Wipfli: Blog: Wipfli's Microsoft Dynamics CRM Team Blog

Dynamics 365 and Auto Capture

Fri, 17 Mar 2017 00:00:00 GMT

With the release of Dynamics 365, Microsoft is introducing Auto Capture. This new functionality allows users to view untracked emails directly in CRM and are given the option to track emails in Dynamics 365.

Dynamics 365 and Relationship Assistant

Fri, 06 Jan 2017 00:00:00 GMT

With the release of Dynamics 365, Microsoft is introducing Relationship Assistant. This new functionality helps you focus on what’s important. With new interactive cards notifying you of important events, interactions, to-dos for the day, and upcoming events, this new tool will drive productivity and increase your workforce efficiency.

Microsoft Dynamics 365 and Resource Scheduling/Project Service Automation

Mon, 28 Nov 2016 00:00:00 GMT

Microsoft previously mentioned developing features that would assist in bridging the gap between the two solutions of Field Service and Project Service Automation within Dynamics CRM. They began using the shared data model to tie together native CRM entities with the new entities in the Field Service (FS) and Project Service Automation (PSA) solutions.

Microsoft Dynamics 365 and Field Service

Tue, 08 Nov 2016 00:00:00 GMT

The next generation of the Field Service application through Dynamics 365 will support organizational growth goals by facilitating better demand generation via marketing automation, faster closing with salesforce automation, and a better customer experience following the sale with customer service, field service, and project service applications.

Dynamics 365 and Fall Updates Announcement

Wed, 26 Oct 2016 00:00:00 GMT

Microsoft has announced this fall they will be launching Dynamics 365. Read to learn what Dynamics 365 is, and how it will increase value for current Microsoft customers.

Turbo Form Rendering Engine Issues

Thu, 08 Sep 2016 00:00:00 GMT

Wipfli has a methodical approach to handle seamless upgrades from Legacy form rendering to Turbo form rendering mode - we have a found a few issues using the Turbo form rendering engine.

Wipfli at CRMUG Summit 2016

Fri, 19 Aug 2016 00:00:00 GMT

Join us at the CRMUG Summit 2016 October 11^th-14^th in Tampa, Florida.

Calling Custom Actions from JavaScript

Wed, 10 Aug 2016 00:00:00 GMT

Custom Actions are a great way to extend Dynamics CRM. In this post, I will show you how to use the Ribbon and JavaScript to call a Custom Action.

Wipfli Proudly Accepts a Spot in the 2016 Inner Circle for Microsoft Dynamics®

Mon, 18 Jul 2016 00:00:00 GMT

To further show that Wipfli is dedicated to organizations’ success with technology solutions, we have been recognized as a top partner of Microsoft and added to another year of Microsoft’s Inner Circle for Microsoft Dynamics^®.

Microsoft Dynamics® CRM Online – Use Service Accounts Without Consuming a CRM License

Thu, 02 Jun 2016 00:00:00 GMT

Don’t consume a valuable CRM license for running background jobs and integrations. Through Microsoft Dynamics CRM Online, organizations can setup “service accounts” that work the same way as a CRM user.

Microsoft Dynamics® CRM 2016 & CRM 2016 Spring Release Launch Event

Tue, 10 May 2016 00:00:00 GMT

The Wipfli CRM team is hosting several Microsoft Dynamics^® CRM 2016 Spring Release Launch events! Come join us to learn how to harness even more potential out of your current CRM system. Included in this blog, are the links to register for any of the three in-person sessions.

Reduce Amount of Time and Number of Clicks with an Add Button for a Microsoft Dynamics® CRM 2016 Connection

Thu, 07 Apr 2016 00:00:00 GMT

Taking too long to add Connections? In this post, I will show you how to streamline the process and reduce the time it takes by adding a button to the Connections grid.

Wipfli LLP Associates will be attending the Microsoft Envision Conference

Thu, 31 Mar 2016 00:00:00 GMT

Every year Microsoft creates a collaborative and insightful atmosphere for their technology conference. At this event, users can increase their knowledge on how to leverage technology for their organization, share their experiences in keynote sessions, along with networking with a massive audience.

Spring is almost here, and so is the next Microsoft Dynamics® CRM 2016 Online Update 1

Fri, 11 Mar 2016 00:00:00 GMT

Included in this blog you’ll find a link to the Microsoft Dynamics CRM Spring 2016 Wave Release Preview Guide, along with a quick video on what to expect in the next update for Dynamics CRM 2016 Online Update 1 and Microsoft Social Engagement 2016 Update.

