Create a Staging Area for Dynamics CRM Online Using Custom Forms

The same ability that lets you create custom forms in MS Dynamics CRM Online can also help you create a staging area for development or testing (since the concept of a DEV or TEST environment , other than local VMs or downloading a trial version, doesn’t currently exist.) In this example, the customer in question uses one main form throughout the organization.…

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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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How to Use the Dynamics CRM Ribbon Workbench to Customize Button Behavior

A client recently asked if we could disallow all users the ability to deactivate records. Why? Well, since there is no cascading deactivation for related detailed records, only parent records were being deactivated, yet the manager’s reports still contained information on the related detailed records. This led to reports with inflated forecast numbers and confusion, since users insisted...

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