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There's an excellent post on the MSDN CRM blog on how to create an audit trail using the CRM 4.0 workflow. I've had numerous customer requests for an audit trail of entities when a field changes. Clients want to know when certain fields change...
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As a father of a 2 ½ and 7 month old, I spend A LOT of time reading to my kids. As you’ll recall from the story, the hare was speedy and boasted about being the fastest in the forest. The tortoise finally tired of hearing all of the hare’s boasting challenged...
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Opinions differ on whether CRM is, can be, or should be an application platform. The points of contention are typically terminology and technology. Rather than focus on semantics, I want to focus on the possibilities the MS CRM application provides –...
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We are back with a much improved blog! CRM 4.0 is out now which brings a lot of fodder for posts. Expect to see several new posts by members of the Crowe CRM Team on such topics as 3 rd Party Add-ins/Applications, upgrading CRM 3.0 to 4.0, new 4.0 features...
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