With Microsoft Dynamics CRM, there’s been a long love/hate story with regards to email integration. We’ve had CRM for Outlook, the Email Router, and since CRM 2013 Server-Side Synchronization. Each works, each has it’s own issue, and depending on the specific business case, one might make more sense over the others. Slowly, the Email Router... Continue Reading →
OneNote with Dynamics CRM 2015 Update 1
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 →
Hierarchical Visualization and permissions
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 →
Un-share views on demand
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 →
New Navigation in Dynamics CRM 2015 Spring Release (Online Only)
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 →
thatcrm.com 