Dynamics CRM 2016 has a great new feature called “Document Templates”, which allows Users to use entity relationships to merge data and generate documents in Word and Excel. Although the relationship can only go one level deep, it is a vast improvement from older versions of CRM, which only allowed entities to be associated to…
In Part 1 of this blog, I covered the Basics with regard to CSS. This blog will walk you through the process of adding borders and colors to forms in CRM 2013 using a .css file (Cascading Style Sheets). Styles are normally saved in external .css files. External style sheets enable you to change the…
In previous versions of Microsoft Dynamics, creating a synchronous workflow was not possible. The only option was to queue the workflow for execution at a later date/time. With CRM 2013 came synchronous workflows, which allow you to run a workflow within the current transaction. Before, you had to either create a technical process using custom…
This is Microsoft’s most comprehensive release to date and includes many features to move forward in their effort to provide “intelligent” customer engagement across sales, service, marketing and social engagement. Microsoft Dynamics CRM 2016 (Version 8.0) is an update for both CRM Online and On-Premise editions. CRM Online offers improvements from the ‘cloud only’ CRM…
With CRM 2013 came a new user interface as well as great new features. One of those new features is the ability to create Real-Time (or Synchronous) Workflows. If there is a need to alert the user to STOP or not proceed with actions they are taking in CRM, real-time workflows are the answer. In…
Have you ever wondered how you can easily create messages for end users, informing them of data that needs to be entered in a field, or describing the function of a field in more detail and without having to write a custom script? Well now you can. Microsoft Dynamics CRM 2013 offers a cool feature…