Author Archives for Steve Trefz

Microsoft Dynamics CRM Online/Dynamics 365 Customer Engagement Online FetchXML Filter “In” Parameter

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Microsoft Dynamics CRM Online/Dynamics 365 Customer Engagement Online FetchXML Filter “In” Parameter

- April 10, 2018

Issue Explanation When writing FetchXML to use as a data source for a custom report, a nice place to get...

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Microsoft Flow Functionality and Use Cases

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Microsoft Flow Functionality and Use Cases

- April 9, 2018

Microsoft Flow is a new workflow engine that was released in 2017. Flow has many connectors to many different applications...

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Microsoft Dynamics CRM and Resco Mobile CRM: Using Dynamic Map Pins

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Microsoft Dynamics CRM and Resco Mobile CRM: Using Dynamic Map Pins

- March 31, 2017

Recently, I worked on a new Resco implementation for one of our clients. During UAT, their end users saw a...

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Microsoft Dynamics CRM And Resco Mobile CRM: Using Global Maps and Location Services

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Microsoft Dynamics CRM And Resco Mobile CRM: Using Global Maps and Location Services

- March 20, 2017

Resco Mobile CRM (Resco) has a Global Maps area that can be added to the home screen. When adding the...

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Dynamics CRM Security Roles and Removing Quote Products

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Dynamics CRM Security Roles and Removing Quote Products

- March 17, 2017

If you have ever wanted to restrict a user’s ability to remove a quote product from a quote you may...

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Microsoft Dynamics CRM FetchXML Link Entities

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Microsoft Dynamics CRM FetchXML Link Entities

- March 15, 2017

Anyone who develops reports in Microsoft Dynamics CRM Online knows that the data sets have to be written in FetchXML;...

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Tips to Ensure User Adoption of Microsoft Dynamics 365

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Tips to Ensure User Adoption of Microsoft Dynamics 365

- February 26, 2017

The key to any successful business application implementation, Microsoft Dynamics 365 included,  is user adoption. I have found that user...

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Fully Utilizing the Business Process Flow in Microsoft Dynamics CRM

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Fully Utilizing the Business Process Flow in Microsoft Dynamics CRM

- November 9, 2016

Business process flows (BPF) have been around since Microsoft Dynamics CRM 2013 and conditional branching was added to business process...

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Using FetchXML to Access User Information from the Resources Party List

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Using FetchXML to Access User Information from the Resources Party List

- October 31, 2016

I was recently tasked with creating an SSRS report for an organization with Microsoft Dynamics CRM 2015 on-premise. The report...

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Microsoft Dynamics CRM 2015: Finding Inactive Accounts

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Microsoft Dynamics CRM 2015: Finding Inactive Accounts

- October 18, 2016

One of our CRM 2015 Service Pack 1 clients has recently begun to clean their data by merging duplicate account...

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