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 →
The following exams have surfaced for Dynamics CRM 2015: MB2-704 - Microsoft Dynamics CRM Application MB2-708 - Microsoft Dynamics CRM Installation MB2-720 - Functional Application in Microsoft Dynamics Marketing Free Second Shot on all of them until May 31, 2015. UPDATE: the following exams have also been added: MB2-706 - Microsoft Dynamics CRM Online Deployment... Continue Reading →
Scenario: Multiple Organizations exposed internally and externally (IFD) as sub-domains of the same main domain. Example Organizations: Org1, Org2, Org3 Internal URLs: https://CRM.domain.local/Org1 https://CRM.domain.local/Org2 https://CRM.domain.local/Org3 External URLs: https://CRMOrg1.domain.com https://CRMOrg2.domain.com https://CRMOrg3.domain.com As far as certificate requirements, we can use a single wildcard certificate. The challenge is though that SSL can not be bound to .local domain,... Continue Reading →
Configuring Entitlements in Dynamics CRM allows us to define how many cases are available to a customer for a certain duration. This functionality was introduced with Dynamics CRM 2013 SP1 in spring 2014. You must upgrade your Dynamics CRM 2013 Organization to Service Pack 1 to take advantage of this functionality. When configuring entitlements by... Continue Reading →
Connections were introduced in Dynamics CRM with version 2011. To the day, various customizations are taking advantage of the enhanced functionality of Connections. The main advantage over Relationship Roles is the ability to relate almost all entities in Dynamics CRM. With Relationship Roles you were only able to relate Accounts, Contacts and Opportunities. The process... Continue Reading →
thatcrm.com 