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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Considering Dynamics CRM? New Process Templates Show Dynamics CRM’s Ability to Address Traditional Sales and Industry Specific Business Management Needs

Looking for a good way to understand business processes in Dynamics CRM 2013? Over the past sixty days, Microsoft has released a number of process templates for download via the Dynamics Marketplace. These new templates fall into two main categories – “horizontal” templates focused on implementing general sales or customer service methodologies, and “vertical”...

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6 Steps Closer to Self-Documenting Client Side Code

Anyone who writes code thinks that it is self-documenting.  I’ve heard many developers (including myself) say “Just read it, it’s obvious.”  Well, that can be true when you are in the thick of a project, and the business requirements driving the need for the code are fresh in your mind.  Unfortunately, we are all very busy, trying our best to make changes as fast and efficiently as we can, so...

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Using Scribe to Migrate Data from a Text Field to an OptionSet

Looking at a great many different data migrations, created by a great many different people you start to see trends in the approaches taken. One common data migration tactic involves migrating OptionSet/Picklist/Dropdown data into Dynamics CRM using Scribe. How is this done? One of the most common situations involves the source data for the OptionSet being stored as text values.…

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Using Dynamics CRM for Labor Relations Management

We recently helped Crowley Maritime launch a new Dynamics CRM application for its labor relations department.  This was a nontraditional CRM scenario, as the labor relations department does not contain sales, marketing, or customer service processes.  However, Crowley’s needs were well suited to CRM, as these needs included a) an organized, shared information store, b) the ability to...

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How to Secure Your Data with Dynamics CRM

In this day and age, enterprises have mountains of data lying around (in data warehouses, data marts, and plain old legacy LOB systems), and securing that data is a key concern. This can involve giving people access to a database or api and letting them query away, but it can also involve allowing end users to see only the slices of data for which they naturally have access.…

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