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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How To Fully Utilize Your CRM Data Within The Cloud

“The Cloud” is one of the most talked about buzzwords in the IT Industry, and while most CRM vendors are addressing this trend with a mobile application of some sort, these applications usually don’t include any complex data entry or reporting visualizations. Here’s a look at how to quickly and safely expose your data from the cloud using Microsoft Dynamics CRM 2011 and...

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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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Microsoft Dynamics CRM Upgrade Vs. Re-Implementation

As a veteran of many Dynamics CRM upgrades, I’ve come to identify and expect many of the pitfalls and opportunities that come with upgrading CRM from one version to the next. However, a recent experience caused me to re-evaluate these assumptions. We had a client with a mature CRM 4.0 deployment moving from their host company to a brand new start up.…

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The Highlights of Convergence 2013: Important Developments for Dynamics CRM Users

I’ve just returned from the Microsoft tidal wave that is Convergence – the annual Microsoft Dynamics customer conference. I wanted to share some of my observations from the conference while they are fresh, and some thoughts on what these developments may mean for our clients running Dynamics CRM. As I listened to the Dynamics CRM leadership team’s presentations, four main...

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Using Queues within Microsoft Dynamics CRM Service Module

Dynamics CRM’s Service module, and specifically the Case record, is a great option for managing requests from customers or clients. The Case allows you to easily track and organize all the incoming and outgoing correspondence for a specific request, as well as set and track metrics around requests and responses. Dynamics CRM also allows you to manage these Cases in Queues, to help with routing...

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Implementing Dynamics CRM on an Enterprise-Wide Scale Using a Hub and Spoke Strategy

Implementing Microsoft Dynamics CRM across an enterprise can deliver tremendous value for organizations, but it requires addressing several significant challenges (such as the need for functional diversity between departments, organizational security requirements, enterprise-wide standardization, and enterprise-wide reporting.) The flexibility of Dynamics CRM provides many different...

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Use SQL Server 2012 with Dynamics CRM 2011

With the lifecycle of SQL Server 2012 in full swing, many companies are looking to upgrade their 2008/2008 R2 instances in order to take advantage of what 2012 has to offer – especially now that SQL 2012 Service Pack 1 (SP1) has been released with its additional new BI specific features.…

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Report Wizard Reports in CRM 2011 and CRM Security Roles

During a recent Upgrade from CRM 4.0 to CRM 2011, we discovered that all SSRS Reports migrated from 4.0 to 2011 without any problems. However, Report Wizard Reports were inconsistent; some Users were able to run them, while others were not. After doing some troubleshooting, it appeared the issue was related more to the CRM Security Roles rather than any specific Users.…

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