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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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Crowe is providing a webinar on Microsoft Dynamics CRM on January 8, 2009 from 1:00 - 2:30 PM ET. If you are interested, you can click here for more details: https://www.crowehorwath.com/crowe/AboutUs/Events/detail.cfm?id=413
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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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Darren Liu, Microsoft Dynamics CRM MVP Crowe Chizek and Company LLC October 15 th , 2007 http://www.crowecrm.com In its short history, we used different terminologies to talk about custom assemblies extending Microsoft CRM. In version 1.x and 3.0, they...
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Jeremy Hofmann Crowe Chizek and Company LLC October 10 th , 2007 http://www.crowecrm.com Summary: Jeremy gives us a look at the various relationships that can be defined within CRM 4.0 through an example of adding multiple users lookups to an opportunity...
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Melissa Schulte Crowe Chizek and Company LLC October 5 th , 2007 http://www.crowecrm.com Summary: Melissa gives us a taste of the new duplicate detection functionality within Microsoft Dynamics CRM “Titan”. Overview Duplicate checking has always been...
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Zahara Hirani, MCAD Crowe Chizek and Company LLC October 4 th , 2007 http://www.crowecrm.com Darren was going to provide more detail on showing multiple entity data within a view, but Zahara beat him to the punch… Did you ever have to create an SRS report...
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Darren Liu, Microsoft Dynamics CRM MVP Crowe Chizek and Company LLC October 3 rd , 2007 http://www.crowecrm.com For CRM Titan, the ability to import data has been improved significantly from the previous version to make it much more robust when importing...
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Darren Liu, Microsoft Dynamics CRM MVP Crowe Chizek and Company LLC October 2 nd , 2007 http://www.crowecrm.com When you trying to create a view or do an advance find in CRM, you are restricted in CRM version 3.0 to only display the fields of the entity...
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Jeremy Hofmann Crowe Chizek and Company LLC September 24 th, 2007 http://www.crowecrm.com Summary: Jeremy Hofmann writes an article on leveraging Windows Workflow Foundation from CRM 3.0. Introduction: As Microsoft Dynamics continues to gear up its workflow...
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