I’ve been doing some reading on the email options in CRM 2011. There are four options for working with bulk emails in CRM: Direct Email Quick Campaign Workflow Mail Merge Task Direct Email Quick Campaign Workflow Mail Merge Use Templates Y Y Y N File Attachment Y Y Y Y Include Images Y Y Y... Continue Reading →
Working with cascading Picklist/OptionSet in JS
One day I’ve got an interesting requirement. Generate cascading OptionSets (a few levels down) for products selection, in order to guide the sales staff in selecting the proper product as it relates to the rest of the products on the order. Interesting! So, I’ve started with adding a few extra classification fields to the Product... Continue Reading →
CRM Online 2011 Setup
So, I’ve been setting up a few instances of CRM Online for clients, and I’ve always ended up calling MS in order to do the client transfer. It turns out that, once you use an account to spin-up the instance, that account is automatically the billing administrator, and there is no interface to change it.... Continue Reading →
Passing parameters to an IFrame in Dynamics CRM
Here’s the situation: you want to present to your sales reps details from a back-end system, based on a user ID. You use an IFrame to surface the application page, but you need to make it relevant to the current contact or account you are on. This assumes that the contact or account ID is... Continue Reading →
Dynamics CRM mail merge and other resources
I have put together the following list of resources as I was doing some research to see what’s new with mail merge in 2011. At the bottom of the list I’ve also added other references to 3rd party solutions and other notes I need to refer back to. Here’s some information about the OOTB Mail... Continue Reading →
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