24 Wildly Creative Ways Real Companies Use Microsoft Dynamics CRM

A guest post from the CRM Software Blog… Lots of companies use a CRM system. But often it is just seen as a glorified Rolodex for the sales team to manage contacts.  But there is so much more. It is time to thinkoutside of the box. CRM users are finding that necessity is the mother…


Disable All Fields in a Section Based on the Value of Another Field (CRM 2011)

Today’s guest blogger is Matt Wittemann, author of the Microsoft Dynamics CRM 2011 Administration Bible (Wiley, 2011), a six-time recipient of the Microsoft Most Valuable Professional (MVP) award for Dynamics CRM, and is the Director of Solution Architecture for US-based C5 Insight. There are SDK and web examples of how to disable or hide an…


It’s official, new Microsoft Dynamics CRM and Silverlight book is OUT!

Guest blogger and CRM MVP Julie Yack has a one_line bio; Mom.Wife.Nerd.MVP nerd. You can catch up with her many CRM activities on her blog The never boring life of Me. Both Dave and I have worked for the “BIG” publishers and while there’s nothing wrong with that, one day we decided that we could…


Microsoft Connect ~ Your Feedback Improving Microsoft Dynamics CRM

Our guest blogger today is CRM MVP Rhett Clinton, an expert Microsoft CRM Technical Consultant, with extensive experience in leading CRM projects and developing Microsoft CRM solutions since 2004. He is a Microsoft Certified Business Management Solutions Professional (Developer for MS CRM), a Microsoft Certified Professional Developer (MCPD) and a Microsoft Certified Solution Developer (MCSD)….


Microsoft Dynamics CRM – Building Consistency into Free Form Text Fields

The following is a guest blog post by Dynamics CRM MVP Jerry Weinstock who is the Business Development Manager at CRM Innovation. Jerry has been working with CRM since the 1.2 release in 2003. CRM Innovation builds Email, Marketing and Event Management solutions for Microsoft Dynamics CRM. Twitter: @crminnovation. In Microsoft Dynamics CRM there are…


A Codeless Address Finder Using Filtered Lookups

Today’s guest blogger is CRM MVP Leon Tribe. You can follow him on his wildly popular blog, Leon’s CRM Musings. A bit of a mouthful of a title but, basically, I am going to show how to set up a codeless set of dynamic picklists (now called option sets) by ignoring option sets and using…


The CRM Journey – What’s next?

This guest post written by Ryan Toenies is presented by MVP Mike Snyder, co-founder of Sonoma Partners. Chances are if you are reading this blog post you already use a CRM system. The biggest change in CRM over the last couple of years has been the transformation to the Cloud. Even if you still run…


From the CodePlex Toolbox: View Layout Replicator

Guest blogger and CRM MVP Donna Edwards regales us with insight into a free tool she picked up on Codeplex. I was working on customizing a Microsoft Dynamics CRM Online system today. Part of the change was to adjust the various Views of several entities so I thought I would try out the View Replicator…


Controlling User Synchronization Settings

Today’s guest blogger is MVP Joel Lindstrom, a Solutions Consultant at Customer Effective. One of the items frequently requested, especially in large deployments of Microsoft Dynamics CRM, has been the ability to control Outlook client synchronization. CRM for Outlook provides a fantastic bi-directional synchronization between CRM and Outlook for Contacts, appointments, tasks, and other activities,…


International Highlight: Dealing With Two Surnames

Today’s guest blogger is CRM MVP Leon Tribe. You can follow him on his blog, Leon’s CRM Musings. Quieres este articulo en Castellano? Aqui lo es: http://www.elblogdedynamicscrm.com/post/2011/05/10/Trabajando-con-dos-apellidos.aspx While uncommon in English-speaking countries, people from Spanish-speaking countries often have two surnames; one from each parent. As my wife is Peruvian in heritage, we have followed this…