Today, I attended a webinar about extending CRM featuring @MitchMilam hosted by CRMUG. Mitch discussed the extension options, their features and limitations as well as some examples with possible solutions. I wanted to review the main takeaways here.Always remember there is not one correct answer but many different options. Depending on your situation and requirements, … Continue reading Webinar: Best Practices in Leveraging Extensibility Options for Dynamics CRM
Tag: CRM 2011
May 10 Blog Review
Here is a summary of the most interesting happenings this week in the world of CRM.CustomerEffective: Everybody has bad data – People interact with data so it is not perfect. It naturally is grouped into silos and separate systems. When we try to gather this together into one system it can be very daunting. Plan … Continue reading May 10 Blog Review
Field Level Security vs. Not Searchable
I have found that there can be a bit of confusion about what making a field Searchable=no means. Someone may say, “Set this field to not searchable and remove it from the form so no one can access it.” Sadly, this is not exactly the case.Review the chart below for a bit more information: Remove … Continue reading Field Level Security vs. Not Searchable
May 26 Blog Review
The week of May 26th had a few different topics on the blogosphere. There were several articles about Gamification (or with mentions of it) as well as several new articles about Polaris/Orion features. Finally, I will tell you a bit about the Meet The Experts webinar hosted by Dynamics Café featuring Bob Stutz and Connor … Continue reading May 26 Blog Review