Microsoft Dynamics CRM

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Issue and Workaround: Workplace Tab Removed - CRM Online 2013

You may have run into an issue with CRM Online 2013 after you have upgraded your CRM to the Spring 2014 Service Pack. The issue is that the Workplace tab gets removed. Microsoft is aware of this issue. If you experience the issue, you can contact them and they can fix the issue on the back end, thus giving you the Workplace tab back.

Loss of Workplace Tab - CRM Online 2013 Fix

It appears after your CRM Online 2013 gets upgraded to the Spring 2014 Service Pack the Workplace tab gets removed. Microsoft is aware of this issue.

CRM 2013 Quick Create - Records & Forms

With the release of CRM 2013, there have been a bunch of new features that enhance user’s experience. One of the most powerful new features is the quick create option which allows someone to create another record rapidly from a view, or another form. Below is a screen shot from the view:

Simple Steps to Edit Multiple Contact Records in Microsoft Dynamics CRM

When a customer sends notification that they have acquired a new phone number or moved to another location, it can be a tedious task to update each employee’s details individually, especially when there are several contacts saved in Microsoft Dynamics CRM for the company.

WennSoft Evolution and Microsoft Dynamics CRM = A New Solution

Market leaders know that keeping the customer at the center of their business sets them apart and that flexibility is needed if individuals and organizations are to grow untethered.

Here comes LEO! Microsoft's truly significant enhancement to CRM

This spring, Microsoft is releasing a truly significant enhancement to CRM. While there are a number of new features I could gush about, the one that I am truly excited about are the changes to the customer service module.

User Credentials Error

If you are seeing this error: "Cannot connect to Microsoft Dynamics CRM server because we cannot authenticate your credentials. Check your connection or contact your administrator for more help."

CRM 2013 Installation Error

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 providing our installation user the minimum permissions required, we were still seeing the following error:

Changing CRM Online Organization Name

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 Online organization.

Lucky 13: SharePoint 2013, Microsoft Office 2013, and Microsoft Dynamics CRM 2013

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. Rather than an organization thinking they should overhaul Microsoft SharePoint 2013, Microsoft Office 2013, and Microsoft Dynamics CRM 2013 systems as a necessity, they need to consider why moving to the “Lucky 13” triad is a smart decision.
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