Jan
04
When implementing Microsoft Dynamics CRM for customers, it is common to migrate the notes, and if you are migrating data out of a different CRM system like Goldmine or ACT!, the old notes may be in rich text format. RTF text fields will have tags like this encompassing the note or other text field. {\rtf1\ansi\ansicpg1252\deff0\deflang1033{\fonttbl{\f0\fnil\fcharset0 …
Dec
22
Never a better time to start the new year off right! Right around the corner, Microsoft Dynamics CRM 2011 is launching. At Summit Group Software we believe that training and knowledge are key to making prudent business decisions that help you align your corporate strategies with your IT strategies. Each month, we offer a wide …
Dec
13
“I need my web site to capture information about my customers and have that flow into Microsoft Dynamics CRM. You can do that, right Josh?” Well, if I have my developer hat on, I would think, “Well with enough time or money I can do pretty much anything in CRM!” While this certainly is true, …
Dec
02
The elusive new feature of Microsoft Dynamics CRM 2011 I wanted to call your attention to today is Dynamic Marketing Lists. For those of you who have been using Microsoft Dynamics CRM Marketing functionality, you are aware that a marketing list can consist of one of the following kinds of records Leads, Accounts, or Contacts. …
Nov
19
Microsoft Dynamics CRM 2011 & Goal Management This is an expanded version of an article that will be appearing in the December 2010 edition of The Summit, Summit Group Software’s quarterly magazine. If you are interested, feel free to check out The Summit, we love new readers! In previous editions of Microsoft Dynamics CRM, goal …
Nov
18
In earlier versions, you could not add write-in products to opportunities. This was, in my humble opinion one of those oversights that caused a lot of collective head scratching from my students when I taught either new users or the CRM Application course. Why? Well first of all the other three transactional entities (Quotes, Orders, …
Nov
17
For some time now, we have received a number of questions from our customers, particularly those who integrate Microsoft Dynamics CRM with ERP systems such as Microsoft Dynamics GP, if we can facilitate negative transactions on Quotes, Orders, Invoices, and Opportunities. In earlier versions this just wasn’t possible…well at least not in a supported or …
Nov
12
Recently we completed a Microsoft Dynamics CRM project for one of our customers and they see themselves as a B2C sort of company. As part of the Analysis Phase of our project they indicated that they don’t want to see Accounts referenced in the system. So we did what you would expect. We updated the security roles by taking away read access to Accounts in the system. Worked as expected…Accounts…POOF…gone.
Now, fast forward about 2-3 months. The customer reported that when their users go to a Contact and look on the left navigation pane, they cannot see More Addresses!
Nov
11
A simple example of how to use the Data (XML) and Style Sheet (XSL) Web Resources in Microsoft Dynamics CRM 2011.
Nov
09
Google has just released their JavaScript development toolbox which itself is not supported for use with Microsoft Dynamics CRM, however it does include a component called the Closure Inspector which will optimize, compress, and debug JavaScript code. The compression removes all of the unnecessary white space, so gone are the days of painfully trying to …