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Blog by CRM Consultancy

We love all things CRM and Online, and this is our area to publish articles, help guides and general information on the CRM Industry, Dynamics CRM in particular, and related Customisation and Development information.

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Often businesses know why they need a good CRM or ERP System and why having this in the Cloud opens up new opportunities. But Documents can be overlooked and not handled in the same way. Given that everyone stores Documents in some shape or form, this can be an expensive oversight. Whilst the level of.... More

Why use a Document Management Solution?

Paul McQuillan | 07/11/2019 14:00:00

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Many Dynamics Solutions have a key transactional entity that will contain a number of useful Views. However whenever we browse to this Entity, we will be presented with the Default View for that Entity – and so the User must complete a 2nd click to open the View that they may be interested in. This can make our.... More

Opening a specific View directly from the SiteMap in Dynamics

Paul McQuillan | 05/11/2019 11:00:00

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So you’ve started using Dynamics CRM, got stuck in, set up all your customisations, fields and forms, and started using your system in live across the business – then great, the hard part is over! But – what happens when you want to make changes, or conduct Training outside of your live environment. For this, you need a.... More

Get in the Sandbox

Paul McQuillan | 21/10/2019 16:00:00

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Using Dynamics 365, we can create new Word Documents from Templates we have built and stored in CRM. These templates can pull data from the CRM Records into the new Word Document and so auto-populate the Document with useful information from CRM – this can be particularly useful for producing Letters, Orders or Contractual Documents based on the Address,.... More

Generating New Documents to SharePoint in Dynamics

Paul McQuillan | 14/10/2019 08:00:00

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DocMan for Dynamics tracks events in CRM to integrate these into SharePoint in the correct fashion. This can help keep storage between the two cloud systems up to date with new records being created, renamed or deleted. The most notably event is when a new Record is created in Dynamics, this then creates a new Area in SharePoint.... More

Integrating Changes in Dynamics to SharePoint

Paul McQuillan | 14/10/2019 08:00:00

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We were pleased to demo DocMan at the Future Lawyer Week in May 2019, and covered how we think Apps in the Microsoft Cloud will increasingly become the basis of Corporate and Legal Solutions. Both Apps built internally by Citizen Developers, Consultants and PowerApps working together -  and Commercial Apps built by Developers such as ourselves to provide specific.... More

Presenting DocMan at Future Lawyer Week

CRM Consultancy | 03/06/2019 11:30:00

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Duplicate data in any CRM system can make a single view of the customer difficult and crucially hinder user adoption. In a way, duplicate data fits a similar fashion as the ‘broken window’ theory of policing, small doses are often unavoidable but letting the problem pile up can result in the failure of the project. Fortunately Dynamics 365.... More

Correcting Duplicate Data in Dynamics

Paul McQuillan | 20/02/2019 10:00:00

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In earlier versions of Dynamics we were restricted to only showing fields from that entity at a time – however from CRM 2015 onwards, we have being able to add Quick View Forms into our design of a Form for an Entity. This allows us to ‘peek’ into a related Record and see a (read-only) view of that related.... More

Quick View Forms

Paul McQuillan | 08/02/2019 13:00:00

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Modern Systems often remove the need to click SAVE before confirming the changes we have made to a Record. Dynamics 365 defaults to this option and this means when viewing a Form for a Record we can observe the following: Saves any Changes automatically when we navigate away from the screen. Saves.... More

Dynamics Auto-Save

Paul McQuillan | 28/12/2018 14:00:00

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One area that can be confusing when looking at Dynamics Workflow is how Actions fit into the Synchronous/Asynchronous Workflow Model – as at first glance, they appear similar to Workflows and Dialogs. This article is aimed at discussing why Actions exist and what they can be used for, with links to real-world examples and how to put these uses.... More

Actions in Dynamics

Paul McQuillan | 24/12/2018 08:00:00

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We working with Documents in Dynamics we will want to see not just the Documents connected with a particular Record, but all the Documents connected to that Record or any of the Record’s Child Records – the traditional ‘roll-up’ view. The most typically example is where we have a Company Record in our CRM and want to see all.... More

Using DocMan for a Documents Roll-up View in Dynamics

CRM Consultancy | 18/10/2018 08:30:00

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The security models in Dynamics and SharePoint work under quite different models, and this means there is no out-of-the-box integration to keep Security for Documents in-sync with Security in CRM. So we often have a common requirement to bring the two systems together and have a manageable security model between the two. DocMan enables functionality in Dynamics that.... More

Using DocMan to integrate Security from Dynamics to SharePoint

CRM Consultancy | 12/10/2018 13:00:00

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Tracking Metadata for your Documents in SharePoint is invaluable – it allows you to see key facts about a Document at a glance, control Document Workflow and make searching for Documents quicker and easier On the other hand, remembering to manually set the Metadata for a Document in CRM or Word is a chore. And as with anything.... More

Using Cognitive Services and DocMan for automatic Document Recognition

CRM Consultancy | 05/10/2018 15:00:00

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In our previous article we looked at how we can import New Data into Dynamics from a Spreadsheet Template. Using Dynamics 365 we can also import series of Updates into CRM from a Spreadsheet already populated with the existing set of data. So if we export the Spreadsheet from Dynamics, we can export this for re-import, and so.... More

Importing Updates into Dynamics from a Spreadsheet

CRM Consultancy | 04/10/2018 11:30:00

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It is a common requirement to need to take data into Dynamics from an external source such as an Excel Spreadsheet – fortunately Dynamics allows us to do this out of the box using the standard Data Import Functionality. However Dynamics has two ways this can be implemented as we can either export a Template to populate with entirely.... More

Importing New Records into Dynamics via Spreadsheet

CRM Consultancy | 04/10/2018 10:00:00

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