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Posts Tagged 'Customize'

We are pleased to present below all posts tagged with 'Customize'. If you still can't find what you are looking for, try using the search box.

Can You Add a CRM Field Please?

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. 

CRM Best Practices - Too Many Fields

Installing Microsoft OneNote 2013 On Your Mac Or PC

 

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.

Quick Tip: Finding the Activity Feed Solution

It has come to our attention that the Activity Feed solution is temporarily unavailable for download from the Microsoft Marketplace (the link for the download had been: http://pinpoint.microsoft.com/en-us/applications/microsoft-dynamics-crm-activity-feeds-12884926310).

Fortunately, we had downloaded a recent copy of this for a client deployment. If you need a copy of the file, please contact us (click here) and request the file and we will email it to you. To install it:

  1. Be sure you are running UR6 or later (we have tested it on UR8)
  2. Import the .cab file into CRM as a solution

It is provided without warranty, but we have installed it in a test environment and it works without an issue. If you become aware of the download becoming available again, please reply to this post so we can update it accordingly.

Thanks!

 

UPDATE 6/11/2012: The solution is now available from the Microsoft Marketplace again. You can now visit the above link to download it directly. Cheers!

Dynamics CRM 2011 – Reading Attribute Values Inside Your Plug-In

As the Dynamics CRM product evolves to provide more flexibility and extensibility for the user, changes to the underlying object model are inevitable. Microsoft must provide more robust and flexible entity attributes that allow users to customize CRM 2011 to meet their specific needs. Fortunately for developers, the programming model has been changed to use native .NET types whenever possible. Often, developers need to capture an entity's attribute values to perform some custom function or action using a plugin. This might include updating other entities or even creating new entities based on the values derived from the base entity.

Customizing SharePoint Master Pages

I was recently tasked with quickly customizing a SharePoint site to fit the needs of a client.  In other words, making a SharePoint site not look like SharePoint.  Where do you start?  It did not sound like an easy task, but rather a matter that would require a lot of research, trial and error.  I was ecstatic to stumble upon a fantastic piece of work from Heather Solomon, a web designer specializing in SharePoint branding, layout and usability.  Heather’s Base Master Page Templates strip down master pages for your use with SharePoint 2007 sites, so you don’t have to dig through tedious lines of code and formatting; Heather has done this for you!

Blog Topics

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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

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.

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SharePoint Upgrade Checklist

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.