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We are pleased to present below all posts tagged with 'Configure'. If you still can't find what you are looking for, try using the search box.
Sometimes saying "yes" to make your CRM users happy can create unnecessary complexity that chips away at the user experience and, ultimately, hurts adoptin. In this article we'll look at some helpful questions to ask before adding a new field to CRM.
When it comes to effectively taking notes, OneNote leaves Word in the dust. Don’t get me wrong, Microsoft Word is an excellent program and is very useful for specific tasks, but note-taking isn’t one of them. OneNote allows users to take notes the way that works best for them. In this blog entry, I will walk you through the installation process for your computer, step-by-step.
The latest update rollup for the Dynamics CRM 2011 client fixes some compatibility issues with Outlook 2013. However, we are finding some issues with users that have upgraded from Outlook 2010 to Outlook 2013. There was a similar issue when Office 2010 was released. At that time, we had a client who purchased new computers that had Office 2010 pre-installed, but their corporate standard was Office 2007. They uninstalled Office 2007 and installed Office 2010 – and CRM for Outlook no longer worked.
The failure to understand and execute an effective activity management process is a leading cause of poor CRM adoption. There are a variety of issues that can make activity management confusing and frustrating for users in ANY CRM system. In this posting, I've detailed 11 suggestions for improving your activity management process.
This is only a starting point. Proper use of Queues and Workflows - in particular - are areas that can also improve your activity management efficiency and results.
We are frequently asked if each user - or even different business units - can have completely personalized menus in Microsoft Dynamics CRM 4.0. With a little bit of work on the SiteMap XML file, you can give your users a lot of options for a menuing system that is tailored to their specific needs.
You may notice that when you use bulk edit on Contacts, the Parent Customer field is disabled, not allowing you to assign an Account to a group of Contacts. You can enable this field by following the instructions included in this post...
There are several nice examples that show how to clone a record in MS CRM. Most of the examples I found cloned native entities: Cases, Contacts, Opportunities, etc.
We implemented a workflow that was frequently failing with a message stating "the text entered exceeds the maximum length." Fortunately, the fix was fairly easy.
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Back in 2007 I developed a solution to show Windows Explorer directories and folders inside an iframe on a CRM form. I blogged about it for the Microsoft CRM Team blog on MSDN. Filebrowser allows users to directly access files and folders in a shared directory from within CRM records. The files and folders are stored on a UNC share on your server, so they’re also accessible to non-CRM users. In addition, Filebrowser incorporated some client-side script to create and display context-sensitive fol ...
We use queues in Microsoft CRM 4.0 to receive email for various sales and customer service functions. I recently set up a new queue and, when I tested it, I found that it was not receiving email at all. This led me to test our other queues, and, much to my chagrin, I realized they were not receiving email either! As it turns out, there were two things that threw a wrench in our queues. Each of them alone would have caused the queues to break. 1) We recently set up a new SSL certificate f ...
When working with Contact records in Microsoft Dynamics CRM, you might find it frustrating if someone asks you to send them the address of a particular contact. You either have to re-type it or copy it line by line. To save yourself the headache, use the ISVConfig customizations in CRM 3.0 or CRM 4.0 to add a button to the Contact form that lets you copy the address to the clipboard. The example in this entry illustrates how to do this for the Contact.
CRM 4.0 now offers the ability to turn off the tracking token and still track most email messages.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
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This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.