Friday, 30 May 2014

Computer Says No - CRM Failed to Load

18:08 Posted by Benitez Here ,
A CRM 2013 support case from one of our customers was raised and I investigated the error the customer was experiencing. When navigating to the Marketing List entity in the Microsoft Dynamics CRM 2013 Outlook  Client, an error was being displayed. Eeeek what do I do?! As mentioned in my previous...

Friday, 16 May 2014

Recipe in asking for CRM help

17:01 Posted by Benitez Here , ,
If you're an existing end user of CRM and you have a CRM support agreement with your IT Partner (in other words your emergency CRM line), you can probably relate to this post. Sometimes we panic when trying to do a certain action in CRM as a result of an error message and we contact our IT Partner for...

Thursday, 8 May 2014

A simple approval process in CRM 2013

18:39 Posted by Benitez Here ,
At the beginning of this year I did some R&D where the challenge was to come up with a simple approval process using configuration, zero development. I used some of the new and cool features which you'll see in my vlog post. What I did: 1) Created four custom fields Quote generated - two option Request approval - two option Approved - two option, enabled field security Approved By - Lookup...