A Better Way to Control User Synchronization Settings In Microsoft Dynamics CRM
In 2011, I wrote a post describing how user synchronization filters could be managed using the filter templates added in Microsoft Dynamics CRM 2011. this post was well received, but something felt...
View ArticleEnabling Text Selection on CRM Web Resources in Dynamics CRM
When writing a custom web resource that includes ClientGlobalContext.js.aspx on the page, it will add several event handlers to the page including one for onselectstart. Because of this behavior built...
View ArticleForm Style in Dynamics CRM: Tips From the Fashion Industry
Fashion is my first passion, CRM is my second, so naturally when it comes to form layout, design and style I thought of my own style and how I approach planning an outfit from my closet. Much like your...
View ArticleGetting Ready for Microsoft Dynamics CRM Online Spring ’14
CRM Online Spring ‘14 (also known as Service Pack 1 for On Premises) is here, or will be here soon. Some Online environments are already upgraded, others will be soon. How do I know if I have the...
View ArticleHitachi Solutions Webinar: Attract & Retain More Profitable Member...
The Hitachi Solutions (formerly Customer Effective) team is hosting a webinar on June 3rd on Microsoft Dynamics CRM for Credit Unions. Our team knows that a key business imperative for Credit Unions is...
View ArticleDynamics CRM Online Spring ’14: Server-Based Sharepoint Integration
To get ready for CRM Online Spring ‘14 update, we are highlighting some of the enhancements in the new update. SharePoint document integration was introduced in CRM 2011, allowing users to manage...
View ArticleDynamics CRM Online Spring ’14: Server-Based Sharepoint Integration
To get ready for CRM Online Spring ‘14 update, we are highlighting some of the enhancements in the new update. SharePoint document integration was introduced in CRM 2011, allowing users to manage...
View ArticleMicrosoft Dynamics CRM Report Scheduler
Reports are a huge part of the business cycle. One of the most valuable tools that CRM provides is the ability to report on data points that matter to users on various levels, as well as cut down the...
View ArticleAll In The Family: Using SSRS To Show The Report Hierarchy
A long, long time ago in a blog far away, I discussed how to report on reports using the FilteredReports entity. Today’s blog takes that further in order to show how to use SSRS to show the...
View ArticleDynamics CRM Online Spring ’14: What’s New With Queue
To get ready for CRM Online Spring ‘14 update, we are highlighting some of the enhancements in the new update. The Queue feature in Microsoft Dynamics CRM is similar to an inbox on your desk. When a...
View ArticleHitachi Solutions Recognized as Winner for 2014 Microsoft CRM Partner of the...
Hitachi Solutions is thrilled to announce that we have been named the 2014 Microsoft CRM Partner of the Year Award. We were honored among a global field of top Microsoft partners for demonstrating...
View ArticleDynamics CRM Online Spring ’14: Top 5 Features You Might Not Know About
To get ready for CRM Online Spring ‘14 update, we are highlighting some of the enhancements in the new update. 1. More links in the Command Bar Dynamics CRM 2013 is designed to simplify the user...
View ArticleDynamics CRM Online Spring ’14: What’s New With Queue
The Queue feature in Microsoft Dynamics CRM is similar to an inbox on your desk. When a record, such as a case, is created, it can go into a queue. One or more people can monitor the queue, see what is...
View ArticleUsing SSRS To Show Dynamics CRM Business Unit Hierarchy Part 2
I recently wrote a blog on how to use SSRS to show the hierarchy of reports and their sub-reports . I strongly recommend reading that blog first as that will show the mechanics of this exercise in...
View ArticleRetrieving a Record’s GUID in Microsoft Dynamics CRM 2013
In past versions of CRM, retrieving a record's ID (GUID) was possible through a number of methods. In CRM 2013 these methods are somewhat limited and a work-around is necessary in order to easily...
View ArticleCRM 2013; Outlook Synchronization by Choice, Not by Ownership
Earlier this year, my colleague and Microsoft CRM MVP, Joel Lindstrom, blogged about A Better Way to Control User Synchronization Settings In Microsoft Dynamics CRM. In his blog, he discussed how the...
