Document Attacher

The guys at Thrives have created a nice Document Attacher which you can download from the Microsoft Appsource. Go get your free trial. Uploading notes the right way! Since Dynamics CRM 2011 it’s been a major request of a lot of CRM customers to have the possibility to upload files through …

Dynamics 365 Portal

The Dynamics 365 Portal is not mentioned in the Dynamics 365 suite, but it is a very powerful tool to add to your arsenal. The portal capabilities provide you with a resource for your various audiences to get support for issues, search knowledge, collaborate with communities, suggest new ideas, and …

Resco Mobile CRM

Resco Mobile CRM has been one of my top tools to create a custom app for clients. Enabling consultants to bring the customizations they did in the CRM organisation, to the customers app. Resco Mobile CRM gives you around-the-clock access to your CRM system, so you can be productive whenever …

A cloning device

Can’t get enough of one record? You want more of the same? Then just clone those records! I have not used the following tool yet, but it looks promising as it allows you to configure and clone records in Dynamics with just a few clicks. Apart from the main record you …

Level up for Dynamics CRM/365

Quickly perform advanced/hidden actions in Dynamics CRM/365, by using this easy Chrome extension. The extension helps Dynamics CRM users to perform advanced actions, that normally require bookmarklets. Visit the GitHub page. YouTube video Detailed Functionality Action What it does Logical Names Displays logical names for fields, tabs and sections. God Mode Makes …

Dynamics 365 view converter

You just created a personal view which consists of several “AND/OR”-groupings and looped through several entities, but noticed this should have been a system view *Argh*! No worries, by using the managed solution from Natraj Yegnaraman or “Dreaming in CRM”, you can safely promote a personal view to a system view.

Dynamics 365 sitemap Designer

Having a simple and clean site map is one of the most important properties of a good organisation. Using the sitemap designer is a must. Together with Dynamics 365, Microsoft has launched an easy to use designer. Want to learn more? Than read the blogpost First look at Sitemap Designer by SMS …