I’ve used a similar tool for SharePoint back in the day (around 2007) and I remember how much easier my life was. Funny enough, never really considered looking for this for CRM until recently. Browsing though CodePlex looking for interesting stuff, I stumbled upon another great project by Tanguy. You can get more details on... Continue Reading →
While this is a scenario that could potentially be achieved using real time workflows, if you want things to happen really real-time, you have to go back to using JScript. For this example we have an entity called Rule, with a reference to an Organization (lookup to Account). We also have an entity called Rule... Continue Reading →
Other than using Bing, you can easily integrate other geo-location sources. One of the most enterprise level solution is of course Esri Maps. They have a very good solution for mapping. They can also be pricy, so if you are looking for a solution on the cheap, and are not afraid of doing very little... Continue Reading →
An email server profile stores configuration regarding the connection to an email server. At least one email server profile must be configured within each Organization. In order to configure an email server profile, the user performing the configuration must be a System Administrator or have an equivalent role. Follow these steps to configure a new... Continue Reading →
The Microsoft Dynamics CRM Spring ‘14 Release Preview Guide has been released. Get your copy from HERE. New exciting features are being announced. It’s definitely worth a read. Some of the highlights include: Enhancements to Marketing – visual campaign designer. There’s lots of hype around this one in the Marketing circles. Lead scoring enhancements, including... Continue Reading →
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