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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

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

SAP Delivered IMG Settings
Sep 11, 2014

SAP Delivered IMG Settings

Lately I have been doing lot of SAP retrofits on SAP implementations for clients who already have SAP implemented in their organizations, or SAP implemented but not in line with their business processes and requirements.  I have noticed a common trend where standard SAP functionality (IMG...

Categories: SAP Solutions

Tags: SAP, Tech Tips + Tricks

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

Aug 14, 2014

Dynamics CRM Tech Tip - Using ExecuteMultipleRequest to Speed up CRM API Custom Data Imports

If you’ve worked with the Microsoft Dynamics CRM import wizard you’ll know that although it is a very powerful tool, it does have its limitations.  The maximum file size for individual files is 8 MB, which can be a limiting factor when you need to import a large dataset....

Categories: Microsoft Solutions

Tags: Microsoft, Tech Tips + Tricks

Planning Strategies for CTO/ETO in SAP
Jul 24, 2014

Planning Strategies for CTO/ETO in SAP

I have been asked by one of my friends regarding planning strategies for CTO/ETO scenarios and thought I would share my knowledge regarding CTO/ETO planning strategies in SAP. Scenarios discussed here involve usage of Variant Configuration functionality in SAP. Below are possible planning...

Categories: SAP Solutions

Tags: CTO, ETO, SAP Solutions, Tech Tips + Tricks, Variant Configuration

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

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