View ArticleKeeping Up With the Ever Growing Dynamics CRM Roadmap and More
Microsoft has been consistently offering new technologies and amazing upgrades to existing ones. Their product team has done an excellent job filling in the gaps and identifying areas to expand on...
View ArticleMicrosoft – SFDC Announcement: This Cloud Has a Silver Lining
It's been one month since the announcement of the Microsoft and Salesforce.com partnership agreement. It was understandably shocking to most of the Microsoft CRM community. Benioff was our foil, and...
View ArticleThe 2014 CRMUG Summit is a Couple of Months Away! Meet Us in St. Louis in...
Hitachi Solutions is proud to support CRMUG, and we're looking forward to being a Premier Sponsor for the CRMUG Summit this October in St. Louis. This will be the 5th year we've sponsored and...
View ArticleOvercoming Challenges When Using CRM IFD and ADFS
We had an interesting occurrence with a client this week. Like many security conscious clients, they have limited ability for their servers to access the internet. In this client's case, they had a...
View ArticleHow To Add Microsoft Dynamics CRM Shortcuts in Outlook in Windows 8
This is one of those little issues related to CRM usability that is probably easier solved by a CRM newbie than someone who has been working with CRM for a while. In order to add CRM folders to Outlook...
View ArticleDynamics CRM Cross-Entity Business Process Flow
Microsoft Dynamics CRM 2013 introduced cross-entity business process flows. Up to five different entities can be combined in the same process flow. Dynamics CRM includes an example cross-entity process...
View ArticleLessons Learned Using Business Rules in CRM 2013
By now, you are probably familiar with Business Rules in CRM 2013. If not, check out this post for a nice introduction. Using Business Rules is a great way for CRM administrators to customize Form...
View ArticleMicrosoft Dynamics CRM 2013 – How to Change the Tiles on the Menu
When Microsoft released CRM 2013 with its new look and feel, one of the biggest changes was how to navigate around the product. The left navigation pane was replaced by the menu/tile user interface....
View ArticleMicrosoft Dynamics CRM Business Process Flow Lessons Learned
I’ve had the pleasure of completing multiple upgrades to Microsoft Dynamics CRM 2013, and one of the most popular new features for our clients is Business Process Flow. BPF is a great way to see where...
View ArticleMicrosoft Dynamics CRM Rapid Release Cycle and Why You Should Try To Keep Up
Since the release of Microsoft Dynamics CRM 2013, the platform has been on a very rapid release cycle. As was announced three years ago, the release cycle now includes two releases a year, a minor one...
View ArticleExtending CRM for Banks to Regulatory and Government Affairs
From the ashes of the recent financial crisis rose a competitive banking environment with more sophisticated and demanding customers. Today's bank customer demands a seamless, multi-channel customer...
View ArticleQuestions To Ask Before Forklifting Data Into Dynamics CRM
“We want to give our sales representatives access to sales history from Dynamics CRM. It will be about 50 million records. Is this ok?” Can you do it? Yes. Should you do it? Maybe not. Before...
View ArticleMicrosoft Dynamics CRM for Professional Services Webinar: “What’s in it for Me?”
Join the Hitachi Solutions team as we partner with Microsoft for this "Show Me the Demo" webinar on October 28th! Click Here to Register Whether a dedicated business developer or a seller-doer, a...
View ArticleMicrosoft Dynamics CRM for Financial Services Webinar: Customer 360 Success...
Join Hitachi Solutions, Microsoft's U.S. 2014 Financial Services Partner of the Year for a webinar on November 4th on how Microsoft Dynamics CRM and Hitachi Solutions can help your Financial Services...
View ArticleThe Best Little Microsoft Dynamics CRM 2013 Feature You Might Not Know What...
Microsoft’s latest releases and updates for CRM have really enhanced the user experience, but one of my favorite features is the new Timers Control. This great little feature is a new control which you...
View ArticleDynamics CRM 2015: It’s More Than CRM
The Microsoft Dynamics team has recently released some great new ads showing how various Microsoft technologies will work together in Dynamics CRM 2015. The first ad is “Microsoft Dynamics CRM for your...
View ArticleShowing Entity Logical Names on Forms in Dynamics CRM 2011 & 2013
While there are a few scripts out there that sets the labels for fields on a CRM form to be the logical names, they aren't the quickest to copy/paste from. These scripts also remove the existing field...
