• Planning for Microsoft Dynamics CRM 2013 and Microsoft SharePoint 2013/2010 Document Management Integration – Part 1

      Colin Maitland, 24 April 2014

      In this blog I will briefly discuss some areas to be considered and planned for prior to configuring a Document Management integration between Microsoft Dynamics CRM 2013 and Microsoft SharePoint 2010 or Microsoft SharePoint 2013. Therese areas are:   •  Microsoft Dynamics CRM and M

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    • Microsoft Dynamics CRM 2013 and Microsoft SharePoint 2013/2010 Integration

      Colin Maitland, 14 April 2014

      Microsoft SharePoint provides Document Management functionality that can be leveraged from within Microsoft Dynamics CRM to provide an enhanced Document Management solution for Microsoft Dynamics CRM Users. In this blog I will focus only on, and will briefly discuss, the integration between Microso

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    • Using the PRINT QUOTE FOR CUSTOMER functionality and Quote For Customer Template in Microsoft Dynamics CRM 2013

      Colin Maitland, 05 March 2014

      Microsoft Dynamics CRM 2013 provides functionality and a sample Quote Mail Merge Template for printing Quotes using a Mail Merge Template and Mail Merge. The following image shows an example of a Quote with four related Quote Product lines: In Microsoft Dynamics CRM, a PRINT QUOTE FOR CUSTOMER

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    • How to format a Date/Time field in a Microsoft Dynamics CRM Mail Merge Template to exclude the Time.

      Colin Maitland, 05 February 2014

      In this blog I will describe how to format a Date/Time field in a Microsoft Dynamics CRM Mail Merge Template so that the time portion is excluded; for example to display 24/1/2014 instead of 24/1/2014 12:00 a.m. The following image shows an example of a Donation record Date/Time field named Donatio

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    • How to create a Mail Merge Template for a custom Mail Merge enabled Entity in Microsoft Dynamics CRM 2013

      Colin Maitland, 04 February 2014

      In this blog I will describe how to create a Mail Merge Template for a custom Mail Merge enabled entity that includes fields from several parent entities. The Mail Merge Template in this example will be used for generating receipt letters for Donations. The receipt letter needs to contain Name and

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    • 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

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    • 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

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    • 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

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    • 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

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    • 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

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    • 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

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    • 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

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    • 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

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    • 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

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    • 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

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