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No-Code Configurations for Dynamics CRM – Part 1

This is the first article (of two) where I am going to detail out the different areas of no-code configurations, to give you an idea of what you can do with this type of customization in Dynamics CRM.

John Adali by John Adali

Customization Options for Dynamics CRM

This is the first post in a multi-part series on how to create customizations in Dynamics CRM. If you’ve ever used Dynamics CRM, you quickly learn that while it’s got a lot of features and functionality out-of-the-box, the system really needs to be customized to your specific environment to fully meet your business needs.

John Adali by John Adali

Introducing Adxstudio

Microsoft's recent acquisition of Adxstudio provides the ability to merge your website and xRM deployments into a powerful self-service portal, reducing costs and allowing for a more engaged customer base.

Edidiong Odiong by Edidiong Odiong

Dynamics CRM 2016 Upgrade Paths

Upgrading Dynamics CRM Online to 2016 does not have to be a major event, and using some of these upgrade paths and processes might help your organization make new features available to your users sooner rather than later.

Dan Fink by Dan Fink

CRM Tip: Comparing Security Roles with Photo Editor Layers

Comparing security roles in Dynamics CRM can be a major hassle, and take quite a long time to identify exactly which items are different. Here's a quick tip that can be used to overlay the roles on top of each other so it's immediately apparent which permissions are different.

Dan Fink by Dan Fink

Creating an Audit Report for User Logins in Dynamics CRM

If you’ve ever tried to create an audit report for Dynamics CRM, you may have noticed that you can’t create one with the Report Wizard. The Audit Summary Report in the Settings area gives you some information, provided you enable auditing for the correct entities. However, if you need detailed information on your report, or you wish to share this report to others in CRM, you quickly realize that your options are limited.

John Adali by John Adali

Fetch XML Previews in Visual Studio Reports for CRM

Having issues using Visual Studio to build reports for CRM? Does the Link-Entity in your fetch cause results to not populate? This could be related to your Query String, and a quick change can resolve this to let you fetch as many entities as you need.

Dan Fink by Dan Fink

Deploying Provance ITSM to Dynamics CRM

Provance's ITSM product is more than just a CRM solution with a few entities, it's an entire bolt-on to CRM which can automate your organization's service management, and here's how to deploy it.

Dan Fink by Dan Fink