With the Spring 2015 update we now have the ability to capture notes on enabled records using OneNote. This does not replaces the standard Notes functionality. Requirements: You must have SharePoint integration configured. The OneNote notes live in SharePoint. The configuration process involves the following steps: Navigate to Settings > Document Management Click on the... Continue Reading →
I’ve seen a few questions recently about environment upgrades to Dynamics CRM 2015, or new security roles created where users do not have access to see the new hierarchical visualization offered by the platform. A user would for example navigate to Accounts and see a view just like in the previous versions, without the visualization... Continue Reading →
This post is intentional left at a very high level, as a potential solution description. One interesting scenario we have encountered in a CRM involves the potential large number of shared views a user has to handle. NOTE: This deals only with views shared by a user, to another user. Sharing to teams should not... Continue Reading →
The Dynamics CRM platform is evolving with each release. This spring we are delighted with a few new features, including themes and a new navigation layout. This post will focus on the navigation. This video is a quick overview posted on the Microsoft Dynamics YouTube channel. But let’s have a closer look at what changes.... Continue Reading →
Wanted to take this opportunity to thank the community, my new book is currently #1 Best Seller in Expert Systems on Amazon. And the Kindle edition is on sale! Thank you!
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