Going Beyond Advanced Find, Views, and the XRMToolbox: Using FetchXML and Left Outer Joins
Some days a request comes along for a view that goes beyond what the advanced find can generate. Some examples […]
Category: Dynamics CRM
Working with Dynamics CRM Rollup Fields and Indirectly Related Activities
Occasionally, a support case comes across my desk that brings me to something new. Recently I had a support case […]
Are You Registered for User Group Summit in Phoenix? Early-bird Discount ends June 28
Are you registered for Dynamic Communities’ User Group Summit 2018 in Phoenix? Summit is the ultimate in-person learning experience for […]
Where Can You Monitor Workflow Processes in Dynamics CRM?
One question I receive on a regular basis since Microsoft introduced workflow processes to CRM is how can they be […]
Stoneridge Software Achieves Microsoft Gold Partner Status for Cloud CRM Certification
Reaching a new milestone, Stoneridge Software has achieved Gold Partner status for Cloud Customer Relationship Management (CRM). A Microsoft designation […]
Rules of the Road: API Request Limits in Dynamics 365 Customer Engagement
Imagine you’re driving down a multi-lane freeway; the traffic is flowing smoothly, no headaches or primal screams as you’re […]
Deciphering Pricing for the Dynamics 365 Marketing App
The highly anticipated Dynamics 365 Marketing App is coming out of preview into the real world on April 2. Pricing […]
How to Mitigate Risk with a Production System Smoke Test
Modifications, code fixes and configuration changes to production systems are a necessity on a software implementation project. A formal testing […]
Minimizing White Space in Dynamics 365 Insights
Much of the typical user interface received a facelift when Microsoft released Dynamics 365 (CRM) version 9 in 2017. In […]
Updating Column Names in Dynamics 365 Portal Views
The portal in Dynamics 365 for Sales (Dynamics CRM) can be used to allow access to Dynamics 365 data for […]
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