Often customers ask us for help when they want to add a number of users to their Dynamics CRM Online subscription. Although it is a simple process you just need to know what the steps are. That is why we have created this quick instruction on how to create Dynamics CRM Online users. Step 1: …
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How to create users and assign security roles in Dynamics CRM Online
May 14th, 2014 | Posted by in CRM | Dynamics CRM Tips - (0 Comments)Re-importing data with Dynamics CRM gone wrong
July 5th, 2013 | Posted by in CRM | Dynamics CRM Tips - (0 Comments)Recently one of my clients needed to update some information on contact records in Dynamics CRM 2011. After exporting the data to Excel and ticking the “Make the data available for re-importing by including the column headings” the value were changed for one of the fields (“home phone number”) as these needed to be updated. …
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Support with Microsoft Dynamics CRM 2011 and Internet Explorer 10
March 26th, 2013 | Posted by in CRM | Dynamics CRM Tips - (0 Comments)As Internet Explorer 10 has been released and you might have been updated to it automatically through a Windows Update there are a couple of things you need do to get the benefit out of this release when you are working with Dynamics CRM 2011 or Dynamics CRM Online. As of Update Rollup 10, Microsoft …
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Mapping Your Microsoft Dynamics CRM Lead Fields to Account and Contact Fields
August 17th, 2012 | Posted by in CRM | Dynamics CRM Tips - (1 Comments)A question that is common asked is “How can I map a field from the Lead entity to a field on the Account Entity and Contact Entity when a Lead is Qualified?”. When you qualify a Lead you can create a number of records namely: Account, Contact and/or Opportunity. You get the chance to determine which of …
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