Category Archives: CRM On Premise

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 | Leave a comment

How to Automatically Next Stage on Business Process Flow


Microsoft Dynamics CRM 2015 and CRM Online supports “Next Stage” action on the CRM Form’s current selected Business Process Flow (BPF) via JavaScript: Write scripts for business process flows Using JavaScript saves the Microsoft CRM users time from manually clicking … Continue reading

Posted in Business Process Flow, CRM 2015, CRM On Premise, CRM Online, JavaScript, Microsoft Dynamics CRM, MS CRM, San Francisco, Software Development Kit (SDK) | Tagged , , | Leave a comment

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 , | Leave a comment

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

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

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