwise you’re really missing out on much of the capabilities that a CRM system has to offer. Sure, the immediate need for a CRM system will often be establishing a single location for customer data, rather than having it spread out […]

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Creating a copy of your production CRM database

If you have an on-premises CRM server and you’re running Dynamics CRM 2011, then you’re eligible to having more than one database in your CRM environment. Back when the multi-tenancy concept was introduced in CRM 4.0, there was a distinction between Workgroup, Professional and Enterprise editions. Only the Enterprise version granted you the right to […]

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Windows 8, Office 2013 and Dynamics CRM 2011 Outlook client

Windows 8 is done. The bits will become available for download to MSDN, Technet, Software Assurance etc. subscribers in mid-August. Woo-hoo! The biggest OS update since Windows 95 will soon be at our hands and we can start to think who it will change our lives for better (new touch-optimized Metro apps) and for worse […]

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More rumors on Dynamics CRM browser and mobile support

While we wait for the official Release Preview Guide for the next Dynamics CRM update, let’s add some more water into the rumor mill. I came across an interesting blog post titled “What’s the status of Microsoft Dynamics CRM 2011 R8 (Update Rollup 9)” on the SyncraTec Solutions blog, which included the following piece of […]

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Signing up for CRM Online in the Microsoft Online Services era

Starting from July 19th, you no longer can/need to use a Windows Live ID to sign up for a 30 day trial of Microsoft Dynamics CRM Online. Instead you’re directed to the Microsoft Online Services Portal (a.k.a. MOP) to follow the same registration steps as you would when starting an Office 365 trial subscription. So, […]

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Making Dynamics CRM exclusive again with Windows 8 & Metro

We have less than a month to go until Windows 8 hits RTM (release to maunfacturing). What has been described as the biggest OS renewal since Windows 95 is the current center of attention for each and every division at Redmond, since effectively Microsoft is betting the whole company on Windows 8. How does such […]

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Dynamics CRM Fall 2012 “Refresh” UI first impressions

Last year the Microsoft Word Partner Conference gave us a first look at the Activity Feeds solution and other R7 feature enhancements. This year in WPC 2012 we got a taste of things to come in Dynamics CRM on not just one but two client UI’s. Although the Metro CRM app is surely a more […]

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