Author Archives for Meg Moss

Understanding when to develop business processes for Microsoft Dynamics CRM Connections

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Understanding when to develop business processes for Microsoft Dynamics CRM Connections

- November 8, 2013

With the introduction of Microsoft Dynamics CRM 2011, one of the new features was the Connection entity.  The purpose of...

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Attend RSM’s 2013 Microsoft Dynamics Summits

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Attend RSM’s 2013 Microsoft Dynamics Summits

- September 6, 2013

This fall, RSM will hold its fourth annual Microsoft Dynamics™ Summit events in an expanded footprint.  The cities include Malvern,...

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Creating Date Sensitive Functionality for not-for-profit organizations in Microsoft Dynamics CRM

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Creating Date Sensitive Functionality for not-for-profit organizations in Microsoft Dynamics CRM

- August 22, 2013

We recently had a client in state and local government industry that required records to be activated and deactivated depending...

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Complimentary webcast: Overview of NetSuite’s version 2013.2 key enhancements

Complimentary webcast: Overview of NetSuite’s version 2013.2 key enhancements

- August 13, 2013

NetSuite released updates to their product this summer.  Join us on Wednesday, August 28th to learn about some featured enhancements...

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White paper – Transitioning to Microsoft Dynamics AX: Evaluating data migration solutions

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White paper – Transitioning to Microsoft Dynamics AX: Evaluating data migration solutions

- July 23, 2013

As many Microsoft Dynamics GP users evaluate their ERP systems needs, they no doubt look within the Microsoft Dynamics suite...

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Microsoft Dynamics GP SmartList Export Solutions Save You Time in Excel

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Microsoft Dynamics GP SmartList Export Solutions Save You Time in Excel

- July 15, 2013

Are you utilizing SmartList for Microsoft Dynamics GP to its fullest extent? You know about exporting to Excel for data lists...

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Magic Way to Increase Speed with Microsoft Dynamics GP SmartList Export

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Magic Way to Increase Speed with Microsoft Dynamics GP SmartList Export

- July 12, 2013

Many of us rely on SmartList queries to get financial data out of Microsoft Dynamics GP and into our favorite...

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Pharmaceutical Manufacturer Describes Experience Working with Microsoft Dynamics AX

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Pharmaceutical Manufacturer Describes Experience Working with Microsoft Dynamics AX

- June 26, 2013

Osmotica Pharmaceutical is a global specialty pharmaceutical company, headquartered in the United States.  In 1986, they begun operations as the Research &...

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Using Microsoft Excel as a Data Entry Tool for Microsoft Dynamics CRM

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Using Microsoft Excel as a Data Entry Tool for Microsoft Dynamics CRM

- June 25, 2013

Suppose the business sales representative of a company are on the road and traveling for 12 hours.  On the road, their internet...

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Creating a Custom Interactive Grid on a Microsoft Dynamics CRM Entity Form using SSRS

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Creating a Custom Interactive Grid on a Microsoft Dynamics CRM Entity Form using SSRS

- June 18, 2013

There are many resources documented in how to create a report to appear in a CRM form such as: http://andreaswijayablog.blogspot.com/2011/08/crm-2011-embed-report-in-iframe-and.html...

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