• Tips on Using Dynamics CRM 2015 Update 1 Themes

    Though not necessary critical to the success of your organization, there is a new Dynamics CRM feature in CRM 2015 that offers some great personalization is the addition of Themes. Themes allow you to add your logo and customize the coloration of your CRM instance. TO make these changes, go to Settings, Customizations, Themes. You […]

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  • Tips on Using Dynamics CRM 2015 Update 1 Navigation

    Microsoft promised fast and furious updates and they’re not disappointing. You’re no doubt getting lots of communication from Microsoft about your Dynamics CRM instance- and there’s a lot to digest and keep up with.

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  • 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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  • Dynamics CRM Security Roles – Custom Entities Custom Role

    Microsoft Dynamics CRM Security has many layers, and can get awfully sticky if you’re not careful. We start off many of our Security Role discussions by saying it’s a good GREAT idea to save the out-of-the-box Security Roles provided by CRM and copy these roles to make your changes, or make new roles altogether. This is a safety net so if your changes get the best of you and you can’t quite find your way out of the visibility, append/ append-to, or any other scenario – you have a reset or referenceable option. I so value this tip that I will add it to every post I write on the topic.

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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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