Author Archives for RSM Staff
Dynamics 365 Customer Engagement, Microsoft
Microsoft Dynamics CRM 2015 spring release at a glimpse
The Microsoft Dynamics CRM 2015 spring release AKA Vega will launch in Q2 2015 and promises some great new tools...
Dynamics 365 Customer Engagement, Microsoft
What is Microsoft Dynamics CRM’s Service Activity
Microsoft Dynamics CRM has quite a few “out of the box” activities that can be leveraged, i.e. Phone Call, Task,...
How to mask the bank account number in Microsoft Dynamics GP reports such as Direct Deposit Statement in Report Writer
There is a KB article, How to use Report Writer to create a calculated field to mask the bank account...
Dynamics 365 Customer Engagement, Microsoft
How to sync Microsoft Dynamics CRM Contacts to your smartphone’s Contacts
I recently had a client in the Real Estate Development market where we implemented Microsoft Dynamics CRM 2015. This was...
Dynamics 365 For Finance and Supply Chain
Custom ERP Solution Streamlines Operations and Boosts Visibility across Pharmaceutical Supply Chain
While being able to quickly retrieve and consolidate critical data across a variety of business activities is an essential function...
Dynamics 365 Customer Engagement, Microsoft
Team Foundation Server for Microsoft Dynamics CRM
In Microsoft Dynamics CRM, there is a great tool that is extremely powerful and highly underutilized – Microsoft’s Team Foundation...
Dynamics 365 Customer Engagement, Microsoft
Microsoft Dynamics CRM Error: Unable to get property ‘form_onload’ of undefined or null reference
Recently, we were working with a client preparing to upgrade to Microsoft Dynamics CRM 2015 from Dynamics CRM 2013 Spring...
Dynamics 365 Customer Engagement, Microsoft
Changing the rollup calculation frequency in Microsoft Dynamics CRM 2015
One of the exciting new features, introduced in Microsoft Dynamics CRM 2015, is the rollup field type. In my colleague’s...
Dynamics 365 For Finance and Supply Chain, Microsoft
Retail Executive Insights: Technology that Makes Your Customer-Facing Employees “Chief Empowerment Officers”
Knowledge is power, and today’s consumer has more control than ever before. By simply logging in online or turning on...
Changing default SmartList options in Microsoft Dynamics GP
I frequently get asked by my Microsoft Dynamics GP clients if they can increase the default SmartList maximum records from...