In Microsoft Dynamics CRM, there is a unique lookup field called “Parent Customer” that is found on system entities such as Contacts and Opportunities. This is a lookup field that can look up an account or a Contact record. When…
Just in case you find the original link for the CRM 4.0 Diagnostics Tool has been removed, you can download it from here: CrmDiagTool4.zipAlso use the Stunnware CrmTraceLogViewer.zip to analyse a trace file.KB907490: How to enable tracing in Microsoft …
As the race to rake in breakaway brokers continues to heat up, independent brokers are spending less on the areas of technology that matter most to independent advisors: customer relationship management (CRM) and integration. According to new research from Aite…
Microsoft plans to spend $9.5 billion on research and development this year, which a senior executive said Thursday is more than any competitor. The figure is $3 billion more than the next closest technology company, said Kevin Turner, Microsoft’s chief…
Daniel Halan, a CRM solutions architect in Sweden, has released a freeware configuration manager for Microsoft CRM. It has some really interesting capabilities that should be useful for managing multiple environments, such as one click export of customizations between environments,…
Let’s face it, using local data groups to define which contacts sync to Outlook isn’t necessarily for everyone. While some more savvy CRM users will be fine with this, others may ask for a simple way to just “check a…