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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Dynamics CRM 2013 Tutorial: Addressing Issues with Opening or Creating Opportunities in Microsoft Dynamics CRM 2013

I ran into this error while building an on-line Microsoft Dynamics CRM 2013 solution for a client. Since the client was using an on-line 30 day trial version, I was initially unable to isolate the problem, as I could not run an error log report.  After spending many hours with the Microsoft IT CRM Dynamics tech support team to isolate and resolve the problem, I can now share my findings in the...

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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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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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