• Correcting Customizations in the Sitemap when Upgrading to 2015

      Zoe Sands, 08 April 2015

      In the new CRM 2015 the site map has been updated with a new Settings tab, called Security. This tab has taken some of the related areas from Administration to make things less cluttered and easier to locate different settings. However if you are upgrading your CRM from 2013 to 2015 and yo

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    • Email Tracking Error with Dynamics CRM 2015 Outlook Client

      Paul Nieuwelaar, 02 April 2015

      Recently one of our customers upgraded from CRM 2011 to CRM 2015. During this process users were required to switch to the CRM 2015 Outlook Client. This meant uninstalling the 2011 connector and installing the 2015 connector. What we noticed however is that certain users were experiencing errors wh

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    • Microsoft Dynamics CRM 2015 – Global Navigation UI Changes

      Greg Olsen, 22 March 2015

      Microsoft Convergence 2015 in Atlanta allowed us to take a look at the new Spring '15 release of Microsoft Dynamics CRM. This release includes another round of feature changes. This blog post will outline what has changed with the User Interface relating to the Global Navigation of Dynamics CRM. Th

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    • Managing Articles in the Parature Knowledge Base

      Manjula Chetty, 05 March 2015

      In my previous post, I showed you how to create folders in the Parature Knowledgebase to group related articles together. Today we'll look at managing articles within these folders to illustrate how the structure of the knowledge base can evolve as information about our products and services change

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    • Microsoft Dynamics CRM 2015 – SDK Solution Packager – The given path’s format is not supported

      Greg Olsen, 20 November 2014

      Using the CRM 2015 Solution Packager within the Bin folder from the latest public CRM 2015 SDK (http://www.microsoft.com/en-us/download/confirmation.aspx?id=44567), you can extract the contents of a CRM Solution into individual files. I was using this tool with the following run command line option

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    • Microsoft Dynamics CRM 2015 Custom Help

      Roshan Mehta, 19 November 2014

      The ability to provide contextual custom help content for users is a very important piece of any CRM implementation, big or small. Microsoft Dynamics CRM 2015 now makes it easy to configure and manage help content, whether you are using CRM out of the box with a few minor customizations, or a highly

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    • Metadata and Entity Metadata browsers in Microsoft Dynamics CRM 2015

      Ahmed Anwar, 17 November 2014

      The Microsoft Dynamics CRM 2015 SDK added a new managed solution that’ll allow you to easily browse entity metadata. To browse entity metadata, all you need to do now is to import the new managed solution.  After importing, open the solution and go into the Configurations section. I

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    • Dynamics CRM 2013/2015 Open Lookup in New Window Bookmarklet

      Paul Nieuwelaar, 13 November 2014

      In Dynamics CRM 2013, and also CRM 2015, when we click on the link in a lookup field, the record opens. However, because of the flat UI introduced with CRM 2013, the record opens in the same window as the record you’re currently on. In other words, you’re forced to navigate away from the

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    • Microsoft Dynamics CRM 2015 Left Navigation Solution

      Jared Johnson, 13 October 2014

      Last year we created the Dynamics CRM 2013 Left Navigation. This changed the new navigation that came with Dynamics CRM 2013 to return to a vertical layout, including a scrollbar and also being more “sticky”. We’ve made couple of improvements, you can now install this as a solution

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    • Microsoft Dynamics CRM 2015 – Set Dashboards to be available for Mobile Users

      Jared Johnson, 12 October 2014

      Currently in Dynamics CRM 2013 using the CRM for tablets app, the only dashboard that is available to view in the app is the Sales Dashboard, which was a special dashboard introduced with the release of the CRM for Tablets app. Now however with Dynamics CRM 2015 and enhancements to the Dynamics CR

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    • Data Encryption Errors After Restoring Microsoft Dynamics CRM Database

      Paul Nieuwelaar, 08 October 2014

      If you’re seeing an error similar to the one above, you’ve probably done a database backup and restore from a Dynamics CRM 2013 instance into a new Dynamics CRM 2013 or 2015 instance. This error will pop up when you try and modify a user’s email address, or open personal options f

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    • Upgrading from Microsoft Dynamics CRM 2013 to Microsoft Dynamics CRM 2015

      Colin Maitland, 05 October 2014

      In this blog I will provide a list of the main points from a recently posted Upgrading from Microsoft Dynamics CRM 2013 to 2015 Autumn '14 video presented by Matthew Barbour.  Microsoft Dynamics CRM 2015 Supported Server and Client Software  •  The following software is supported

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    • New Conditional Statements Microsoft Dynamics CRM 2015 Business Rules

      Paul Nieuwelaar, 25 September 2014

      Business Rules were introduced in Dynamics CRM 2013, which allowed customizers to create simple conditions to manipulate the form without needing to write any JavaScript. The only limitation of this was that to create If-Then-Else style conditions we had to create multiple business rules to accommod

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    • Branching Business Process Flows in Microsoft Dynamics CRM 2015

      Paul Nieuwelaar, 24 September 2014

      Microsoft Dynamics CRM 2015 adds a new feature to Business Process Flows that were introduced in Dynamics CRM 2013, which now allows us to branch the process in a different direction based on some condition. Similar to in a workflow or dialog where we might have several different paths that can be t

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    • Microsoft Dynamics CRM 2015 – Social Listening Coming to On-Premises CRM 2015 Installs

      Greg Olsen, 23 September 2014

      Currently Social Listening is available for Dynamics CRM Online instances only, but with the launch of Dynamics CRM 2015 with the ‘Fall Release’, you will be able to hook up your online Social Listening instance as an integration option with all Dynamics CRM 2015 On-Premises install

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