Archive | CRM 2013 RSS feed for this section

What’s New – Dynamics CRM 2013 Service Pack 1

Microsoft Dynamics CRM 2013 Service Pack 1, also known as CRM Online Spring ’14 release, will be available in the second quarter (Q2) of 2014.  With Microsoft commitment to an agile release cycle, there are currently several releases in planning and development. The Spring ’14 release will be delivered to our online customers as an […]

Read full story Comments { 0 }

Webinar – Dynamics CRM Best Practices Webinar – Goals – May 21

Join Affiliated’s CRM expert and super-user, Steven Jennings, on May 21 at 12:00 p.m. ET, as he presents Best Practices and Tips/Techniques for Goals in Microsoft Dynamics CRM 2013. Topics we’ll cover include: • What are goals? • How to create a goal? • How to chart the progress of a goal?  Don’t delay, save your spot […]

Read full story Comments { 0 }

Webinar April 23 – Best Practices in Guided Business Processes in Dynamics CRM

If you’re a current Microsoft Dynamics CRM user, ask yourself: • Are you leveraging the guided business process? • Are your processes somewhat complicated? • Have you tried to create that dashboard chart and failed? • Have you had problems generating complicated pipeline reports for your processes? If you answered “yes” to these questions, you will want to join […]

Read full story Comments { 0 }

Client-Side Notification in Dynamics CRM 2013 – Form Level Notification (Multiple Notifications from a Single Multi-Textbox) – Part 2

This is the second half of my previous blog on Client-Side Notification in Dynamics CRM 2013 – New Form Level Notification.  On occasion you may need to pull data from Dynamics CRM and display this on the form as a notification. This can been done by getting the value of the field. Code:                  Xrm.Page.ui.setFormNotification(Xrm.Page.getAttribute(“description”).getValue(), […]

Read full story Comments { 0 }

Client-Side Notification in Dynamics CRM 2013 – New Form Level Notification

Microsoft has introduced a few new JavaScript function that are available to display message on the form in Microsoft Dynamics CRM 2013. In the past, we display these message in a text box but never had the functionally to say if this was an ERROR or WARNING or present it in a way that that […]

Read full story Comments { 0 }

14 Reasons Why Customer Experiences Will Impact Your Business and How Microsoft Dynamics CRM is Leading the Way to Help

I recently read Tricia Morris’ blog post on “14 Must-Read Stats that Emphasize the 2014 Customer Experience Imperative” and felt that I should share some comments on this article. Many people know or have heard of the “LEO” release that is coming this year for Microsoft Dynamics CRM. This release is a Customer Service focused […]

Read full story Comments { 0 }

Save & Close Button is Back in Dynamics 2013 Update Rollup 2 (UR2)

One of the items that have been causing some training issues with the new look and feel of Dynamics CRM 2013 is the missing icon that everyone has been clicking for years – Save & Close. When auto-save is enabled, the Save & Close button will exist only on the Create form for a record.  […]

Read full story Comments { 0 }

New App Support for Microsoft Dynamics CRM

With the launch of Microsoft Dynamics CRM 2013 comes the release of some tremendous mobile functionality from Microsoft. Here’s a good synopsis of the new tablet support for users: Microsoft Dynamics CRM has it’s mobile in the stores and CRM for tablets apps are now live in both the Windows Store  and the Apple App […]

Read full story Comments { 0 }

Dynamics CRM Webinar – March 25 – Using Metrics, Sales, and Marketing Automation to Boost Your Business Results

Join us on March 25 at 12:00 p.m. ET for an informative webinar “Using Metrics, Sales, and Marketing Automation to Boost Your Business Results” and see first-hand how Microsoft Dynamics CRM can help by delivering greater business agility, performance, and bottom-line results. We’ll explore why many companies are turning to CRM software like Microsoft Dynamics CRM, as an integral business application […]

Read full story Comments { 0 }

Adding the Mail Merge Button Into Dynamics CRM 2013

In Dynamics CRM, the mail merge has become a popular function.  Many companies depend on it to provide outputted lists later used to send off letters outside of CRM or do other analytics.  It will allow CRM data to head to Excel, Access, Word, and other popular applications.  But when 2013 rolled out there was […]

Read full story Comments { 0 }
Follow

Follow this blog

Email address