Phone App A phone app was first released CRM in version 2013. It was updated for the Online 2015 Update 1 release. The same app can be used for CRM 2013 and 2015 On-premise (provided that an Internet-facing Deployment has been configured) and CRM Online. Th app is available for Windows, Android and Apple phones. Tablet App […]
Phone and Tablet Clients Read More »
Starting with CRM 2015, Microsoft has changed the naming convention for CRM updates as described in this article, http://blogs.msdn.com/b/crm/archive/2015/04/14/new-naming-conventions-for-microsoft-dynamics-crm-updates.aspx. In the past we’ve had Update Rollups, Service Packs and various names for updates to CRM Online. It’s all down to the version number. You can find the version number of your CRM build in the web
Revised naming convention for CRM updates Read More »
In CRM 2011, the background colour for error messages in the header notification area is (RGB), 255, 255, 174. For example: This is an error message
Notication message Read More »
Microsoft Dynamics CRM – Online Product Pricing Notes User Subscription License (USL) Minimum purchase of five CRM Professional USLs is required for new subscribers Enterprise $200 per user/month Also includes: Parature Enterprise Microsoft Dynamics Marketing Enterprise Professional $65 per user/month Basic $30 per user/month Essential $15 per user/month Microsoft Dynamics CRM non-production
Microsoft Dynamics Products Read More »
As Dynamics has evolved, the way to determine the stage of an opportunity has changed. There are three periods to consider: before Business process flows were introduced (CRM 2011 and earlier) Introduction of Business process flows (with only one flow per record) (CRM 2013 to 2016 version 8.1) Business process flows in their own entity
Opportunities: Stage, Pipelines and Phases Read More »
In CRM versions 2011 and earlier, when you view a record it opens in a new windows and the window title is the name of the record as shown in this example. However, you might find that the record name does not appear, instead a URL is shown like this (‘ve obscured part of the URL).
Record names not showing in title bar of window Read More »
Yammer was acquired by Microsoft and is available stand-alone or can be integrated with Microsoft Dynamics CRM. Prior to Yammer, Activity Feeds was provided for CRM as a way to follow records. Activity Feeds is still available. Integrating Yammer with CRM is optional but integration replaces Activity Feeds. An enterprise edition of Yammer is required
This article describes an issue with ADFS where the ADFS MEX endpoint and the CRM Sandbox are both configured to use port 808. The article describes how to change the port. http://blogs.technet.com/b/bshastri/archive/2014/03/20/dynamics-crm-ifd-on-windows-server-2012-r2-adfs-crm-addin-for-outlook.aspx This article https://technet.microsoft.com/en-us/library/hh699823.aspx describes the ports used by CRM and supporting software.
ADFS Metadata Exchange (MEX) Endpoint Issues Read More »
Leon Tribe, a fellow MVP, has a great article on qualifying leads in CRM 2013 and how the behaviour has changed from CRM 2011.
Qualifying Leads in CRM 2013 Read More »
Microsoft has provided pre-release information for Update Rollup 2 for CRM 2013 Service Pack 1 at https://support2.microsoft.com/kb/2963850/en-gb which is due for release in Q4 of 2014. This update rollup can only be applied if you have installed Service Pack 1 for CRM 2013. In the issues that are resolved section (you need to expand the section), a long
Update Rollup 2 for CRM 2013 Service Pack 1 Read More »