CRM has a very useful feature called Documents which allows you to link a CRM and SharePoint deployment in order to store customers documents in SharePoint however with the update to 2013 Microsoft decided that all folders will include not just the records name but that records GUID.
I had a request recently to stop CRM adding the GUID of account records to newly created SharePoint folders and it was surprisingly difficult to find any useful advice. Below I will cover the basic steps required to disable this ‘feature’.
Continue reading “How to Stop CRM Adding the GUID to SharePoint Folder Names (Documents)”
Dynamics 2013 is known pretty well by this point for having one of the worst template designers of pretty much any CRM system and people aren’t wrong, it gives little to no options, no easy way to modify things and really it is quite a burden doing anything with it. However there is a solution for those of you that are remotely proficient in HTML and CSS.
Continue reading “How to Easily modify HTML & CSS in Dynamics 2013 Email Templates”
Advanced search allows you to find any type of record in CRM using advanced filters, this article will cover the features of Advanced Search. Continue reading “Using Advanced Search to Locate Records in CRM 2013”
We’ve all been in the situation where you search for something, you know it’s there and you probably know how to find it with a workaround of some sort but this really shouldn’t be required.
I had this very situation recently whereby for some reason CRM had decided it wasn’t going to search Full Names of contacts which as you can imagine had caused some headaches for users.
So today I’m going to go through the steps required to change what fields CRM uses to search for specific records, it’s a quick and easy change which can make the user experience a hundred times more efficient.
Continue reading “How To Change The Fields That CRM Searches”
It’s often required that you can see marketing communications sent to marketing lists in CRM, when an email or any other type of activity is created through a marketing list then that activity is recorded in both the marketing list itself and every individual record within that marketing list. Continue reading “How to View Marketing Communications in CRM”
This post should act as a ‘quick guide’ to sending mail through CRM using the Quick Campaign feature, this isn’t meant to be a detailed walkthrough, its use is to make sure that users can quickly remember the steps required to send out a mass mailer through CRM alone. Continue reading “Quick Guide to Sending Mail Through CRM 2013”
Now the Duplicate detection feature in CRM isn’t great, but it does work providing you know how to set up the correct filtering rules, in this quick guide I’ll walk you through setting up and then applying a set of Duplicate Detection rules on contacts and then how to actually run the Duplicate Detection followed by removing the duplicates.
Continue reading “Duplicate Detection: Setting up Rules & Removing Duplicates”
First we need to set up our custom entity and then we’ll set up a N:N relationship between the Contacts and our entity followed by displaying it all on the contacts form.
Continue reading “How to Create a Categories/Tags Field in CRM (Multi-Select)”
Syncing of contacts between CRM and Outlook is a rather straightforward process once you know how, this guide will walk through the setup steps and then using filters to limit what is synced to your phone.
Continue reading “Syncing Contacts between CRM and Outlook 2013”