CRM

With the Scribe Adapter for Dynamics CRM, there is a feature that allows you to customize the time zone that should be used when migrating and integrating date/time fields.

As you know, Activity Feeds can post certain activities to record walls, so users can have a greater visibility into all the interaction with that record. And as I explained in a previous blog, you can configure the Activity Feeds to post what is most relevant to you.

Now that CRM Online is under the Office 365 umbrella, you must maintain your CRM licenses, users, and user information via Office 365 and not in CRM itself. You can no longer even disable a user or update a name. All of that is handled in O365.

Searching through spreadsheets with pivot tables, submitting a request for a programmer’s help, crossing your fingers and hoping for the best…those were some of the ways data mining used to be done. Now there is a better way… Advanced Find through Microsoft Dynamics CRM and PeakNFP.

I ran into an interesting error recently on the Activity Feeds. It kicked out an error but would still work fine if you clicked through the error.

For those of your who are experienced in the ways of Microsoft Dynamics CRM, the terms “Plug-In”, “Workflow”, and “JScript” are commonplace and may beg the question, “Why spend time writing an article such as this?” I recently was having a conversation with someone who had a number of years of background using the product as an end user but confided in me that they had never really understood the difference between these terms. So, I figured I would answer the question for others who also may find the mean of these words to be elusive.

Activity Feeds are not an entirely new concept for CRM 2011, but they are often underused or misunderstood. The main questions I receive are “What actions are posted?” and “Can other actions be included?” To answer these questions let’s take a deeper look at the Activity Feeds beyond simply following records and users.