Monthly Archives: January 2014

CRM 2013: How to remove Business Process Flow

Posted on January 2, 2014 by Frank Lee

Microsoft Dynamics CRM 2013 comes out of the box with three system created Business Process Flows, one for Case, Lead and Opportunity.  They are activated and ready for use. All existing CRM Cases, Leads, and Opportunities are defaulted to these … Continue reading →

Posted in Business Process Flow, CRM 2013, CRM On Premise, CRM Online, Microsoft CRM, Microsoft Dynamics CRM, MS CRM | Tagged | 9 Comments

CRM 2013 – How to include Contact’s Middle Name field in the Flyout

Posted on January 2, 2014 by Frank Lee

Microsoft Dynamics CRM 2013 allows an option for “flyout” – a composite field that displays the multiple fields that are associated with fields such as CRM Contact’s Fullname or Address.  In the case for Contact’s Name – it will display … Continue reading →

Posted in CRM 2013, CRM On Premise, CRM Online, Microsoft CRM, Microsoft Dynamics CRM, MS CRM | Tagged | 1 Comment