Thursday, March 11, 2010

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Altriva Solutions Blog - CRM (Microsoft Dynamics CRM), SharePoint (MOSS), Application Development, and Integration Solutions.
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.
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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    "Apologies to those who have commented on this post -- your comments have been mistakenly removed." Read more
    by Phil Edry on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

      
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