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…
The functionality of the new Activity Feeds feature introduced in CRM Online R7 / CRM 2011 Update Rollup 5 is built around the concept of following specific records. This allows a very granular level of control for the users to…
Back in the days before we had Microsoft Dynamics CRM 2011 available, it was a commonplace customization to show entities related to the parent entity directly on the parent’s form by utilizing an iFrame. Making information such as latest history…
Although this excellent article by Vjekoslav Babic is written from the ERP and MS Dynamics NAV perspective, the same list holds true for the CRM side as well: Top 7 reasons why to avoid (much) customization Regressions can be tricky…
After performing the basic installation of MS CRM, you will have a system that contains the default entities with all their fields, forms and so on. The next step will be to modify the entity customizations to suit the business…
Documenting what your CRM environment looks like and what changes you’ve done to it can be such a drag. Compared to how fast you can perform and publish customization changes in Microsoft CRM, writing it all down and communicating it…
