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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ClickDimensions October 2013 Release Review: Improved Email Editing, Social Sharing, and Password Management

The latest ClickDimensions release is now available, and it brings with it some terrific enhanced email, social, and password management features. Drag and Drop Email Template Editor Probably the most significant part of this latest release, the new Email Template editor gives ClickDimensions users the option to build out email templates using a drag and drop method which updates changes in...

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CRM for Ports and Harbor Management

As the world’s economy increasingly globalizes, seaports must improve their operational efficiency. A properly implemented and tailored CRM solution can address this issue, and help improve many areas of a seaport’s business operations. We are currently implementing an enterprise-wide CRM solution at one of the United States’ largest seaports. The goal of this implementation is to improve...

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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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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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