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CTI is not Just for the Big Guys Anymore (Part 3 of 3)

Today's guest blogger is Luke Simpson, a Technical Architect at Sonoma Partners. This is the 3 rd in my series on Computer Telephony Integration (CTI) with salesforce.com.  If you haven’t read the...

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3 Tips to eliminating confusion with CRM 2011 Rollup Updates

With the recent flurry of CRM 2011 rollup updates (revisions) that have been released it has become harder and harder to determine what features are available in a certain CRM environment just by...

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Avaya Phone Integration: Dynamics CRM 2011 and Avaya one-X Agent

For the latest updates to this post please visit the original posting here: Avaya Phone Integration: Dynamics CRM 2011 and Avaya one-X Agent PowerObjects built a simple, cost-effective integration...

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CTI is not Just for the Big Guys Anymore (Part 3 of 3)

Today's guest blogger is Luke Simpson, a Technical Architect at Sonoma Partners. This is the 3 rd in my series on Computer Telephony Integration (CTI) with salesforce.com.  If you haven’t read the...

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Permissions Required to ‘Manage Roles’ in Dynamics CRM 2011

The ability to assign security roles to other users in Dynamics CRM is usually only given to System Administrators, however occasionally we have the need to give a regular user the ability to assign...

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Report Scheduling and Email Subscription for Microsoft Dynamics CRM 2011 -...

User adoption has been the biggest challenge for CRM implementations and one of the best ways to increase this is by proactively engaging the users with scheduled reports. Instead of relying on the...

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Mainstream Support for Microsoft Dynamics CRM 4.0 Expires, Moves to Extended...

As of April 9, 2013, Microsoft Dynamics CRM 4.0 moved from mainstream support to extended support . The CRM 4.0 software will be on extended support until April 10, 2018. It is not required to upgrade...

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Virtual Convergence Offers a FREE Opportunity to Take a Closer Look at...

Earlier in the month, I wrote a blog post about the acquisition of Netbreeze and how the integration of its social analytic capabilities with Dynamics CRM will benefit users; read it here .  The...

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Why CRM is a Great Platform to Build On

I’ve been using Dynamics CRM for over five years. I continue to be amazed at what CRM offers our team, here at Rockton Software , in collecting and sharing important information. CRM is one of those...

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Posting/processing JSON in a Dynamics CRM 2011 custom workflow activity

With the proliferation of RESTful APIs, JSON is frequently used as a message format for interoperability. My MSDN " Posting/processing JSON in a CRM 2011 custom workflow activity " code sample shows...

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Turning off Bing integration on Microsoft Dynamics CRM Online

If your CRM Online organization has been upgraded to “Polaris” you have noticed the new User Experience forms on the Account, Contact, Lead, Opportunity and Case entities. One of the features that came...

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Switching default App to make calls from Microsoft Dynamics CRM

One of the cool features released with the Microsoft Dynamics CRM Polaris update is the Skype Integration. Before Skype integration was available you were able to click on a phone number and dial out...

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How to Setup SharePoint 2010: Web Application General Settings Configuration

The post How to Setup SharePoint 2010: Web Application General Settings Configuration appeared first on Dynamics 101 . This blog entry shows you how to setup SharePoint 2010 Web Application General...

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Dynamics CRM for Recruiting? Yes Please!

For the latest updates to this post please visit the original posting here: Dynamics CRM for Recruiting? Yes Please! Joe CRM is turning Microsoft Dynamics CRM into the premier CRM solution for...

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How to set the Office365 password to never expire

In order to do this you need be running Windows 7 OR Server 2008R2 or above. Follow the requirements for the Microsoft Online Services Module The following are required in order to run the Microsoft...

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CRMUG Announces 2013-2014 Board of Advisors

The Dynamics CRM User Group (CRMUG®) today announced eleven new members to the CRMUG Board of Advisors.The CRMUG Board of Advisors is made up of 15 CRMUG members who help guide the strategy, direction...

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CRM 2011 Plugins – Obtaining Entity Record Information

Developers can use the IPluginExecutionContext service object to obtain contextual information from the CRM platform which is passed to the plugin at run-time. It includes details about the user who...

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CRM Adoption Tips: Keep Your Lists Short and Manageable

“Paralysis by analysis” means having so much data that it becomes difficult to take any action.  And it is an issue that organizations frequently run into with getting users to adopt a customer...

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CRM SDK Nugget: Entity.ToEntityReference Method

Here is another cool Entity extension method that I keep forgetting to use: Entity.ToEntityReference. Normally, when creating a reference to an Entity, we would use something like this: RetrieveRequest...

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Worst-Ever Mobile Login Design Experience

This has to be the worst design of any mobile application that I use:   Do you see the big blue button?  Would it not seem that since it is the largest on the screen, it is the most important and/or...

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