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Yihuan.Song's Articles

Add Icons for Customized Entities in CRM 2013


thumbnailMicrosoft Dynamics CRM doesn’t have an icon library that can be shared with customized entities, instead rendering them as blank green tiles. In this blog, we will show you how to add icons for these custom entities.

How to Setup and Use a Microsoft Dynamics CRM Online 30-day Free Trial

Microsoft Dynamics CRM 2013 has launched a 30-day free trial which provides the full access to all functionality. This blog will walk you through how to apply for a free trial account and how to best utilize this free tool. It includes some basic setup such as how to add users into your system, set security roles and play with sample data.

How To Set Work Hours and Business Closures in Microsoft Dynamics CRM

This blog details how to set work hours and business closures in Microsoft Dynamics CRM, along with best practices to manage these workflows.

Quick features of Dynamics CRM: Quick Create, Quick View and Quick Search


Among all of the changes and updates into CRM 2013, the inclusion of quick features has been among the most acclaimed. There are three quick feature functions  in CRM now: Quick Create, Quick View and Quick Search. This blog aims to give you a basic understanding on these handy, effective and powerful features which hopefully will save navigation time and enhance your work efficiency.

How To Set Up and Best Utilize Microsoft Dynamics CRM 30-Day Free Trial


thumbnailThis blog will help you gain a full understanding on Microsoft Dynamics CRM 30-day free trial.  You'll learn  how to register, what you can expect, and some basic initial configuration to practice. By understanding how to best utilize this powerful and useful tool, users can easily add more value to their business.

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.