After a recent migration, we had a number of duplicate account records in CRM. We were loading hundreds of thousands of records for performance testing, and then we wanted to continue to use the same database for integration development, so we wanted to clean up the data and get rid of duplicates to minimize errors with the integration. You can use the built-in Duplicate Detection to identify duplicate records, but this doesn't help you get rid of them - you would still have to manually merge or ...
At times it is helpful to change the document title of a form. In case you aren't familiar with the term, the document title refers to the text that appears at the top of the tab or window (depending on your Internet Explorer preferences) of a form in MS CRM.
There are times where it is helpful to test your CRM changes logged in as a different user. This will allow you to see everything that this user would experience.
Of course you can physically log on to the users machine, but a better way is to run a simple batch script that will start the CRM web client and prompt you for the users password.
The contents of the .bat script would look like:
runas /user:LITWAREINC\PaulW "C:\Program Files\Internet Explorer\iexplore
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.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
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.