by Ryan Wells | Aug 26, 2016 | Blog, Microsoft Dynamics
A few weeks ago, we began to notice an increasing number of issues exporting data to Excel on a variety of Dynamics CRM platforms, ranging from Dynamics 2011 to 2015. One of our clients was attempting to export their data to Excel, like they have done countless times,…
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 | 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…
by Michael Philbrick | Jan 15, 2015 | Blog
We have a client that moved from Office 365 (on-line) to CRM 2011 On-Premise. They requested a backup of the database from Microsoft and used that for their organization. Every chart that used a date value in the horizontal access failed with a generic “An error…
by Aaron Elder | Sep 30, 2014 | Blog
If you’re looking for excitement, don’t read this post. Your users will certainly give you plenty of excitement when your integration stops working. Nearly every CRM implementation has some sort of integration with another system. Yet very rarely do I…