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Dynamics CRM 4 (
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One problem I had recently was to find all the documents that existed in the CRM system that were on the notes. The solution to the problem was to use an Advanced Find to solve the problem. To achieve the results I've used Dynamics CRM 4 but this...
One item of great interest is that of Tasks. Before phone call type activities set for future dates wouldn't appear in Outlook. This was due to Outlook not having a task that was specific to a phone call. Here I'm within the web client and choose...
I've had five clients that have Dynamics CRM 3 installed and have wanted to not only turn-off the Form Assistant but they want to control it on a form by form basis. There were ways unsupported or via JScript that could handle this for 2003 but wasn't...
One of, if not the biggest complaint of the Outlook client for Dynamics CRM is that the Outlook client has "issues". The great thing about Dynamics CRM 4 is it allows you to repair without the help of your IT department and can be done with...
One key addition with Microsoft Dynamics CRM 4 (aka Titan) is the ability to do views. Unlike previous versions though you can display related entities as well in the view. This allows you to show one entity like Opportunities and in the view show a phone...