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Microsoft Dynamics CRM – Outlook Synchronization in CRM 2015

Microsoft has just released a new whitepaper which outlines “how” the data is synchronized between Microsoft Outlook and Microsoft Dynamics CRM 2015.

 

To get access and to read more about the new whitepaper, head to the Microsoft link listed below. noch 23 Wörter

Dynamics CRM

Role to JUST Import Data into Dynamics CRM

If you need to give the ability for a Dynamics CRM user to Import Data, you can just create a security role with access to the next entities: noch 73 Wörter

CRM

Hide +New button in the Customer field

The other day it was necessary to hide the “+new” button that exists in the Customer field in the Opportunity/Quote, because that button when clicked opens the windows for a new Contact. noch 63 Wörter

Dynamics CRM

Microsoft Dynamics CRM – CRM Magazine – Market Leader Awards Winner

Microsoft Dynamics CRM was announced as the winner in four major categories of the CRM magazine Market Leader Awards:

Dynamics CRM

Resco Mobile Apps – how to use sync filters to provide relevant content to your partners

Suppliers, contractors, vendors, partners – allies that help to advance your business

During the Middle Age you could send a messenger or a carrier pigeon to stay in touch with them. noch 447 Wörter

Mobile News

A free customizable Editable Grid for Dynamics CRM 2013/2015!

How many times have you heard “This grid is great, but I hate double clicking and going into the record to edit it, then going back to my record.” I certainly have heard it many times from many cl…

noch 19 Wörter
Dynamics CRM

How to Setup IPM Documents Uploader Desktop Application

Step One: Download and extract the software

Download the zip file from ftp://ftp.ipmglobal.net/ipm_document_uploader.zip and unzip to a folder.

Step Two: Install the software

Right click the IPM Documents Uploader Setup32.exe or setup64.exe and Run as Administrator. noch 214 Wörter

Microsoft Dynamics