• Microsoft Dynamics CRM: Updating Process Stages with Workflows

    Using Business Process Flows is a great way to marry your organizations business processes with Microsoft Dynamics CRM’s user interface. They provide a guided path and some focus for users – both worthwhile accomplishments.

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  • Microsoft Dynamics CRM 2015 and Product Status

    You probably remember that 2015 now has a ‘lifecycle’ approach to Product status.  You may not remember that in a ‘Draft’ state, the Product won’t appear in lookups on the Quote/Order/Opportunity/Invoice Products.  And, to make things even more interesting, new 2015 instances have a ‘Create products in an active state’ setting and it defaults to ‘No’.

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  • Microsoft Outlook for Dynamics CRM 2015 Client – An Overview

    Among the benefits of using the Outlook client are the ability to work directly with Microsoft Dynamics CRM forms and data from within Outlook, track email messages and synchronize Tasks, Appointments and Contacts between CRM and Outlook. For those who aren’t yet too familiar with the Outlook client, this is a “30,000 foot” look at […]

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  • Microsoft Dynamics CRM: How To Do Dependent Lookups

    You might refer to them as cascading or dynamic or dependent or . . . whatever you call them, the ability to filter the data available to the users in one field based on the value chosen in a previous field is pretty handy.  You may have seen postings about this type of functionality as it relates to option sets.  To make the values available for selection in one option set dependent upon the value selected in a ‘prior’ option set requires jscript.  For those of us who aren’t coders but still need that functionality, if we can work with lookups instead of option sets (and are using CRM 2011 or newer), dependent lookups can be helpful.  By the way, a shout out goes to Leon Tribe for his post on this subject and for inspiring me to give it a try.

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  • Using Dynamics CRM Business Rules to Clear a Field Value

    Business Rules for CRM 2013 prove, yet again, to be a great feature.  Although you can perform several actions on a form using Business Rules, when you use the ‘Set Field Value’ option there is no ability to directly remove a value from a field.  You can set the value to ‘something’ but not to […]

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