Feb
17
When we think of “reporting data”, often the options we conjure up in our heads are simply collections of columns and rows displaying lists of information. However, Microsoft Dynamics CRM 2011 provides us a more dynamic array of options. While I don’t wish to delve into each and every one of them in this article, …
Sep
22
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 …
Apr
06
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
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 …
Feb
17
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 …
Feb
16
Today, February 16, 2011, Microsoft officially released Microsoft Dynamics CRM 2011 On-Premise. While some of you may be Online vs On-premise customers. (http://www.microsoft.com/Presspass/press/2011/feb11/02-16OnPremisesPR.mspx) This newest version of the application carries a number of new features and functionality which have been touted and talked about a lot in the last number of months. However, now that …
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
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, …