Field Service Management with FieldOne and Microsoft Dynamics® CRM Online

Tue, 23 Feb 2016 00:00:00 GMT

This blog highlights features of FieldOne for Field Service Management inside existing Dynamics CRM 2015 & 2016 Online environments.

Product Detail Sub Grid Sequence Number Fails to Update On-Premise CRM 2013 SP1 UR3 (6.1.3.119)

Mon, 18 Jan 2016 00:00:00 GMT

Here is a solution on how to fix a products sub grid on the Quote or Order form that is out of sync with a CRM custom report.

What you need to know about the new Microsoft Dynamics® CRM 2016

Wed, 06 Jan 2016 00:00:00 GMT

Microsoft has done it again. Microsoft Dynamics^® CRM 2016 was recently released this month and continuously delivers more features to its users and administrators.

How to Solve the ‘Failed to Generate Excel’ Error When Exporting in Microsoft Dynamics® CRM

Tue, 15 Dec 2015 00:00:00 GMT

Microsoft Dynamics® CRM 2015 Update 1 (SP1) API Enhancements

Thu, 12 Nov 2015 00:00:00 GMT

Microsoft Dynamics® CRM 2015 Update 1 (SP1): UI, Advanced Find, Yammer, and SharePoint Integration Enhancements

Fri, 30 Oct 2015 00:00:00 GMT

Wipfli LLP Associates will be attending the CRMUG Summit 2015

Tue, 13 Oct 2015 00:00:00 GMT

Microsoft Dynamics® CRM for Phones – Quick Tips

Mon, 05 Oct 2015 00:00:00 GMT

Microsoft Dynamics® CRM 2016 Release Preview Guide Now Available

Fri, 25 Sep 2015 00:00:00 GMT

What does Microsoft’s acquisition of Datazen Software mean for Dynamics CRM?

Mon, 14 Sep 2015 00:00:00 GMT

Microsoft Dynamics® CRM Online 2015 Spring Release (SP1) Functionality: Theme Customization

Mon, 24 Aug 2015 00:00:00 GMT

Microsoft Dynamics® CRM Online 2015 Spring Release (SP1) Functionality: Navigation

Thu, 13 Aug 2015 00:00:00 GMT

Quick Fix to Missing Fields in a View Field List

Mon, 03 Aug 2015 00:00:00 GMT

Resolution to a Lead Entity Script Error (unable to get property 'formOnload' of undefined or null reference at eval code)

Tue, 28 Jul 2015 00:00:00 GMT

Customize Dashboard Views for Your Tablet

Wed, 15 Jul 2015 00:00:00 GMT

The Microsoft Dynamics® CRM 2015 for Outlook Client Just Got Better

Wed, 01 Apr 2015 00:00:00 GMT

Access Teams in Microsoft Dynamics® CRM 2013

Thu, 19 Mar 2015 00:00:00 GMT

Invalid Argument Error After Upgrading to Microsoft Dynamics® CRM 2015

Wed, 25 Feb 2015 00:00:00 GMT

Upgrading Microsoft Dynamics® CRM 4.0 to Dynamics CRM 2015

Fri, 13 Feb 2015 00:00:00 GMT

Resolving Business Rule Conflicts with JavaScript in Microsoft Dynamics® CRM 2013

Tue, 27 Jan 2015 00:00:00 GMT

Real-Time Workflows in Microsoft Dynamics® CRM 2013

Tue, 13 Jan 2015 00:00:00 GMT

Properly Move Business Process Flows in Multiple Microsoft Dynamics® CRM Environments

Tue, 23 Dec 2014 00:00:00 GMT

Microsoft Dynamics® CRM 2015 Release is Here!

Tue, 02 Dec 2014 00:00:00 GMT

Microsoft Dynamics® CRM Quick Tips: Dashboard Security

Thu, 20 Nov 2014 00:00:00 GMT

Microsoft Dynamics® CRM 2011/2013 SSRS Custom Report Parameter Labels Have Disappeared

Thu, 13 Nov 2014 00:00:00 GMT

Microsoft Dynamics® CRM Quick Tips: Embedding charts into forms

Fri, 07 Nov 2014 00:00:00 GMT

How empathetic is your company? Social Listening in Microsoft Dynamics® CRM

Thu, 30 Oct 2014 00:00:00 GMT

Microsoft Dynamics® CRM 2013 Views and Forms Mysteriously Getting Set Back to Defaults…Poltergeists or Logical Explanation?

