by Brenda Leon | Feb 29, 2016 | Microsoft Dynamics
It’s been a while since I wrote a blog about things I have learned using Dynamics CRM. Over the years I have seen some creative ideas to help the client get their requirements met without the use of plugins, Javascript, or custom reports. Microsoft has done a…
by James Novak | Dec 31, 2015 | Blog, Microsoft Dynamics
Promising New Feature: Word Templates One new feature that looks promising for the CRM 2016 release is the addition of Document Templates. This feature allows generation of Microsoft Word and Excel documents based on Office document templates. I was particularly…
by Matt Barnes | Sep 30, 2015 | Blog, Dynamics 365, Microsoft Dynamics, Open Source, What We’ve Done
I am proud to release Celedon’s AutoNumber Solution for Dynamics CRM to the Open Source community! What it does Basic Example Extended Example Complex Example Conclusion Download What it does: There are plenty of other AutoNumber Solutions out there right now….
by Michael Philbrick | Sep 2, 2015 | Uncategorized
Old and New The roots of both platforms become apparent when we compare their respective searching paradigms. In one corner we have Dynamics, built on a legacy of the Microsoft stack. In the other corner we have Salesforce, a child of the Internet age. In essence, it…
by Michael Philbrick | Aug 30, 2015 | Uncategorized
How Secured Fields are Displayed Both platforms support field-level security paradigms. Aside from a slightly expanded set of options in Dynamics, access to a particular field can be effectively restricted in Salesforce and Dynamics. Let’s start with how a field is…