Changing Settings for Activity Party in Email Form
We have all used the email form in CRM 2011, however many times we might want to customize the activity party fields (to, cc, bcc), so that we can restricted the email enabled entities.
Year: 2012
Implementing Field Security in CRM 2011
Field Security in CRM is globally scoped which means that it will apply to all client types and whatever the position of the user is in business unit hierarchy.
Field Security is always enabled in any type of access to the CRM client such as Reports, Quick Find, Offline Access, Filtered Views, Auditing, SDK, etc…
One-Way Sync between Outlook and CRM
We recently got a request from a client that wanted to prevent modifications of Contacts from the Outlook Client back to CRM.
We went back and forth trying to implement this with security roles and other options, but none of the solutions were perfect.
CRM Forms and Silverlight Web Resource Integration
When developing a Silverlight Web Resource that has to be added to the CRM form, many time we require to pass data back and forth between the two.
The first step, is that we need to add a couple of classes to the Silverlight application that will allow us to communicate with CRM.
Using CRM Announcements on your SharePoint web site
This article will describe the steps on how to create announcements in CRM and publish them on your SharePoint 2010 web application.
Internet Lead Capture being dropped from CRM Online
The free Microsoft Dynamics CRM Online service called Internet Lead Capture will be discontinued effective February 15th, 2013.
Retrieve Query String in Page Viewer Web Part
There are many times that we create a SharePoint web part in which we have to pass query string parameters to it from the main page, or possibly use an aspx page. If the web part that we create resides inside a Page Viewer Control, we are unable to use the Request.QueryString method in order to retrieve those values.
Microsoft Competency Changes
Today, the merging of the new Microsoft Competencies was instituted.
The ISV, Web Development and Software Development Competencies have been merged to form a new competency called Application Development.
Microsoft Dynamics CRM December 2012 Service Update
On November 1, the Microsoft Dynamics CRM Online December 2012 Service Update was announced.
This update reimagines the ways sales and customer service professionals’ work with CRM. Microsoft is moving away from the traditional data-centric lists and forms approach, and this service update will add new user experiences that simply and visually guide users through their business processes.
Designing a Sales Process in CRM
Out of the box, Microsoft Dynamics CRM does not implement any particular sales process. It is a customizable platform, which means that you can built your own sales process, but it will not be available by default.