New job: Clubtimiser A/S
We have over the last few years been developing a CRM solution for sports clubs, to help them manage their sponsors, partners, and matches – and that solution have now given birth to a...
Tagged: CRM 2015
Cross join in SSIS
Lately I’ve been working a lot more in Dynamics365 than I have onPremise, and for the most part, the online CRM offers some very cool customization options, but there are scenarios, where I really...
KingswaySoft introduces their Dynamics365 toolkit
In response to the launch of Microsofts Dynamics 365, which merges their dynamics systems into one (CRM, NAV and AX), KingswaySoft is also merging their toolkit for these systems into one. And that merge...
Re-enable the CRM client in Outlook
From time to time when you enter Outlook, you are unable to see your CRM client. This is most likely because it has been deactivated automatically. It’s easy to find it and re-enable it....
Complete removal of the CRM addin for Outlook
When you are experiencing problems with your CRM client for Outlook, one of the best fixes can be a complete removal and reinstall of the software. In this post, I will try to explain...
Setting up the Outlook Client for Dynamics CRM
More often than not, I get questions from my customers, regarding the setup of the Outlook Client for Dynamics CRM. I have previously made some PDF files with a step-by-step guide, as to how...
Using the KingswaySoft Duplicate Detector
KingswaySoft recently released their version 1.0 of the Productivity Pack which has some awesome features – and I will focus on one in particular in this blog post. The Duplicate Detector. I’ve already used...
Autonumber in CRM – only with workflows
Almost on every organization I customize, there is a need for an autonumber in some shape or form. This could be for an account, opportunity, quotes, or some obscure custom entity. Nonetheless, this is...
Possible CRM bug: Business rules overrule Read-only records
My colleague Niclas Lund Stisager ran into a scenario where a customer was able to edit fields on a closed opportunity, because a business rule unlocked a field for a different purpose. Even after the...
Using KingswaySoft’s auditlog in CRM
In the latest version of their toolkit for CRM, KingswaySoft added a functionality to tap into the Audit history using fetchxml, to target a specific entity. This can be used for a lot of...