Thu, 16 Oct 2014 00:00:00 GMT

Expanding Your Microsoft Dynamics® CRM to Mobile Frontiers

Tue, 07 Oct 2014 00:00:00 GMT

Locate Microsoft Dynamics® CRM 2013 Entries with Ease through Global Search

Wed, 01 Oct 2014 00:00:00 GMT

Microsoft Dynamics® CRM 2013 Online vs. On-Premise: Which version best suits your business?

Wed, 24 Sep 2014 00:00:00 GMT

Leveraging the Social Pane in Microsoft Dynamics® CRM 2013

Thu, 28 Aug 2014 00:00:00 GMT

The social pane is one of many new features in Microsoft Dynamics CRM 2013 that allow convenient record keeping and seamless interaction among users. This blog advises how to take advantage of the Social Pane in Microsoft Dynamics CRM 2013 forms.

Wipfli Dynamics Symposium for Wipfli’s Dynamics CRM clients

Mon, 18 Aug 2014 00:00:00 GMT

Have You Updated/Upgraded Yet? Dynamics CRM 2013 Spring Wave Refresher

Thu, 14 Aug 2014 00:00:00 GMT

Microsoft released Dynamics CRM Online Spring ’14 and Dynamics CRM 2013 SP1 for on-premise customers back in the spring of 2014. This update provides useful insights regarding that release and helps customers prepare to update/upgrade.

Reviewing the Microsoft Dynamics® CRM 2013 New Case Management Features for the Microsoft Dynamics CRM for Tablets App

Thu, 10 Jul 2014 00:00:00 GMT

This blog highlights the features and limitations of the new service capabilities introduced in the Spring 2014 release for the Microsoft Dynamics CRM for Tablets App.

Configuring Microsoft Dynamics CRM 2013 IFD to Work with Outlook Client 2013

Wed, 27 Nov 2013 00:00:00 GMT

We recently installed CRM 2013 on Server 2012 and configured IFD. CRM websites through IFD were working fine, but we had issues in configuring the CRM for Outlook client. After some research, we found that the issue is with ADFS 2.1 which doesn't have mex endpoints configured properly.

See Microsoft Dynamics® CRM 2013: Attend a Wipfli Launch Event Near You

Mon, 28 Oct 2013 00:00:00 GMT

A great chance to see newly released Microsoft Dynamics^® 2013 – Wipfli CRM 2013 launch events in Madison, Milwaukee, Green Bay and Minneapolis

Introducing Microsoft Dynamics CRM Online Fall ’13 (Dynamics CRM 2013)

Thu, 17 Oct 2013 00:00:00 GMT

As you may have heard this summer, Microsoft announced the upcoming fall release of Dynamics CRM for online and on-premise customers. Previously known as “Orion,” the formal name for this online release is Microsoft Dynamics CRM Online Fall ’13. The purpose of this blog is to introduce you to some of the new features and discuss action you may need to take.

Multi-level Microsoft Dynamics® CRM Data Filtering

Thu, 27 Jun 2013 00:00:00 GMT

Multi-level filtering of related information in a couple of clicks!

Field of Dreams?...create a Microsoft Dynamics® CRM Data Dictionary

Thu, 20 Jun 2013 00:00:00 GMT

This post discusses the lessons learned through the process of trying to update all the field descriptions and create a data dictionary.

Plugin to Copy Subject Field from Case Resolution Dialogue to Case Form

Wed, 22 May 2013 00:00:00 GMT

Plugin to copy subject field from case resolution dialogue to case form

Missed Convergence 2013? You Can Still Virtually Attend!

Tue, 02 Apr 2013 00:00:00 GMT

Although you may have missed the opportunity to attend Microsoft’s Convergence 2013 conference for Microsoft Dynamics in New Orleans this year, you can still access recordings of the sessions. You can receive the same first-hand information from Microsoft as if you were there.

How-To Guide for Reverting to Classic User Experience (UX) in Microsoft Dynamics® CRM 2011

Tue, 05 Mar 2013 00:00:00 GMT

This blog entry focuses on the steps necessary to reverting Microsoft Dynamics^® CRM entities back to the standard CRM 2011 user interface. This is applicable to multiple entities including: Accounts, Contacts, Leads, Opportunities, and Cases.

CRM User Groups – A Great Way to Collaborate With and Learn From Other Companies using Microsoft Dynamics® CRM

Mon, 11 Feb 2013 00:00:00 GMT

Introduction to Dynamics CRM user groups.

