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Post date: 2/13/2014
Recently I was working on a CRM 2013 Server installation for a customer who had a very well structured and stringent security model across their enterprise. Although we had followed the Microsoft documentation and Implementation Guide as well as...
Post date: 2/6/2014
Manage Dynamics CRM
You may run into an instance where you need to change your organization name within Microsoft Dynamics CRM Online. While you cannot change the unique name after it has been created, you do have control over the display name and the URL for your CRM...
Post date: 2/4/2014
The case can always be made to select and prioritize phases for change that make sense for an organization. Today, many organizations find themselves on different versions of interoperable products from Microsoft; and, perhaps other vendors as well...
Post date: 1/29/2014
The Microsoft Dynamics GP 2013 Service Pack 2 not only includes resolutions for numerous items but it also includes new features within Analytical Accounting, Document Attach, Human Resources and Payroll, Smartlist Designer, and Visual Studio Tools....
Post date: 1/23/2014
Management Reporter 2012 Cumulative Update 7 brings to you the ability to drill back to Microsoft Dynamics GP from the Management Reporter Web Viewer plus a few more enhancements. The update is available so contact your Dynamics University...
Post date: 1/20/2014
The goal behind a CRM system usually consists of a 360-degree view of the customer and building strong, emotional relationships.  However, before you can have a successful CRM system you must have a CRM strategy. Many people mistakenly think...
Post date: 1/15/2014
Many factors are going to drive changes in 2014.  Old school advertising is becoming less effective, customers are becoming dramatically more sophisticated, and engaging your customer’s (the way they want to be engaged) is more important than...
Post date: 1/13/2014
Recently the results of a study ("Narratives of Job Satisfaction Offered by the ‘100 Best Companies to Work for in America’") conducted and written by Douglas J Swanson, Ed.D APR was sent to me. In summary, this study and the resultant paper written...
Post date: 1/10/2014
If you use custom security roles as your only security roles in CRM 2011 then you may run into this permissions issue when you upgrade to CRM 2013 and use the new 2013 Account and Contact forms:It is a nice generic error with no log file attached or...

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