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Jan 30, 2015

How to Set Up the Microsoft Dynamics Marketing and Microsoft Dynamics CRM Online Connector

Microsoft Dynamics Marketing is proving to be a valuable tool to marketers who are looking to leverage the power of the platform by using Microsoft Dynamics CRM, Dynamics Marketing and Office365 to collaborate more easily and effectively across business functions. One of our most common...

Categories: Microsoft Solutions

Tags: Dynamics 365 for Sales, Dynamics Marketing, Microsoft

Jan 29, 2015

Dynamics CRM Tech Tip – Localizing Composite Address Fields

Composite fields were added in Microsoft Dynamics CRM 2013 to capture data as a group rather than through multiple disconnected fields. For example, in previous versions of Microsoft Dynamics CRM individual components of an address would need to be captured as separate fields. In Microsoft...

Categories: Microsoft Solutions

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

Jan 20, 2015

Microsoft Dynamics CRM 2015 - What Should We Expect this year?

With the “ink” barely dry on the release of CRM 2015 in the fourth quarter of 2014, and with many CRM Online customers still waiting for their scheduled update sometime in Q1, it might seem like it’s too early to start looking forward to some of the changes coming in calendar...

Categories: Microsoft Solutions

Tags: Dynamics 365 for Sales, Dynamics CRM 2015, Dynamics Marketing, Manufacturing, Microsoft, Microsoft Social Listening

Nov 20, 2014

Dynamics CRM Tech Tip – Conditionally Show and Hide Fields on an Entity Form – Part 3: Choosing Which Method to Use

In our previous tech tips we have described how to implement showing and hiding logic using business rules and custom JavaScript. It is important to understand when to use business rules versus custom JavaScript and vice versa. Choosing the correct method to implement your showing and hiding...

Categories: Microsoft Solutions

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

Nov 13, 2014

Dynamics CRM Tech Tip – Conditionally Show and Hide Fields on an Entity Form – Part 2: Using Custom JavaScript

Part 2 of a 3 part series: Using Custom Javascript In last week’s tech tip, we described how to show and hide fields in CRM using business rules. We also outlined some of the key limitations of using business rules which can make it difficult or impossible to implement complex...

Categories: Microsoft Solutions, News + Events

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

Nov 11, 2014

Microsoft Dynamics CRM 2015 is coming….Are you ready? Here are 5 things you should know now!

While Microsoft is preparing Dynamics CRM 2015 for release next month, users are wondering what Microsoft will do for an encore after CRM 2013 brought a completely new user interface to bring the application in line with Microsoft’s Metro UI corporate design language. Well, armed with an...

Categories: Microsoft Solutions, News + Events

Tags: Dynamics 365 for Sales, Dynamics CRM 2015, Microsoft, Tech Tips + Tricks

Sub-Contracting in SAP – Different BOM Components by Vendor
Nov 07, 2014

Sub-Contracting in SAP – Different BOM Components by Vendor

During my initial days of SAP consulting, I was asked to explain sub-contracting functionality and setup. Being a logistics consultant I was able to answer it with ease and explain the functionality and setup required for it to work in SAP. Then I was asked how sending different BOMs based on...

Categories: SAP Solutions

Tags: SAP

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

Oct 16, 2014

Utilizing Quick View forms in Dynamics CRM2013

One great feature introduced in Microsoft Dynamics CRM 2013 is the ability to create and embed Quick View forms.  Quick View forms are great when you need to see information from a related entity on the current form you are working on.  For example, when adding a Primary Contact to an...

Categories: Microsoft Solutions

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

Oct 02, 2014

Where Does Social Fit in the Workplace?

With 1.32 billion active monthly users, Facebook has become a bit ubiquitous in our daily routine. Twitter, similarly, has 271 million active monthly users and sees over 500 million tweets sent per day through its servers. So if social networking and media has become such a natural part of...

Categories: Microsoft Solutions

Tags: Social Media

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