Read more about the article Problem Solved: Managing Exchange Rates Between Dynamics GP and Dynamics CRM
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Problem Solved: Managing Exchange Rates Between Dynamics GP and Dynamics CRM

Ever have one of those days? You know those days. The kind where you cannot find any useful documentation on given functionality, i.e., currency exchange rate in Microsoft Dynamics CRM…

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Read more about the article Customizing Dynamics 365 Forms Part 2 – An Opportunistic Example
Customizing Dynamics 365 Forms Part 2 An Opportunistic Example 2

Customizing Dynamics 365 Forms Part 2 – An Opportunistic Example

In the first Elements of Style post regarding how to customize Dynamics 365 forms, I talked about developing your own style and preferences in form design so that you have one…

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Read more about the article Microsoft Dynamics CRM Online Error – version 2016 Update 8.1.0.578
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Microsoft Dynamics CRM Online Error – version 2016 Update 8.1.0.578


I recently discovered an odd Microsoft Dynamics CRM Online error.

“Users cannot add privileges to or change access levels for roles to which they are assigned”.

 I was working in version 2016 Update 8.1.0.578.  (more…)

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The 5 Most Exciting New Features in Microsoft Dynamics CRM 2016

We surveyed the xRM³ team and pulled together the 5 most exciting new features in Microsoft Dynamics CRM 2016. As a group, we are thrilled about Microsoft Dynamics CRM 2016 and are looking forward to showing you all the new stuff! Visit our website and request to be added to our webinar invitation list. We’ll help keep you up to date with all the new functionality. (more…)

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Improve Behavior of the Date Field in Microsoft Dynamics CRM

When was the last time you had a “behavior” problem with the date field in Microsoft Dynamics CRM? Well, for many of us the answer might be “recently”. Before the introduction of the “behavior” modifier for date fields, things could get a little confusing and problematic in certain situations. Let’s look at how to improve behavior of the date field in Microsoft Dynamics CRM. (more…)

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Does Your CRM Data Resemble the Walking Dead?


You try to ignore it. You try to work around it. You tell yourself it wasn’t your fault. You blame it on the previous admin. You blame it on the old system. You hope it doesn’t destroy your reports. You pray it doesn’t devour your storage. You hope that you can go one more day, one more month, one more year without having to face it. I’m asking you right now. Does your CRM data resemble the walking dead? If it didn’t get you today, it’ll get you tomorrow. YOU CAN’T ESCAPE ZOMBIE DATA!!!

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5 Keys to a Successful Dynamics CRM Discovery Session

Implementing, migrating, or upgrading Microsoft Dynamics CRM often requires the services of a certified CRM expert. A good Dynamics CRM partner will vastly increase the probability of a successful deployment. But there is also some work the client can do to ensure a positive result. Clients can help ensure a successful implementation by paying attention to these 5 keys to a successful Microsoft Dynamics CRM Discovery Session. (more…)

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Microsoft Dynamics CRM and Office 365 – The Seller’s Total Solution

Microsoft has done an amazing job integrating Dynamics CRM 2015 Online and Office 365 to create the total end-to-end productivity solution for sellers. Now with Office 365 and Dynamics CRM Online Update 1, there are a bunch of new synergies that take sales productivity to a whole new level.

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