Internet Lead Capture being dropped from CRM Online
The free Microsoft Dynamics CRM Online service called Internet Lead Capture will be discontinued effective February 15th, 2013.
Category: Dynamics 365
Microsoft Dynamics CRM December 2012 Service Update
On November 1, the Microsoft Dynamics CRM Online December 2012 Service Update was announced.
This update reimagines the ways sales and customer service professionals’ work with CRM. Microsoft is moving away from the traditional data-centric lists and forms approach, and this service update will add new user experiences that simply and visually guide users through their business processes.
Designing a Sales Process in CRM
Out of the box, Microsoft Dynamics CRM does not implement any particular sales process. It is a customizable platform, which means that you can built your own sales process, but it will not be available by default.
Goal Management – Part 1
You can use goal in CRM to define and track individual progress of an individual, a team or an organizational progress to achieving goals.
The Goal Metric is defined based on the field value of a specific record type. The Goal Target is defined based on the Goal Metric Value for a specific time period. The Goal Owner is the user or team which the goal is assigned to.
Microsoft Dynamics CRM Instance Adapter
One of the challenges of many organizations is the ability to migrate data from one CRM Organization to another. This challenge occurs when working in a hybrid environment or when trying to update development, test and production environments.
Pre-Validation Events for Delete Plugins
When you are creating a plugin that must perform certain actions on the Delete message, you might at times try to make changes to the associated records of the records that is being deleted. When you call the Delete message using either the Pre-Operation or Post-Operation events, the associations to the underlying related records are deleted before the actual records is deleted.
CRM Credit Card and eCheck Solution
We have just released our preview version of CRM Charge. CRM Charge provides credit card and echeck processing capabilities to your CRM On-Premise solution, without the need for any custom development work.
Open Entity Form with the new Xrm.Utility object
Update Rollup 8 for Microsoft Dynamics CRM 2011 was released in May 2011, but an updated SDK was not provided with the rollup.
The Xrm.Utility objet provides a container for a couple of useful functions, that are available in every page that supports scripting. These functions can be used from form scripts or ribbon commands.
CRM Exchange Sync Trial Version now available
On Friday, September 14, we have released our latest version of the CRM to Exchange Synchronization application. The latest release, now also available for a 30-day trial, includes additional new features as well as easier configuration, multi-culture support logging capabilities and more.
Recurring CRM Plugin Execution using Workflows
Many times we are required to have a process or task that will automatically execute at a predefined interval (such as every first of the month), but Microsoft Dynamics CRM does not have a built-in engine to have such a process. An example of this would be updating the Month-To-Date totals of a particular entity.