Welcome to big CRM stylin’!

Here you will find the latest information regarding Microsoft Dynamics CRM and occasionally other Dynamics solutions.

The focus is on general news and tips for the intrepid CRM Administrator, as well as something for even the newest CRM user.

A Custom Entity Icons solution for CRM 2011, free to download and use

In your quest for CRM customization glory, there are times when you need the perfect icon graphic for your brand new custom entity.  The normal procedure for custom entity icons is time consuming, and requires some graphic editing skill.

Browse open source icon galleries online for the appropriate icon (preferably in PNG or GIF format) [...]

October 6th, 2011 | Category: Cool tips, CRM 2011, Customizations, Developer, Downloads | 9 comments

Disabling Users in Dynamics CRM can cause Workflow troubles

I recently got a call from a company that was having issues running their workflows on Dynamics CRM 4.0.  Despite being configured correctly, their workflows hadn’t processed for more than 4 months!  After a quick remote session, we quickly determined the source of the issue.

Earlier in the year, this company had restructured their staff.  During this process [...]

November 1st, 2010 | Tags: , , | Category: Administrator, Consulting, CRM 4.0, Customizations, Developer, General Users, Support | 2 comments

In Dynamics CRM 2011, Dashboards bring eye candy BI to the masses

"Data, looks like resistance to the Borg is futile to maximizing our sales pipeline."

Arguably, the most noticeable feature in the Dynamics CRM 2011 Beta is the new Dashboard functionality.  It brings to the table such a new level of easy and powerful customization that one could say Microsoft has truly “brought BI [...]

September 20th, 2010 | Category: Administrator, CRM 2011, Customizations, Dashboard, Developer, General Users, Salespeople | 4 comments

How to add a button to an entity form that automatically creates a new related CRM record

You know your users want to push your buttons.

Microsoft Dynamics CRM 4.0 is already user friendly and intuitive.  However, there will be times where you want to nudge the CRM users along the road to productivity by providing a nice shiny button that does what they want.  In this case I want to add a button [...]

February 25th, 2010 | Tags: , , , | Category: Consulting, CRM 4.0, Customizations, Developer, General Users | 7 comments

Time to update! Dynamics CRM Update Rollup 8 is now available (KB #975995)

Should you update? "Signs point to yes"

First off, I apologize for not keeping this blog regularly updated.  Balancing projects and the holiday season tends to make one procrastinate. 

After a quick scan of the list of fixes, it appears this release only adds stability improvements on top of what was Update Rollup 7′s big [...]

December 17th, 2009 | Tags: , , | Category: Administrator, CRM 4.0, Customizations, Downloads, Links, Support | Leave a comment
Page 1 of 512345