In case you were wondering, we are still around even though it’s been awfully long time since our last tip. Festivities season was upon us but the real reason was that we were just too darn busy. That’s good, right? Now, we are back and, of course, with a bunch of tips. Now, brace yourself. […]
There is an on-going problem with most modern CRM systems which is the Account – Contact problem. In short, most CRMs assume a Contact belongs to just one Account and an Account has many Contacts. Often this assumption is not valid. Common examples include medical practitioners, who work for a hospital, have their own practice […]
In Tip 711 we reported an issue with merging records when the owner of one of the child records had administrative access mode set on their user record. Today the AAM monster struck again. When configuring the CRM email router, you configure a deployment profile to connect to Dynamics CRM. If you use a user login […]
We have received several comments for tip #148. The point of that tip was to explain how to make the customer lookup not return contacts when you type in the name of an account. Based on reader feedback, what many people are looking for is a way to totally restrict the customer lookup to only […]
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