View ArticleThree Ways Microsoft Dynamics CRM 2015 Will Speed Up Quoting
Regardless of whether your organization offers products or services, quickly putting together an accurate proposal is crucial to winning business. Oftentimes, however, the process of physically quoting...
View ArticleUsing Cortana with Microsoft Dynamics CRM for Phones
Here’s a short video I recently put together showing how you can use Cortana on Windows Phone 8.1 with CRM for Phones. Sumo San Optional. by Hitachi Solutions America The post Using Cortana with...
View ArticleImporting Users into Dynamics CRM 2013 / Dynamics CRM 2015
There are multiple ways to create new Users in Microsoft Dynamics CRM 2013/ Dynamics CRM 2015. Details on the various ways are can be found over at TechNet –> Manage users. Besides the standard...
View ArticleDrive Meaningful Interaction with Dynamics CRM 2015
The Microsoft Dynamics CRM 2015 release that we got in late 2014 included some fantastic new tools. We've explored a few of these already on our blog and have been busily working with our existing...
View ArticleForm Social Panes and Posts in Dynamics CRM: Part 1
Over a three part series, I will be discussing one of the more overlooked and underappreciated features in CRM, in my humble opinion: the ‘Posts’ feature in the social pane. One of the reasons that...
View ArticleForm Social Panes and Posts in Dynamics CRM: Part 2
Last time we discussed how the Posts portion of the social pane is configured and the functionality behind it, specifically for out of the box (OOTB) entities. In this post, I would like to discuss how...
View ArticleForm Social Panes and Posts in Dynamics CRM: Part 3
To wrap up our discussion on activity feed posts and their functionality, I’d like to share an idea that we have used with a client which is repeatable and I think useful in all environments. We all...
View ArticleDynamics CRM: Should You Use Business Process Flows?
I recently was asked a question by someone upgrading from CRM 2011 to CRM 2015 who wanted to know if they should implement business process flow or keep using the legacy sales stage field. The majority...
View ArticleThe New Dynamics CRM Phone App
If you use CRM for Tablets or you read the CRM Mobile Survival Guide, you are aware of the great functionality of the Tablet app: Modern design Almost full CRM functionality Support for JavaScript...
View ArticleUnified Service Desk, When To Use It?
I have previously blogged on what Unified Service Desk (USD) is, but I didn’t dig much into the “why” and the “when” questions. So this post will focus on those questions. “When should I use it?”...
View ArticleIntroducing the CRM Audio Podcast
I'm excited to tell you about a new Dynamics CRM podcast by Hitachi Solutions' very own Joel Lindstrom and Shawn Tabor along with George Doubinski, a CRM MVP from Australia. The podcast is called CRM...
View ArticlePyrotek Achieves Global Sales Success with Dynamics CRM Online
Hitachi Solutions is proud to have had our customer, Pyrotek Inc., featured in a Microsoft Dynamics CRM Online Success Story. Pyrotek is a leading international company supplying aluminum, foundry,...
View ArticleMicrosoft Worldwide Partner Conference by the Numbers – 2015 Edition
We always leave with a ton of great takeaways and announcements from Microsoft's WPC and this year was no different. 0: number of sails in the new Dynamics logotype. From Monday’s keynote, it was noted...
View ArticleCRM and Marketing Automation Integration: 3 Key Benefits
Customer relationship management (CRM) solutions have been around for many years and changed the way sales and customer service operate, from the early days of the Rolodex and databases to the modern...
View ArticleSpring 2015: Themes in CRM: Branding and Personalizing Your CRM
The Product team at Microsoft has put in a lot of work over the last few years really focusing on the end user to make CRM easier to use and in the process they have been making it, uh, well “prettier”...
View ArticleUser Adoption: Getting the Most Bang for Your Buck
If you have worked at any company long enough to see a new program introduced only to fall flat on its face, despite the promises of ease and riches, then you understand the challenge of user adoption....
View ArticleCRM and Marketing Automation Integration: 3 Key Benefits
Customer relationship management (CRM) solutions have been around for many years and have changed the way sales and customer service operate - from the early days of the Rolodex and databases to the...
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