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In Microsoft Dynamics CRM there is a feature to automatically set the Do Not Email flag for a contact if the click on an Unsubscribe link in a CRM generated email. In order to enable this functionality, navigate to Settings > Administration > System
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I recently had the need to add hierarchical state and country picklists to a custom entity. I had configured these fields in another entity and moved them to my new entity following the process in my previous post . I should point out that global picklists
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NOTE: THIS IS AN UNSUPPORTED MEANS OF CUSTOMIZING THE ENTITY. I WILL INVESTIGATE A SUPPORTED SCENARIO AND MODIFY THIS POST. I have been asked many times, “If I customize this entity can I simply copy the attributes to another entity or do I need to create
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Building Custom dashboards for Dynamics CRM Online is not as complex of an effort that it's reputation has gotten. It does require some developer skills and this blog will be a great launching pad for you to build your own. Here's a screen shot of a dashboard
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I created a tool using Visual Studio and the CRM web services that can execute a saved query and then email the results as a CSV file. I've presented in a video at www.democrmonline.com/reportscheduler . There is also sample code at Report Scheduler Sample
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The Microsoft CRM workflow functionality provides very flexible tools to model automated process. A prime example of automated process is assigning a Lead to a particular Sales Representative based on certain criteria. In this post I will provide an overview
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Adding documentation management services to Dynamics CRM Online is fairly simple customization that can really enhance your CRM Online application. By modifying the site map, you can add links and references to other web applications. The user can use
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Similar to my recent posts about the On-Premise Accelerators for Extended Sales Forecasting and Event Management , the eService Accelerator contains some customizations that may be useful to import to CRM Online. Unfortunately, the main value-add of the
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The Event Management accelerator gives organizations the ability to manage the planning, execution, tracking and reporting requirements for event campaigns. Designed for CRM 4.0 On-Premise , the installation includes customizations, workflows, plug-ins,
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With workflow you can easily calculate the total duration of all completed activities rolled up to a main record such as an Account, Contact or Opportunity. This functionality is built into the service module, but for organizations that track number of
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The Extended Sales Forecasting Accelerator for CRM contains two main components to import: 1) a customization .xml file including custom entities, security roles and workflows, and 2) two custom report .rdl files to import. CRM Online does not allow
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Ever wonder how old that opportunity it is. Here's some script that will display a the age of an opportunity when you open it. Make sure you put the createdon attribute on the form somewhere( admin tab seems the place). Put the script in the OnLoad
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Over the last few months, I've presented at 3 conferences ( Tech Ed, IT Pro, ms internal - Tech Ready ) about building software as a service solutions with Microsoft Dynamics CRM. Now that all the conferences are over, I'm making more of this content
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Recently a customer asked me how to open the Accounts form in a larger window. It's a simple matter of a little bit of JavaScript that I was lucky enough to locate the answer in Ronald Lemmen's blog . Navigate to the main Account form as follows:
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I came across the details on how to do this when reading a blog posting from Matt Wittemann a couple years back. I still use it and thought you might be interested. Another capability to demonstrate the flexibility of the configuration options
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