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    Transfer Account Records Without Transferring Ownership - MS Dynamics CRM

    Transfer account records across users without transferring ownership of all prior activities

    A common question we regularly get from CRM users is how to transfer account records from one user to another without transferring ownership of all prior activities. For example; say you transferred 100...

    How to FTP a File to a Remote Server and Change Permissions

    How to FTP a File to a Remote Server and Change Permissions

    Are you trying to FTP a file but require a bit more functionality than the standard method offers? Having an especially difficult time finding that solution in the .NET 2.0 framework?

    Recently, we worked with a client who needed to FTP...

    Reporting Revenue by Product Type in Microsoft Dynamics CRM

    Reporting Revenue by Product Type in Microsoft Dynamics CRM

    Many businesses want to examine revenue for various product lines or item types such as units versus accessories separately. However, by default Dynamics CRM (Customer Relationship Management) uses Closed Opportunities when reporting...

    Comparison of the CRM 2011 and CRM 2013 Filter Functionality

    One of the differences between the CRM 2011 and CRM 2013 systems is how you can filter views. In 2013, new functionality was brought in that allows you to pre-filter from the columns currently existing in default view. This works really well when you don’t have a complex query from which to...

    Mapping Opportunity Products to Quote Products in MSCRM 2011/ 2013

    The creator of CRM 2011-2013 Entity Maps 2.0.0.0 made a simple utility to display the common mappings between entities in one interface. This is meant to expose mappings that are hidden from the user. Meaning they are not available in the normal interface.  In our case, we were not able to...

    How to Import Marketing List Contacts into Microsoft Dynamics 365

    In this how-to, I will show you the process one of our Datix consultants used to assign a client’s contacts to marketing lists in Microsoft Dynamics 365. The client he was working with had approximately 7,500 contacts that needed to be assigned to one or several of 77 marketing lists in their...

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