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Quick CRM customisations
I recently found some interesting (and easy) customisations for Dynamics CRM 4 that I though I would share. Linking to LinkedIn I’m using Office 2010 with the CRM client installed, and I’m also using...
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Outlook CRM client synchronisation explained
Outlook synchronisation white paper Another recent find was this page with a link to a pdf file “nuts and bolts” white paper about Outlook synchronisation. This covers the basic concepts effectively,...
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Usual CRM Update – Rollup 11
Roll-up, roll-up, read all about it. Yes, the usual updates for Dynamics CRM 4 have been released and you can download the components and versions you need from this page. The knowledgebase article...
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CRM 4 MCITP Certification tracks updated
The exam requirements to become a Microsoft Certified IT Professional (MCITP) in Applications for Dynamics CRM 4.0 have been updated slightly. Now you will be able to take (or use an existing pass in)...
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CRM 2011 Training Options
There are loads of resources for official and unofficial CRM training available, so to try and make things easier, here’s a few starting points. Official E-learning, classroom training and books The...
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Do you need a custom county field in CRM 2011?
Pedro Innecco posted an article on his blog recently about considerations for customising handling of addresses in Dynamics CRM. This had some great advice clearly based on real-world experience and...
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Copy2Contact gets contact information into Outlook and CRM
I discovered a really handy utility a while ago called Copy2Contact but have only just got around to writing this article about how I use it to take unformatted information and create CRM Contact data...
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Help get better and more helpful tooltips on forms in CRM 2011
One of my frustrations in CRM has long been that there is no easy way to get useful tooltips to appear to help end users when they are filling in forms. Loads of discussions take place during planning...
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When and How to use Child Workflows in Dynamics CRM
When is the right time to have your first child? A difficult question with a whole range of possible answers, I’m sure you will agree, and there are other websites and forums much better placed to...
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CRM User Group Event Rome January 2013
Special Early Bird Pricing for the CRMUG Event in Rome 2013 ends on December 15th, so complete registration now for a great 20% discount. The CRMUG Event in Rome on January 31st to February 1st is a...
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