Blog Archives

Dynamics CRM No Code Multi-Select Picklist

How to Create a Dynamics CRM No Code Multi-Select Picklist What is a multi-select picklist you may ask? Here is an example. Let’s say that you need to track multiple specialties for the physicians in your CRM database. E.g. Cardiovascular

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Posted in CRM, Tips, Tricks

Microsoft Convergence 2012–Notes from Houston–Day 3

All good things must come to an end and so it is for Microsoft Dynamics Convergence 2012. The excitement and enthusiasm continued on the final day. This has been the best Convergence for content, attendance and audience. Adding to all

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Posted in CRM, SharePoint, Tips, Tricks

Adding CRM to Outlook Shortcuts

At our recent Infinity i3 Event I provided a presentation on New and Hidden Features for Dynamics CRM, called Recipes for Success. We had a lot of people comment on how they get tremendous value from these types of presentations,

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Sending Email Notifications to Distribution Groups in Dynamics CRM

Can I send email notifications to a distribution group list (or Contact Group in Outlook 2010) in Dynamics CRM? I hear this question a lot regarding Dynamics CRM and email notifications to a group of people. E.g. let’s say you

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Posted in CRM, Tips, Tricks