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Altriva Solutions Blog - CRM (Microsoft Dynamics CRM), SharePoint (MOSS), Application Development, and Integration Solutions.

Making “Send Shortcut” functionality work internally as well as over IFD in CRM 4.0

Posted by: Phil Edry on 5/29/2009 | 0 Comments
  • Categories:
  • CRM
Did you know that you can send a hyperlink shortcut to an entity in CRM 4.0 over email? This functionality is especially useful when team members are collaborating on a customer or case together and want an easy way to link to what they're working on so that the collaborating team member won't have to search for the record to find it. But what happens if one team member connects to CRM 4.0 over the company intranet, while the other team member connects using IFD (Internet Facing Deployment)? Depending on network infrastructure, chances are that the sent shortcut will not work for both users. This blog entry will describe a workaround for this scenario.

The Microsoft Dynamics CRM 4.0 Resource Center – What it’s good for and how to remove it

Posted by: Phil Edry on 5/2/2009 | 0 Comments
  • Categories:
  • CRM
The Microsoft Dynamics CRM 4.0 Resource Center can either be a valuable tool to encourage user adoption or if it's not used, it can clutter users' screens without any value add. This post will discuss what the Resource Center is good for, and if you don't buy it (or if your users do not have access to the internet from their workstations) we'll also discuss how to remove the Resource Center to open up valuable screen real estate.
 


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    Recent Comments

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    "Hi Lee -- I would just create one-off workflows for each user in your system in that case. Or, create a number of sync users for yourself, and then bulk edit those sync users to another record." Read more
    by Phil Edry on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

    "Norbert and Jeff -- CRM Online couldn't support this exact setup due to current limitations with plug-ins. However, a different integration could be developed that would work with Online and BPOS. If you'd like additional information, please feel free to email info@altriva.com." Read more
    by Phil Edry on CRM to SharePoint Site Creation and Clients List Integration

    "great article thanks Would the CRM security model be adhered to by the calendar? I have 30 business units in CRM and want a shared calendar at the BU level but for users to only see the records from thier BU and not the whole system. Would be nice not to have to build multiple calendars?" Read more
    by Jeff Murtari on Adding a Custom Calendar to the CRM UI

    "I also have the same question as Norbert. I'm very interested in this if you're able to do this with CRM Online. " Read more
    by Jeff Snyder on CRM to SharePoint Site Creation and Clients List Integration

    "Would i be able to do this with the online versions of CRM and BPOS? " Read more
    by Norbert on CRM to SharePoint Site Creation and Clients List Integration

    "Thanks guys this has solved a major hurdle for us. I may be missing something obvious here but is it possible to modify the workflow, so that "Sync User" can be selected as we have a situtation where the PA would like to set the 'Sync User' for multiple contacts as their manager." Read more
    by Lee Southam on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

    "Good example... event more flexible then CRM Customization Manager" Read more
    by Peter Olsson on Export CRM customizations using PowerShell

    "Thanks! I encountered this same error, so this was helpful. It would be nice to know what attributes are causing the problem. I heard that some rollups actually changed the size of some attributes. I'm not sure how that would be related to CRM Online or if it could be impacted by the date the organization started using CRM." Read more
    by Gretchen Mann on Importing Customizations from one CRM Online Instance to Another CRM Online Instance

      
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