• Customizable Auto Numbering on any Dynamics CRM 4.0 Field

      Paul Nieuwelaar, 09 February 2011

      In Dynamics CRM 4.0, there is an out-of-the-box Auto Numbering feature that is used on several different entities in the system, such as the ID’s on Quotes, Orders, and Invoices.   You can also customize how the ID will look by going into Settings, Administration, and selecting Auto Numbering.

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    • Customizing Dynamics CRM 2011 Mobile Forms

      Paul Nieuwelaar, 14 February 2011

      If you’ve been playing around in Dynamics CRM 2011 like we have, then you may have noticed that when you go to customize an entity’s form, there are two forms there by default, one for the Main CRM, and the other for the Mobile CRM. To start editing the Mobile Form, all you need to do is double cli

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    • Creating an Entity in Dynamics CRM 2011 with Email

      Paul Nieuwelaar, 16 February 2011

      In Dynamics CRM 4.0, by default, the only entities that can be sent an email via an email activity or workflow are Account, Contact, Lead, and User. If you want to be able to send emails to records of a custom entity, you would need complex plugins to associate your custom entity to and Account or C

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    • Where is the Knowledge Base in Dynamics CRM 2011?

      Paul Nieuwelaar, 23 February 2011

      In Dynamics CRM 4.0 the Knowledge Base (KB as we like to say for short) is a place where you can create articles, whether it is a Procedure, Question & Answer, Solution to a Problem, or a Standard KB Article. You can also view which articles are Drafts, Unapproved, or Published. Then under work

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    • The Lifecycle of an Article in Dynamics CRM 2011

      Paul Nieuwelaar, 25 February 2011

      In my blog post last week about Articles in Dynamics CRM 2011, I explained how ‘The Knowledge Base’ from Dynamics CRM 4.0 is now just referred to as ‘Articles’ in Dynamics CRM 2011. Though they are fairly similar in both Dynamics CRM 4.0 and Dynamics CRM 2011, I thought I would still show the lifecy

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    • Creating an Article in Dynamics CRM 2011

      Paul Nieuwelaar, 02 March 2011

      In my last blog post about Articles, I described The Lifecycle of an Article in Dynamics CRM 2011, showing the different stages an Article goes through to get Published, and how to submit and approve an article. In this blog post I will be showing the steps required to create an Article in Dynamics

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    • Creating and Editing an Article Template in Dynamics CRM 2011

      Paul Nieuwelaar, 04 March 2011

      In my previous post on Creating an Article in Dynamics CRM 2011, I showed how you can create an Article, and I showed the default article templates, and what they are used for. In this post I will be showing how you can create your own Article Templates, and even edit the default ones. To create or

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    • How to check what version of CRM you’re using

      Paul Nieuwelaar, 21 April 2010

      Ever wondered what version of CRM you were using? Or what Rollup your CRM is currently on? If for any reason you need to update your current version of CRM to the latest rollup, but you don’t know what rollup you’re currently on, instead of downloading and installing every rollup from 1 to 10, just

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    • Commenting on an Article in Dynamics CRM 2011

      Paul Nieuwelaar, 14 March 2011

      In my last blog post, I described What to Check for when Approving an Article in Dynamics CRM 2011, showing how you can build a powerful knowledge base by approving Articles smartly. In this blog post I will be showing how to use Article comments, and the steps required to make a comment on an Artic

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    • How to Insert an Image into your Dynamics CRM Article

      Paul Nieuwelaar, 15 March 2011

      If you’ve been reading some of my previous blog posts on Creating Articles in Dynamics CRM 2011, then you should know how to create some quality Articles in Dynamics CRM 2011. You can create informative articles that customers will be able to follow, however often you want to add an image into your

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    • Searching for Articles in Dynamics CRM 2011

      Paul Nieuwelaar, 23 March 2011

      In my last few blog posts, I’ve been showing various ways of creating and using Articles in Dynamics CRM 2011. In this post, I will be showing how to search for Articles in Dynamics CRM 2011. Microsoft Dynamics CRM 2011 now uses the built in functionality of the ‘Quick Search’ feature to easily fin

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    • Customizing an Article Form in Dynamics CRM 2011

      Paul Nieuwelaar, 28 March 2011

      In Dynamics CRM 4.0, there was no way of customizing the Article form. The only customization options you had for Articles was Creating Article Templates, which was limited, as it only affected the actual content of the Article. However in Dynamics CRM 2011 you can now fully customize the Article fo

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    • Inserting a Dynamics CRM 2011 Article into an Outlook Email

      Paul Nieuwelaar, 30 March 2011

      In my last blog post I showed a new feature of Articles in Dynamics CRM 2011, which was showing how to Customize the Article Form. In this blog post I will be showing another feature, emailing an Article directly from within outlook. This is a great feature because it means you don’t need to go into

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    • The Product Catalog in Dynamics CRM 2011

      Paul Nieuwelaar, 06 April 2011

      The Product Catalog is used all the time by Sales teams when creating Quotes, Orders, and Invoices in Dynamics CRM 2011. It can be accessed by going through ‘Settings’, and then ‘Product Catalog’. From here you can create and edit Discount Lists, Unit Groups, Price Lists, and Products. In this

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    • Products and Price Lists in Dynamics CRM 2011

      Paul Nieuwelaar, 13 April 2011

      In my last post on The Product Catalog in Dynamics CRM 2011 I provided an overview of Discount Lists and Unit Groups, and how they are used in Dynamics CRM 2011. In this post I will be completing my overview of the Product Catalog by going over how Products and Price Lists are used in Dynamics CRM 2

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