Tip #439: Prevent duplicate Outlook contacts

Frequently in the various CRM forums, someone will ask a question about how to prevent getting duplicate contact records in their Exchange/Outlook contacts when using CRM for Outlook. There is no magic answer to totally avoid outlook contacts getting duplicated. One of the best things you can do is use server based Exchange synchronization rather […]

Tip #431: Avoid Silverlight when living on the Edge

If you ever wondered whether the move of CRM development team under Scott Guthrie is a good idea, now we have the proof. That’s right, details about the support for the upcoming versions of OS, browser and Office have already emerged. Some vigilantes, like Jason “Scintillating” Lattimer, have kept their cool heads and pointed out […]

Tip #422: Search faster by searching less

Ultimate search

I’d like to be able to search contacts by first name and last name. And middle name. And birthday. And employee id. While you’re at it, add spouse name, comments, city, country, phone number (all of them) and freight terms. So, what a smart CRM consultant to do? Open Quick Find Active Contacts view and […]

Tip #419: How to sign out from ADFS in one click

Incorrect login

Single CRM installation is capable of hosting multiple organizations. As administrator, you probably have some test accounts handy to login as normal users. Many + many sometimes does not end up well: This is what you see when you do have an Active Directory login but it’s not mapped into this organization. “That’s cool”, I […]

Tip #320: You have it all backward (compatible)

Backward compatibility is taken by CRM team very seriously. Another good example of this, sometimes insane, compatibility is how CRM treats URLs. The ability to open any form or view in CRM 4.0, and also dialogs, reports and dashboards in CRM Online and CRM 201x is an awesome way to create mashups, and for an […]