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Dynamics 365 Blog

Microsoft Connect ~ Your Feedback Improving Microsoft Dynamics CRM 

Our guest blogger today is CRM MVP Rhett Clinton, an expert Microsoft CRM Technical Consultant, with extensive experience in leading CRM projects and developing Microsoft CRM solutions since 2004. He is a Microsoft Certified Business Management Solutions Professional (Developer for MS CRM), a Microsoft Certified Professional Developer (MCPD) and a Microsoft Certified Solution Developer (MCSD)....

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Microsoft Dynamics CRM – Building Consistency into Free Form Text Fields 

The following is a guest blog post by Dynamics CRM MVP Jerry Weinstock who is the Business Development Manager at CRM Innovation. Jerry has been working with CRM since the 1.2 release in 2003. CRM Innovation builds Email, Marketing and Event Management solutions for Microsoft Dynamics CRM. Twitter: @crminnovation. In Microsoft Dynamics CRM there are...

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A Codeless Address Finder Using Filtered Lookups 

Today’s guest blogger is CRM MVP Leon Tribe. You can follow him on his wildly popular blog, Leon’s CRM Musings. A bit of a mouthful of a title but, basically, I am going to show how to set up a codeless set of dynamic picklists (now called option sets) by ignoring option sets and using...

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The CRM Journey – What’s next? 

This guest post written by Ryan Toenies is presented by MVP Mike Snyder, co-founder of Sonoma Partners. Chances are if you are reading this blog post you already use a CRM system. The biggest change in CRM over the last couple of years has been the transformation to the Cloud. Even if you still run...

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From the CodePlex Toolbox: View Layout Replicator 

Guest blogger and CRM MVP Donna Edwards regales us with insight into a free tool she picked up on Codeplex. I was working on customizing a Microsoft Dynamics CRM Online system today. Part of the change was to adjust the various Views of several entities so I thought I would try out the View Replicator...

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Controlling User Synchronization Settings 

Today’s guest blogger is MVP Joel Lindstrom, a Solutions Consultant at Customer Effective. First thing you will notice is that in CRM 2011 for Outlook, there are no more checkboxes to enable/disable synchronization for tasks, contacts, or appointments. Now everything is controlled through the local data rules, which are now called Outlook Filters. Now for...

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International Highlight: Dealing With Two Surnames 

Today’s guest blogger is CRM MVP Leon Tribe. You can follow him on his blog, Leon’s CRM Musings. Quieres este articulo en Castellano? Aqui lo es: http://www.elblogdedynamicscrm.com/post/2011/05/10/Trabajando-con-dos-apellidos.aspx While uncommon in English-speaking countries, people from Spanish-speaking countries often have two surnames; one from each parent. As my wife is Peruvian in heritage, we have followed this...

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Get Social with Vibe and Microsoft Dynamics CRM 2011 (free Community Edition) 

Today’s CRM MVP guest blogger is Mike Snyder, co-founder and principal of Sonoma Partners. Recognized as one of the industry’s leading Microsoft Dynamics CRM experts, Mike is a member of the Microsoft Dynamics Partner Advisory Council, and is a Microsoft Dynamics CRM MVP. He co-authored several books about Microsoft Dynamics CRM for Microsoft Press that...

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Microsoft Dynamics CRM 2011 ~ Book Club 

Today’s guest blogger is CRM MVP Jerry Weinstock who is the Business Development Manager at CRM Innovation. CRM Innovation builds Email, Marketing and Event Management solutions for Microsoft Dynamics CRM. I am looking across my office right now at a bookshelf and I see that it is time to do a refresh of our Microsoft...

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