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...
Tagged: CRM Online
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...
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...
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...