Building a Fetch-Based Custom Report to Summarize Microsoft Dynamics® CRM User Time Zone Settings

Fri, 04 Jan 2013 00:00:00 GMT

This document will show you how to make a simple custom report to summarize the time zone settings currently selected by each of your CRM users. Because this report is Fetch-based, it will work on instances of CRM Online and CRM On-Premise.

Microsoft “Polaris” Release for Dynamics CRM Online Finally On Its Way

Tue, 18 Dec 2012 00:00:00 GMT

Microsoft “Polaris” Q4 2012 Service Update for Microsoft Dynamics^® CRM Online will start delivery on January 1, introducing a variety of highly anticipated new features, some of which can be deployed when customer is ready.

Microsoft Dynamics® CRM 2011 Data Import

Tue, 04 Dec 2012 00:00:00 GMT

I would like to highlight some of the facts and cool features available as part of the data import process in Microsoft Dynamics® CRM 2011.

Microsoft Dynamics® CRM 2011 Online Custom and System Lookups Not Working/Bypassed

Fri, 16 Nov 2012 00:00:00 GMT

Encountered an issue with MCRM 2011 Online Custom and System lookups not working properly as if they were bypassed and returning all results.

Opening Records Created From Dialogs Using Microsoft Dynamics® CRM 2011

Mon, 05 Nov 2012 00:00:00 GMT

This blog describes how records created by dialogs can easily be opened from the dialog window in Dynamics CRM 2011.

Self-Help and Collaboration Resources for Microsoft Dynamics® CRM

Thu, 25 Oct 2012 00:00:00 GMT

Self-help and Collaboration Resources for Microsoft Dynamics^® CRM

Microsoft Dynamics® CRM 2011 Update Rollup 11

Tue, 09 Oct 2012 00:00:00 GMT

Update Rollup 11 for Microsoft Dynamics CRM 2011 will be available for on-premises customers on October 10, 2012.

Have You Registered for the 2012 CRMUG Summit in October?

Fri, 21 Sep 2012 00:00:00 GMT

The CRMUG Summit Conference is approaching on October 15 - 18, 2012 in Seattle. Wipfli is scheduled to participate in the Summit. Wipfli is also an active participant and presenter in local chapters in markets we serve.

Empowering Your Mobile Workforce

Wed, 19 Sep 2012 00:00:00 GMT

David Pennington, Director of Product Marketing for Microsoft Dynamics® CRM, describes the past, present and future of mobile options for Microsoft Dynamics CRM users on CRMSoftware.TV.

Microsoft Dynamics® CRM 2011 Bookmarklet: Enable all Fields

Tue, 11 Sep 2012 00:00:00 GMT

Quickly and easily enable all fields on a form using a bookmarklet.

How to Configure Queues to Display Custom Activity Fields Using Microsoft Dynamics® CRM 2011

Thu, 06 Sep 2012 00:00:00 GMT

This blog describes how queues can be used to display custom activity fields across multiple activity types in Dynamics CRM 2011.

Adding Filters to Sub-Grids in Microsoft Dynamics® CRM 2011

Thu, 23 Aug 2012 00:00:00 GMT

How to add filters to sub-grids in Microsoft Dynamics^® CRM 2011.

Microsoft Dynamics® CRM 2011 Update Rollup 10

Tue, 21 Aug 2012 00:00:00 GMT

Microsoft Dynamics^® CRM 2011 Update Rollup 10 is now available for download for On Premise implementations.

Wipfli earns Certified for Microsoft Dynamics (CfMD) distinction for Wipfli Connect for Contractors

Thu, 16 Aug 2012 00:00:00 GMT

Wipfli announced in late July that its Wipfli Connect for Contractors solution, a unique and powerful project management tool built on Microsoft Dynamics® CRM, is now Certified for Microsoft Dynamics.

Validating your MCRM Custom Code for the Microsoft Dynamics® CRM Q4 2012 Service Update

Tue, 17 Jul 2012 00:00:00 GMT

How to validate your MCRM custom code for the Microsoft Dynamics^® CRM Q4 2012 Service Update

Wipfli LLP Named To Prestigious Microsoft Dynamics Inner Circle and Presidents Club for 2012

Mon, 09 Jul 2012 00:00:00 GMT

Wipfli LLP announced today it has been named to the prestigious Microsoft Dynamics Inner Circle and Presidents Club for 2012.

In need of speed? Here are a few performance-tuning tips to get your Microsoft Dynamics® CRM Online data flowing fast.

