Category Archives: CRM 2013

How To Set Up a CRM Workflow Timeout Condition


This is a common questions that I’ve encountered – how to setup a Microsoft Dynamics 365 Workflow Timeout Condition (not the Workflow Wait until Condition) – harder to find it in the Workflow designer.  The CRM Workflow Wait until Condition … Continue reading

Posted in CRM 2013, CRM 2015, CRM 2016, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Workflow, Microsoft Dynamics CRM, MS CRM | Tagged | 2 Comments

How To: Delete a CRM Business Unit


CRM Business Units (except for the root Business Unit) can be deleted since CRM 2011. A Business Unit can be deleted only after it is disabled.  All related records such users, child business units, teams, facilities/equipment, resource groups, etc. to … Continue reading

Posted in CRM 2011, CRM 2013, CRM 2015, CRM 2016, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, MS CRM | Tagged | 2 Comments

How to Get Company’s NAICS code into Microsoft CRM using InsideView


On a recent CRM project – we have to find a way to retrieve the North American Industrial Classification System (NAICS) code to sync with a CRM Account (Company) record using InsideView.  NAICS is similar to Standard Industrial Classification (SIC) … Continue reading

Posted in 3rd Party Addon, CRM 2011, CRM 2013, CRM 2015, CRM On Premise, CRM Online, InsideView, Insights, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, Outlook Client | Tagged | 2 Comments

InsideView IE Settings for Microsoft CRM


InsideView Insights for Microsoft Dynamics CRM is one of the best sales and social intelligence solution available and I highly recommend it.  It is included at no additional charge with all Microsoft Dynamics CRM Online Professional and Enterprise licenses in … Continue reading

Posted in 3rd Party Addon, CRM 2013, CRM 2015, CRM On Premise, CRM Online, InsideView, Insights, MS CRM, San Francisco | Tagged , | Leave a comment

Microsoft CRM 2015 Upgrade Requires CRM 2013 SP1


I’m currently working on a Microsoft Dynamics CRM 4.0 upgrade to Dynamics CRM 2015 project.  That is 3 versions upgrade (4.0 >> 2011 >> 2013 >> 2015).  A lot of folks asked me should they upgrade to 2013 or 2015 … Continue reading

Posted in CRM 2011, CRM 2013, CRM 2015, CRM On Premise, Microsoft CRM, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0 | Tagged , | 3 Comments

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 , , , | 2 Comments

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