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 James Novak | Mar 30, 2015 | Blog, Services, xRM
If you are reading the Celedon Partners blog, you are most likely familiar with Dynamics CRM. You may be an existing Dynamics CRM customer or a developer working with the platform in some fashion. For those who are new to Dynamics CRM, here is a quick introduction….
by James Novak | Nov 10, 2014 | Blog
Virtual Machine Overview Working on Dynamics CRM projects usually requires a virtual environment because of the dependencies on IIS, Active Directory, SQL Server and sometimes SharePoint. Setting up environments that accommodate multiple team members quickly becomes…
by James Novak | Jun 13, 2014 | Blog
One challenge you face as an xRM development team is management of the customizations. Even with the addition of Solutions in CRM 2011, maintaining customizations across multiple environments poses several challenges, such as: Maintaining a common schema – across…
by James Novak | Feb 21, 2014 | Blog
Overview One very helpful option added to Microsoft Dynamics CRM 2011 is the ability to apply custom filtering to a lookup control. This configuration becomes a simple but powerful tool for guiding user input and enforcing business policy. Out-of-the-box, CRM offers a…