Fri, 29 Jun 2012 00:00:00 GMT

We are always looking for ways to keep CRM performing swiftly. Here are a few “quick hits” that we have had success implementing to improve CRM’s performance.

Microsoft Dynamics® CRM / XRM Examples and Anecdotes

Wed, 27 Jun 2012 00:00:00 GMT

Microsoft Dynamics® CRM / XRM Examples and Anecdotes - from Musky Relationship Management to Wipfli Connect for Microsoft Dynamics® CRM to Scheduling and Loyalty XRM solutions leveraging the Dynamics CRM platform

Want to make a sales guy smile?

Mon, 11 Jun 2012 00:00:00 GMT

Highlighting a couple of Microsoft Dynamics^® CRM 2011 tools that sales people love – easy to use tools that reduce data entry and increase productivity.

‘N Sync (the pop-band or the MCRM environments?)…Microsoft Dynamics® CRM 2011 Deletion of Managed and Unmanaged Attributes, Relationships, and Entities.

Tue, 05 Jun 2012 00:00:00 GMT

This post discusses the lessons learned through the process of trying to get all the environments back in sync.

Microsoft Dynamics ® CRM 2011 Form Real Estate: Minimizing the Ribbon, Header, and Footer

Fri, 25 May 2012 00:00:00 GMT

How to minimize the ribbon, header, and footer on a CRM 2011 form.

Providing Flexibility Without Compromising Security by Cascading Sharing with Microsoft Dynamics® CRM 2011

Fri, 18 May 2012 00:00:00 GMT

This blog describes how cascading sharing from the Account entity can automate visibility without compromising security in Microsoft Dynamics ® CRM 2011.

Extending JavaScript Functionality in Microsoft Dynamics® CRM 2011

Mon, 14 May 2012 00:00:00 GMT

This posting shows how to add JavaScript functionality beyond the on-load, on-change, and on-save events. It specifically shows and provides an example of adding a “double-click” event to a MCRM form textbox.

Delivering Advanced Reporting Requirements with Microsoft Dynamics® CRM 2011 Online

Fri, 04 May 2012 00:00:00 GMT

One limitation of Microsoft Dynamics® CRM 2011 Online is that custom SRS reports are limited to FetchXML-based datasets. This post describes one recent scenario where Wipfli built a solution to solve complex report requirements with a cloud-based client.

Inline Editable Grid for Microsoft Dynamics® CRM 2011

Tue, 01 May 2012 00:00:00 GMT

In one of our recent Microsoft Dynamics® CRM 2011 implementations, we had a challenge in meeting an Editable Grid requirement. We have achieved this by creating a custom grid with powerful features as detailed below. This custom control can be easily plugged in to any other entity, with a few modifications to it.

Leveraging Microsoft Dynamics® CRM 2011 Connections

Mon, 23 Apr 2012 00:00:00 GMT

Connections is a new feature users can leverage in Microsoft Dynamics® CRM 2011 to connect any two entities. This blog post discusses the use of Connections to track vendor Contact and customer Account relationships.

Armitage Improves Workflow with Microsoft Dynamics® CRM and Wipfli

Fri, 13 Apr 2012 00:00:00 GMT

Armitage Research, LLC announced the appointment of Wipfli LLP to design and implement Microsoft Dynamics CRM for the firm. The project will improve all parts of Armitage’s business service activity including marketing, service procurement, and internal work flow and reporting. Wipfli’s engagement will be to design and customize software and process flows in a leading edge XRM solution.

Microsoft Dynamics CRM 2011 and SharePoint Integration Encountering a DDE Error

Thu, 05 Apr 2012 00:00:00 GMT

Encountered DDE error when attempting to open SharePoint documents from MCRM 2011.

Microsoft Dynamics CRM 2011 Industry Templates, Spotlight on Non-Profit Solution

Fri, 30 Mar 2012 00:00:00 GMT

This article introduces Microsoft Dynamics CRM 2011 Industry Templates, explaining the benefits of Microsoft Dynamics CRM as an xRM platform. It spotlights the benefits and functionality of the template for Non-Profit Organizations.

Top 10 List from Microsoft Convergence 2012

Fri, 23 Mar 2012 00:00:00 GMT

Highlights from the Microsoft Dynamics Customer Conference – Convergence 2012

Microsoft Dynamics CRM 2011 Queue Automation

Fri, 16 Mar 2012 00:00:00 GMT

This blog describes how workflow can be utilized to enhance the usage of Queues for CRM 2011.

