Blog Postings

• How to Create Filtered Lookups in CRM 2011

  Donna Edwards | Mar 01, 2012

  Helping Users with Creating Filtered Lookups in CRM 2011 It is obvious to me that CRM 2011 was designed to help users get to relevant data quickly. Features like Recently Visited Records, Navigating Grid Records from within Forms, the ability to quickly create Custom Views and Pin those Views are a few of the methods that ensure meaningful data is only a click or two ...
  0Comments

  Read More

• Experlogix CRM Opportunity and Quote Solution

  Donna Edwards | Feb 20, 2012

  What Should You Expect from a CRM Opportunity and Quote Solution? Does your company have a complex inventory model with product and service dependencies that have corresponding business rules or other characteristics that are challenging to remember or change? Do your CRM opportunities, quotes and orders require your users to add several products and/or services from product inventory? If so, I highly recommend that you take a look at Experlogix...
  0Comments

  Read More

• Microsoft Outlook CRM 2011 Installation Issue

  Donna Edwards | Jan 16, 2012

  How to Fix an Organization Configuration Issue when Installing Microsoft Outlook CRM Client Yesterday, a coworker contacted me to get some assistance on a Microsoft Outlook CRM Client installation issue. The installation completed without a problem but the issue was that the configuration of the Organization would hang. Since there have been some recent challenges with the new Microsoft Outlook CRM Client installation packages, I ...
  0Comments

  Read More

• Microsoft Update Rollup 5 for CRM 2011

  Donna Edwards | Oct 26, 2011

  Update Rollup 5 Now Available for CRM 2011 Update Rollup 5 is the first release for Microsoft where additional capabilities and features for Dynamics CRM 2011 (both online and on-premises) will be delivered. This update release is part of a new program where Microsoft plans to deliver new functionality in two releases a year. See what Brad Wilson, General Manager of Microsoft CRM has to ...
  0Comments

  Read More

• Configuring Cascading Entity Relationship Behavior in CRM 2011 Online

  Donna Edwards | Oct 07, 2011

  How Cascading Behavior Impacts Data in CRM 2011 Online As we know, CRM 2011 online is a highly configurable application. One of the configurable options is to configure the behavior of related records when a CRM record is assigned, merged or some other action is taken. This is a very important concept in CRM 2011 online because the decisions and actions you take will affect ...
  0Comments

  Read More