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 […]
Microsoft Dynamics CRM
December 19, 2016
Microsoft Dynamics CRM: Cascading Style Sheets Part 2 – Adding CSS to a CRM Form
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 […]
Microsoft Dynamics CRM
April 13, 2016
Microsoft Dynamics CRM | Synchronous Workflows and Message Display
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 […]
Microsoft Dynamics CRM
February 10, 2016
Microsoft Dynamics CRM 2016 | Get Smart with Intelligent Customer Engagement
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 […]
Microsoft Dynamics CRM
February 10, 2016
Real-time (synchronous) Workflows to Display Alerts | Microsoft Dynamics CRM 2013
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 […]
Microsoft Dynamics CRM
December 27, 2015
ToolTips – How to Create End User Messages in Microsoft Dynamics CRM 2013
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 […]
Recent Comments