Author Archives for RSM Staff

Microsoft Dynamics CRM 2015 spring release at a glimpse

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Microsoft Dynamics CRM 2015 spring release at a glimpse

- April 28, 2015

The Microsoft Dynamics CRM 2015 spring release AKA Vega will launch in Q2 2015 and promises some great new tools...

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What is Microsoft Dynamics CRM’s Service Activity

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What is Microsoft Dynamics CRM’s Service Activity

- April 24, 2015

Microsoft Dynamics CRM has quite a few “out of the box” activities that can be leveraged, i.e. Phone Call, Task,...

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How to mask the bank account number in Microsoft Dynamics GP reports such as Direct Deposit Statement in Report Writer

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How to mask the bank account number in Microsoft Dynamics GP reports such as Direct Deposit Statement in Report Writer

- April 22, 2015

There is a KB article, How to use Report Writer to create a calculated field to mask the bank account...

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How to sync Microsoft Dynamics CRM Contacts to your smartphone’s Contacts

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How to sync Microsoft Dynamics CRM Contacts to your smartphone’s Contacts

- April 21, 2015

I recently had a client in the Real Estate Development market where we implemented Microsoft Dynamics CRM 2015. This was...

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Custom ERP Solution Streamlines Operations and Boosts Visibility across Pharmaceutical Supply Chain

Custom ERP Solution Streamlines Operations and Boosts Visibility across Pharmaceutical Supply Chain

- April 21, 2015

While being able to quickly retrieve and consolidate critical data across a variety of business activities is an essential function...

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Team Foundation Server for Microsoft Dynamics CRM

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Team Foundation Server for Microsoft Dynamics CRM

- April 16, 2015

In Microsoft Dynamics CRM, there is a great tool that is extremely powerful and highly underutilized – Microsoft’s Team Foundation...

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Microsoft Dynamics CRM Error: Unable to get property ‘form_onload’ of undefined or null reference

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Microsoft Dynamics CRM Error: Unable to get property ‘form_onload’ of undefined or null reference

- April 14, 2015

Recently, we were working with a client preparing to upgrade to Microsoft Dynamics CRM 2015 from Dynamics CRM 2013 Spring...

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Changing the rollup calculation frequency in Microsoft Dynamics CRM 2015

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Changing the rollup calculation frequency in Microsoft Dynamics CRM 2015

- April 14, 2015

One of the exciting new features, introduced in Microsoft Dynamics CRM 2015, is the rollup field type. In my colleague’s...

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Retail Executive Insights: Technology that Makes Your Customer-Facing Employees “Chief Empowerment Officers”

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Retail Executive Insights: Technology that Makes Your Customer-Facing Employees “Chief Empowerment Officers”

- April 14, 2015

Knowledge is power, and today’s consumer has more control than ever before. By simply logging in online or turning on...

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Changing default SmartList options in Microsoft Dynamics GP

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Changing default SmartList options in Microsoft Dynamics GP

- April 9, 2015

I frequently get asked by my Microsoft Dynamics GP clients if they can increase the default SmartList maximum records from...

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