Is this video we look at some of the basic configuration elements in Dynamics CRM Portal Capabilities. In addition, we also explore how to surface CRM info in the portal using Entity forms and Lists. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics […]
Here is the link to the updated CRM Online Outlook Client diagnostic wizard. The wizard has been updated to include recently discovered issues. The older troubleshooting wizard for both online and onpremise was here https://support.microsoft.com/en-us/gwt/10070 But it hasn’t been updated in a while. So if you are using CRM Online be sure to use the updated wizard […]
In this video we explore how to use the Configuration Migration tool to create schema files that can be used to export CRM data. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas to firstname.lastname@example.org.
Another Friday – another video continuing coverage of the customer service features in Dynamics CRM. In this video, we explore how to use Dynamics CRM’s Routing Rule Sets to route cases to different queues. It covers the creation, and activation as well as how they get applied to the records. Give us your feedback, all […]