Immersive Excel was introduced in 2015 Spring release of Dynamics CRM and it allows you to bulk edit records using Excel online embedded directly within CRM. It...
Dynamics CRM 2015 business process flows now support conditional branching and in the process designer you now have the option to add a conditional branch to your...
The Quick Find functionality in Dynamics CRM allows users to quickly search for records. The Quick Find view for each entity is used to customize how the records are...
When a user changes the owner of a record in Dataverse they can be surprised by what happens to its related records. By default assigning a new owner to a record also changes...
Each currency field in Dynamics CRM actually consists of three fields the currency amount, the base currency amount and the exchange rate. When a record with a currency...
The Spring 2014 release of Dynamics CRM introduced private queues prior to this all queues were public and visible to all users. Now you can control which users can see a...
In Dynamics 2015 we can now hook into the OnStageChange event which gets fired when the stage of a business process flow changes. We do this by adding an event handler to the...
If you use Office 365 then the best option for CRM email queues is to use a shared mailbox as they don’t consume a license and there is no charge if they don’t...
There is no concept of shared work schedules when creating services in Dynamics CRM. So if you have a large garage with a resource group containing all your mechanics and...