Re-enable the CRM client in Outlook
From time to time when you enter Outlook, you are unable to see your CRM client. This is most likely because it has been deactivated automatically. It’s easy to find it and re-enable it....
Category: CRM
Complete removal of the CRM addin for Outlook
When you are experiencing problems with your CRM client for Outlook, one of the best fixes can be a complete removal and reinstall of the software. In this post, I will try to explain...
Setting up the Outlook Client for Dynamics CRM
More often than not, I get questions from my customers, regarding the setup of the Outlook Client for Dynamics CRM. I have previously made some PDF files with a step-by-step guide, as to how...
Using the KingswaySoft Duplicate Detector
KingswaySoft recently released their version 1.0 of the Productivity Pack which has some awesome features – and I will focus on one in particular in this blog post. The Duplicate Detector. I’ve already used...
Migration Starter Pack for CRM Online & On-Premise
KingswaySoft recently announced a Announcing Migration Starter Pack for CRM Online and CRM On-Premise, in which you can migrate standard data in CRM. When migrating the data, you will not have to edit the...
KingswaySoft Summer 2016 release
KingswaySoft sent out new updates for their toolkits, and the CRM toolkit contains a bunch of handy new features. Especially the function to use Manually Specify for Updates, is something I’ve been missing on...
Passed my MB2-712 Exam
Today I passed my MB2-712 exam (Microsoft Dynamics CRM 2016 Customization & Configuration. Wooo 🙂 I spend almost 13 hours watching the guided videos on the Dynamics Learning Portal, and another few hours in...
Autonumber in CRM – only with workflows
Almost on every organization I customize, there is a need for an autonumber in some shape or form. This could be for an account, opportunity, quotes, or some obscure custom entity. Nonetheless, this is...
Possible CRM bug: Business rules overrule Read-only records
My colleague Niclas Lund Stisager ran into a scenario where a customer was able to edit fields on a closed opportunity, because a business rule unlocked a field for a different purpose. Even after the...
Using KingswaySoft’s auditlog in CRM
In the latest version of their toolkit for CRM, KingswaySoft added a functionality to tap into the Audit history using fetchxml, to target a specific entity. This can be used for a lot of...