Archive for September, 2009

XRM Unleashed

Sept 28, 2009 — At the September DCRMUG meeting (www.DynamicsCRMUserGroup.com) Microsoft’s Bob Piskule gave an excellent presentation and demo on the topic of Microsoft’s XRM platform. Here’s a brief introduction to the topic, and a recording of Bob’s demo.

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October DCRMUG Meeting: C360 and Dynamics CRM Add-ons

Sept 13, 2009 — Dynamics CRM User Group meeting set for October, with an add-on products focus featuring industry-leader C360.

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Dynamics CRM 5 Wish-List

Sept 13, 2009 — Here’s my short list of what I’d most like to see added in the 5.0 version of Dynamics CRM. If I missed one of your must-haves, drop me a comment and let me know!

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Email Record Links from a Dynamics CRM Workflow

Sept. 13 — Out of the box, you can include a link to a CRM record within the body of an email…but only if you send it manually. If you want a workflow to automatically send a record link, it takes a pinch of customization and a snippet of script, which I illustrate in this article.

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September DCRMUG Meeting

Sept. 5 — At the September meeting of the Dynamics CRM User Group, Microsoft’s redoubtable Bob Piskule will present on an important trend: the emergence of Dynamics CRM as the XRM platform. Find out more and register here!

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Synchronize Child and Parent Records – with Code

Sept. 3 — Dynamics CRM expert Jim Steger provides a nice code solution (a plug-in, actually) to the question posed in an earlier post about how to automatically push changes to an Account record down to associated Contacts. Much obliged, Jim!

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Synchronize Child and Parent Records – with Workflows

Sept. 2 — Unfortunately, you can’t have an automatic workflow run any time an account value changes to update a corresponding value on all contact records. But…you can do write an On Demand workflow for contact records to accomplish the same end-result. Here’s how to do it.

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