-
How to change the Full Name Format for Contacts in Microsoft Dynamics CRM 2013
Colin Maitland, 03 February 2014
In this blog I will describe how to change the Full Name Format for Contacts in Microsoft Dynamics CRM 2013. By default the Full Name Format for Contacts is set to First Name Last Name as shown in the following example: The Full Name for Contacts is displayed on the Navigation Bar, Contact Form
Read the full article here -
Adding the Social Pane to Custom Entity Forms in Microsoft Dynamics CRM 2013 Online
Colin Maitland, 02 February 2014
The Social Pane in Microsoft Dynamics CRM 2013 enables users to work with Posts, Activities and Notes directly from the form of an entity. In this blog I will describe the steps for adding the Social Pane to a custom entity form and additional steps to be completed if the form was upgraded from Mic
Read the full article here -
Microsoft Dynamics CRM 2013 Icons
Colin Maitland, 23 December 2013
Where are custom entity icons displayed, and what are the requirements for custom entity icons, in Microsoft Dynamics CRM 2013? In this blog I will describe the requirements for custom entity icons and the locations in which these icons are displayed in Microsoft Dynamics CRM 2013. The requireme
Read the full article here -
Microsoft Dynamics CRM 2013 – Configuring and using Click-to-Call with Lync
Colin Maitland, 22 December 2013
Microsoft Dynamics CRM 2013 provides Click-to-Call functionality that enables you to automatically dial Phone and Mobile Numbers and Skype Addresses from Microsoft Dynamics CRM and also assists you to create a record of your attempted or completed call in Microsoft Dynamics CRM. This functionali
Read the full article here -
Microsoft Dynamics CRM 2013 Business Rules – Customisation or Configuration?
Colin Maitland, 18 December 2013
In Microsoft Dynamics CRM 2013 new functionality to enable the addition of Business Logic to entity specific forms using Business Rules has been added. In this blog I will consider whether Business Rules should be regarded as a customisation or as a configuration task. The use Business Rules is
Read the full article here -
Microsoft Dynamics CRM 2013 Upgrade Customisations
Colin Maitland, 17 December 2013
When upgrading to Microsoft Dynamics CRM 2013 you may like to consider completing some minimum customisations as a part of the upgrade in order to enhance your users’ experience. In this blog I will describe six customisations that I recommend. Site Map In Microsoft Dynamics CRM 2013 the Sit
Read the full article here -
Microsoft Dynamics CRM 2013 Mail Merge
Colin Maitland, 16 December 2013
In Microsoft Dynamics CRM 2013 the locations from where users can complete a Mail Merge are slightly fewer than what they were in Microsoft Dynamics CRM 2011. In particular Mail Merges cannot be directly completed from Views and Forms as was the case in Microsoft Dynamics CRM 2011. In this blog I
Read the full article here -
Microsoft Dynamics CRM – CRM Usage Tool
Colin Maitland, 18 November 2013
Are your users using Microsoft Dynamics CRM? In our previous blog by John Eccles he mentioned the CRM Usage Tool that we have recently developed. This tool monitors and provides information on Users use of Microsoft Dynamics CRM. Several of our customers, as well as us, have found the information
Read the full article here -
Microsoft Dynamics CRM 2013 – Global Quick Create and Quick Create Forms
Colin Maitland, 10 November 2013
Microsoft Dynamics CRM 2013 has introduced the Global Quick Create functionality and Quick Create forms that allow you to quickly create designated types of records from any location in Microsoft Dynamics CRM. In this blog I will briefly describe this functionality. The Global Quick Create button
Read the full article here -
Changes to the Location of Reports in Microsoft Dynamics CRM 2013
Colin Maitland, 07 November 2013
In Microsoft Dynamics CRM 2011 reports may be accessed from the My Work area on the Site Map, from the Run Report button on View and Form Ribbon Bars. In Microsoft Dynamics CRM 2013 several changes have been made that affect the location from which reports may be accessed. The first change relates
Read the full article here -
Microsoft Dynamics CRM 2013 Upgrade – Form Header - Header Tile Conditions
Colin Maitland, 05 November 2013
When upgrading your customised forms from Microsoft Dynamics CRM 2011 to Microsoft Dynamics CRM 2013 one of the considerations is the number and type of items that are displayed in the Form Header of the upgraded forms and the style resultantly selected by Microsoft Dynamics CRM for the display of t
Read the full article here -
Adding Ready-To-Use Business Process Flows to Microsoft Dynamics CRM 2013
Colin Maitland, 03 November 2013
In this blog I will provide a list of the ready-to-use Business Process Flows that have been provided by Microsoft and how these may be added to and activated in your Microsoft Dynamics CRM 2013 organisation. The following list of ready-to-use Business Process Flows has been copied from the Micros
Read the full article here -
Translating Address Fields in Dynamics Microsoft CRM 2013
Colin Maitland, 28 October 2013
With the release of Microsoft Dynamics CRM 2013 a new composite address field and related composite address control for displaying and editing addresses has been added to Accounts, Addresses, Competitors, Contacts, Invoices, Leads, Orders, Quotes and Users. A composite address field has not been add
Read the full article here -
Deduplication of Data during Import using Data Import Wizard and Duplicate Detection Rules
Colin Maitland, 04 August 2013
When using the Data Import Wizard in Microsoft Dynamics CRM 2011, duplicate detection rules may be used to deduplicate data during the data import. In this blog I will describe how this may be done. The following two screenshots show a sample combined set of Contacts and Accounts to be imported. Th
Read the full article here -
Installing an Organisation Trial of CWR Mobile CRM for a Microsoft Dynamics CRM Online Organisation
Colin Maitland, 01 August 2013
CWR Mobility are leaders in the Microsoft Dynamics CRM Mobile Client market. Magnetism is CWR Mobility Certified partner. For evaluation purposes there are two types of free 30-day trials provided by CWR Mobility. These are: • Personal Trial: Allows you to t
Read the full article here
Category List
Filter by Author
Adam Murchison
Alfwyn Jordan
Arthur Mandisodza
Calum Jacobs
Colin Maitland
David Mochrie
Dominic Liu
Gayan Perera
Harshani Perera
Isaac Stephens
Jaime Smith
Jared Johnson
John Barrencechea
John Eccles
Lauren Withers
Paul Nieuwelaar
Roshan Mehta
Roz Millar
Ryan Blaikie
Ryan Ingram
Sarah Coleman
Sean Roque
Shalane Williams
