Category Archives: MS CRM

InsideView works on Microsoft CRM 2015 On Premises


InsideView has one of the best customer insight and data quality solutions for Microsoft Dynamics CRM.  With last month’s general availability of Microsoft CRM 2015 – here is InsideView solution working within Microsoft Dynamics CRM 2015 On Premises (also works … Continue reading

Posted in 3rd Party Addon, CRM 2015, CRM On Premise, CRM Online, Microsoft CRM, Microsoft Dynamics CRM, MS CRM | Tagged , | Leave a comment

How To Schedule Your CRM Online (2015) Update


Microsoft Dynamics CRM Online team has emailed CRM Online (2013) Administrators “Admin action required: Approve update to Microsoft Dynamics CRM Online 2015!”  The email contains the direct link to schedule the upgrade: https://port.crm.dynamics.com/G/UpgradeSchedule/index.aspx Alternatively, you can login to Microsoft Online … Continue reading

Posted in CRM 2015, CRM Online, Microsoft CRM, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, Office 365, Service Update, Update, Upgrade | Tagged | Leave a comment

Microsoft Dynamics CRM 2015 Downloads


90-day trial keys: Microsoft Dynamics CRM Workgroup Server 2015 (5 CAL limit):Y8GN-DF2MC-FV482-YM9YP-HH6H2 Microsoft Dynamics CRM Server 2015 (no CAL limit): C6BDP-T6NK9-8TXJP-36WTB-TXW7V If you use a 90-day trial key, you can enter a valid commercial product key at any time during … Continue reading

Posted in CRM 2015, CRM On Premise, CRM Online, Implementation Guide, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, Outlook Client, SharePoint List Component, Software Development Kit (SDK), Update | Tagged , , | Leave a comment

Build the Microsoft CRM 4.0 Plug-in Registration Tool with Visual Studio 2013


I had a recent CRM project where I needed the Plug-in Registration Tool for Microsoft Dynamics CRM 4.0.  I have the Plug-in Registration Tool for Microsoft CRM 2011, CRM 2013 and CRM Online readily available.  However, these versions of the … Continue reading

Posted in Customization, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, Software Development Kit (SDK) | Tagged , | Leave a comment

Scribe Custom Query Filter – Yesterday and Tomorrow Functions


One of my favorite Scribe Insight capabilities is the Custom Query for Microsoft Dynamics CRM adapter.  Custom Query option in the Configure Source dialog box enables you to filter the source data, select a subset of fields from an object, … Continue reading

Posted in CRM On Premise, CRM Online, Data Import, Data Migration, Microsoft CRM, Microsoft CRM Integration, Microsoft Dynamics CRM, MS CRM, Scribe Software | Tagged | Leave a comment

CRM 2013 Dashboard Design Difference for Outlook Client and Web Client


I had an interesting design observation while working on a Microsoft CRM project – the Microsoft Dynamics CRM 2013 or CRM Online Dashboard behavior has slight differences between the CRM Outlook Client and Web Client. One of the differences that … Continue reading

Posted in Best Practice, CRM 2013, CRM Design, CRM On Premise, CRM Online, Customization, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, Outlook Client | Tagged , , , | Leave a comment

JavaScript to Set IFRAME in Microsoft CRM 2013 and CRM for Tablets


One of my clients asked to embed an IFrame in a CRM Account Form with a URL containing a specific Query String value from one of the Account record fields.  This is a pretty straight forward JavaScript.  The CRM JavaScript … Continue reading

Posted in CRM 2013, CRM On Premise, CRM Online, JavaScript, Microsoft CRM, Microsoft Dynamics CRM, Mobile, MS CRM, Outlook Client, Software Development Kit (SDK), Tablet | Tagged , , , , | Leave a comment