Category Archive: Microsoft Dynamics CRM

Oct
26

Raising More While Spending Less

When it comes to donor management or fundraising software very few Nonprofits claim to be satisfied with the software solutions they have in place. There are many reasons for this dissatisfaction but in the end most are tied back to cost. Nonprofit customers state that solutions are too expensive, generate steady streams of fees, and …

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Sep
29

Adding to your bucket…

Feel like your “work bucket” is less than full?  Time to add to it!  Fill it by attending a Summit Group Software training course for Microsoft Dynamics products already in use at your workplace.  Gain a sense of accomplishment by learning something new and increase your ability – making you a greater asset to your team and organization.  …

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Sep
22

Goin’ to Vegas!

While I have never found a lot of interest in Las Vegas personally, I think I may have found a compelling reason to go this year….Extreme CRM 2011. This is the year’s biggest and most comprehensive CRM-specific conference. What is even more exciting (depending upon your definition of “exciting”) is that  I will be a …

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Aug
19

Have you heard of CustomerSource?

Ever used it? If you haven’t, you are missing out! Everyone likes convenience. With CustomerSource, you can train at your own pace and target topics most relevant to your position. It’s designed to supply efficient, effective, and cost-saving information for Microsoft Dynamics users. Picture a warehouse open 24/7 and filled with over a thousand training …

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Jul
28

CRM 2011 Update Rollup 3

Microsoft has just released Update Rollup 3 for Microsoft Dynamics CRM 2011! This Update Rollup provides many new fixes for documented issues and is cumulative, therefore including all of the fixes from Update Rollups 1 and 2. For additional information on Update Rollup 3, please visit the following Microsoft KB article: http://support.microsoft.com/kb/2547347 To download Update …

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Jun
29

Unable to Configure CRM 4.0 Outlook Client After Installing CRM 2011 Outlook Client

Yesterday, one of my users replaced their Microsoft Dynamics CRM 4.0 Outlook client with the Microsoft Dynamics CRM 2011 Outlook client for a customer demo and when he tried to revert back to the CRM 4.0 Outlook client, was unable to successfully run the Configuration Wizard. Here was the error that he received: Error| Configuration exception.System.Exception: …

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Apr
06

Loop through all controls in a section

Here is a helpful code sample that loops through all controls within a specific section and sets the requirement level of each related attribute. Tab Name: tab_5 Section Name: details_customerinformation Xrm.Page.ui.tabs.get(“tab_5″).sections.get(“details_customerinformation”).controls.forEach(function (control, index) { var attribute = control.getAttribute(); attribute.setRequiredLevel(“required”); });

Feb
28

State of CRM

Six years ago, Eric and I left Microsoft to start Summit Group Software.  We knew that a key piece of our long term success resided in the incorporation of Microsoft Dynamics CRM.  At the time, we were working with version 1.2.  Any of you remember that version?  No?  Well you weren’t missing much.  Yes it …

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Feb
24

Demonstration: Creating a Dialog in Microsoft Dynamics CRM 2011

In our most recent edition of The Summit, I wrote an article entitled, “Broaden the Automation Horizon: Microsoft Dynamics CRM 2011 Dialogs”. In that article I outline four different scenarios where dialogs could be utilized. The one I want to focus on for this demonstration is: A customer would like to quickly identify potential referrals …

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Feb
17

“Take it to the Cloud!”

Let me paint you a picture: A consultant (let’s call him Bosh Behl..to protect the innocent) preparing to do a 4 hour workshop on Microsoft Dynamics CRM 2011 for a room full of his customers arrives early onsite to ensure that he can connect to his CRM Hyper-V environment. Before he left the office, it …

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