Great Outlook for Dynamics CRM in 2015 and Beyond!

The 2014 CRM User Group Summit occurred this past week in St Louis.  I was fortunate enough to be able to attend and the conference opened with a very informative Opening General Session featuring Juhjar Singh, the GM for Dynamics CRM at Microsoft.  He began the presentation with the usual stellar digits … 40 straight quarters of double-digit growth and a user base that is at 4.2...

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Great New Videos from Microsoft Regarding the Spring ’14 Release of Dynamics CRM

While everyone is gearing up for the upcoming release of Dynamics CRM 2015 in a few months, Microsoft recently posted some great new videos that cover some of the new features present in the Spring ’14 release of Microsoft’s Dynamics CRM 2013 product.  It’s great to see Microsoft coming up with different ways to deliver their message about the new features for the Dynamics...

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A Straight-Forward Approach for IFD Configuration in MS Dynamics CRM 2011

So, there is no easy solution to setting up IFD for CRM 2011.  However, if you have CRM and ADFS running on separate servers including an ADFS Proxy, then the steps outlined below should provide a straight-forward process toward setting up IFD on your CRM Instance. To get started, the following items must be done: ADFS 2.0 installed and configured on Windows Server 2008/2008R2. …

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Adding a “Complete/Send & New” button to Activities in CRM 2011/2013 (Part 1 of 2)

If you have ever had to send multiple emails/faxes to the same person or create follow-up tasks for completed phone calls/tasks, you may have wondered why CRM doesn’t come with a button for “Complete & New.” Just like the “Save & New” button that comes OOTB on every entity except it would call the send/complete operation after the Save and then create a new entity. If this is a common...

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Implementing Tooltips for Microsoft Dynamics CRM 2011

Tooltips can be used in any application to provide powerful, business-specific information to your users regarding the purpose of, or data contained within, the fields on your forms. CRM is no exception. The out-of-the-box (OOTB) entities and fields in CRM 2011 do provide some basic information in tooltip form.  However, for custom entities, the tooltips are basically useless if your usage of...

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A Straight-Forward Approach for IFD Configuration in MS Dynamics CRM 2011 (Part 2)

Once you have confirmed that the internal URL works and authenticates properly using Claims-Based Authentication (See Part 1 of this series), then it is time to begin the actual IFD setup. In order to ensure that the server’s authenticate properly, the following SPN’s need to be added.  The values in {} need to be replaced with appropriate values for the particular environment.…

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