Another great promotion is going on through to March 30th 2012. This is targeting existing On-Premise CRM customers, and offers a discounted price of 39$/seat. This offer can be combined with the Big Easy Offer, offering you even more discounts and credits. For more details see HERE. And if you need a partner to assist... Continue Reading →
Error connecting the Outlook client to CRM
I’ve had a few clients already asking about this behavior. You successfully install CRM for Outlook, whether in online only or offline mode. Everything works smooth, but when you try to configure the connection, it fails with the following message: “There is a problem communicating with the Microsoft Dynamics CRM server. The server might be... Continue Reading →
Browser tricks to help you customize CRM: InPrivate Browsing
Many times I have to either test security for various users, or make customizations and test them with different accounts. As you’ve probably seen by now, your authentication/authorization is cached with the first session you log in, and any subsequent browser sessions will use the same account to log you in automatically. Now, the trick... Continue Reading →
Dynamics CRM 2011 Links
Every now and then I’m looking for one of the very popular CRM links that I need to refer to, and I have to run a search and usually click through a few links to get to it, so here’s the ones I use the most: Update Rollups: Update Rollup # Description UR5 Update Rollup... Continue Reading →
Opportunity from Lead Dialog Error
I’ve been spending some time lately overriding the Lead qualification process, using a Dialog (or a series or Dialogs). All went fine, but I was missing one small piece of he puzzle, resulting in an error about the Customer. Finally, the fix is pretty simple. If you create your Contact and Account in the same... Continue Reading →
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