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Nov 06, 2014

Dynamics CRM Tech Tip – Conditionally Show and Hide Fields on an Entity Form – Part 1: Using Business Rules

Part 1 of a 3 part series: Using Business Rules When developing customizations for Microsoft Dynamics CRM, forms can become cluttered with fields that are only used under very specific conditions. Take for example the following section from an entity form that deals with discount...

Categories: Microsoft Solutions

Tags: Dynamics 365 for Sales, Microsoft, Tech Tips + Tricks

Microsoft Dynamics CRM 2015 – Closing the gap between Sales and Marketing
Sep 25, 2014

Microsoft Dynamics CRM 2015 – Closing the gap between Sales and Marketing

Last week, Microsoft announced BIG NEWS that the next release of its Dynamics CRM platform will be available in Q4. This release includes enhancements to the entire CRM Platform – Dynamics CRM, Dynamics Marketing and Microsoft Social Listening, as well as improves to the interoperability...

Categories: Microsoft Solutions

Tags: Dynamics 365 for Sales, Microsoft

Aug 25, 2014

If Everybody Simplifies, How Come it’s Still So Complex?

The Reality Behind Most of the New ‘Simplifications’ for Commerce. Our CTO, Lawrence Matusek, is a true master of simplification.  Check out his following within the SAP community of complex manufacturing and you’ll see why.  Anyhow, a few weeks ago he did a post...

Categories: Microsoft Solutions, SAP Solutions, Manufacturing Industry Insights

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Aug 21, 2014

How to Recover the Mandatory Field Asterisk * in Dynamics CRM 2013

Some of our customers noticed that with the Fall release of Microsoft Dynamics CRM 2013, some of their users were not seeing the required field asterisk next to mandatory fields within CRM. This, along with a few other UI inconsistencies, seemed to affect random users, and wasn’t something...

Categories: Microsoft Solutions

Tags: Microsoft, Tech Tips + Tricks

Jul 03, 2014

Dynamics CRM Tech Tip – Fix Field Labels from Being Cut Short

If you recently upgraded your Microsoft Dynamics CRM system from CRM2011 to CRM2013 you have noticed a LOT of changes to the user interface. Most of the changes in the new version of Dynamics CRM are great, but some have caused a little confusion, for example: Field labels being cut short. With...

Categories: Microsoft Solutions

Tags: Dynamics 365 for Sales, Tech Tips + Tricks

Jul 03, 2014

Dynamics CRM Tech Tip – Show Component Dependencies

System Administrators and System Customizers responsible for managing components (views, entities, fields, dashboards, etc.) in Microsoft Dynamics CRM are probably all too familiar with this scenario; a component becomes obsolete, is supplanted by a new item or is simply not useful anymore...

Categories: Microsoft Solutions

Tags: Dynamics 365 for Sales, Microsoft, Tech Tips + Tricks

Are You Listening?  What You Need to Know about Microsoft Social Listening.
Jun 27, 2014

Are You Listening? What You Need to Know about Microsoft Social Listening.

We work with a number of large B2B companies on CRM and eCommerce initiatives. Many companies in this space are unsure about engaging in social listening. How to engage? What are our goals? What is the ROI? All good questions for developing your social strategy, but one thing is for certain -...

Categories: Microsoft Solutions

Tags: Microsoft, Social Listening, Social Media

Driving the Future of B2B Commerce – CRM Platforms Change the Game
Jun 04, 2014

Driving the Future of B2B Commerce – CRM Platforms Change the Game

It’s true.  The early days of CRM as Sales Force Automation tools are long gone.  In their place have emerged full-function “Demand Creation Platforms” that completely change the game of Marketing and Selling as we once knew it.  Demand Creation is showing up...

Categories: Microsoft Solutions, Manufacturing Industry Insights

Tags: B2B, Microsoft

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