Testing in Microsoft Dynamics CRM 2011

Tue, 13 Mar 2012 00:00:00 GMT

Methods for testing Microsoft Dynamics CRM 2011 and benefits of testing.

Configuring IFD for Microsoft Dynamics CRM 2011

Mon, 05 Mar 2012 00:00:00 GMT

Configuring IFD for CRM 2011 is different from CRM 4.0 and requires ADFS 2.0 to be configured properly. I will explain the ADFS 2.0 configuration along with IFD with tips and tricks to complete the configuration with few hassles.

Inaugural CRMUG Milwaukee Regional Chapter Meeting

Fri, 24 Feb 2012 00:00:00 GMT

The inaugural meeting of the CRMUG Milwaukee Regional Chapter was conducted today at the Microsoft Office in Waukesha, and received great participation and feedback from the users and partners (VARs, ISVs and LARs) in attendance.

Microsoft Dynamics CRM 2011 Q2 2012 Service Update Release (R8)

Fri, 17 Feb 2012 00:00:00 GMT

Earlier this month, the Microsoft Dynamics CRM Team released its Microsoft Dynamics CRM 2011 Q2 2012 Service Update Release (R8) Release Preview Guide, and the buzz ensued. The highlight of the release, also referred to as R8, includes the updated concept and primary theme of (Microsoft Dynamics) “CRM Anywhere”.

Microsoft Dynamics CRM 2011 Online Sub-grids Not Refreshing/Showing Records

Fri, 10 Feb 2012 00:00:00 GMT

Encountered an issue with MCRM 2011 Online sub-grids not refreshing/showing associated records

Using Microsoft Dynamics® CRM 2011 Dialogs for Case Resolutions

Fri, 03 Feb 2012 00:00:00 GMT

Using Dialogs to handle case resolutions is how our internal service center is able to bring greater visibility and attention to why and when a case is closing.

Wipfli's inaugural Minneapolis/Northwestern WI Microsoft Dynamics CRM User Group a success!

Fri, 29 Jan 2010 00:00:00 GMT

Basic Best Practices for Creating Dynamic Picklists in Microsoft Dynamics CRM

Fri, 22 Jan 2010 00:00:00 GMT

“Complete and New” Activities Button

Fri, 27 Jan 2012 00:00:00 GMT

Customize your system to streamline the process of completing, saving, and creating recurring Activity records. Speed the process…improve accuracy.

Debugging Microsoft Dynamics® CRM 2011

Fri, 20 Jan 2012 00:00:00 GMT

Tools used and explained to help identify the issue(s) causing Microsoft Dynamics^® CRM from properly functioning. All tools are readily available and are at no additional cost.

Microsoft Dynamics® CRM 2011 Online vs. On Premise: Factors to consider when making the decision

Fri, 13 Jan 2012 00:00:00 GMT

The release of Microsoft Dynamics® CRM 2011 drastically reduced the functionality gap between CRM Online and CRM On Premise. There are still several things to consider when making the decision on which deployment you want to choose.

Wipfli LLP and Eide Bailly LLP to merge, become EB Wipfli LLP

Fri, 06 Jan 2012 00:00:00 GMT

Wipfli LLP and Eide Bailly LLP to merge, become EB Wipfli LLP

Cloning Records Using Microsoft Dynamics CRM 2011 Dialogs

Fri, 23 Dec 2011 00:00:00 GMT

One of the powerful new features of Microsoft Dynamics CRM 2011 is the concept of Dialogs. There are many applicable uses of dialogs such as surveys and lead scoring; however, there are many possibilities that are still being uncovered.

Authored by Andy Potasek - Consultant - Wipfli's Microsoft Dynamics CRM Team

Microsoft Dynamics CRM 2011 Update Rollup 5 (and Microsoft Dynamics CRM 4.0 Update Rollup 18, Rollup 19 and Rollup 20)

Tue, 15 Nov 2011 00:00:00 GMT

Detailed information on the release of Microsoft Dynamics CRM 2011 Update Rollup 5 and reference for Microsoft Dynamics CRM 4.0 Update Rollup 18, Update Rollup 19 and Update Rollup 20

Microsoft Dynamics CRM 2011 November 2011 Update Available!

Mon, 31 Oct 2011 00:00:00 GMT

The Microsoft Dynamics CRM 2011 November 2011 update is available! The Microsoft Dynamics CRM team will be releasing new capabilities twice a year starting with Dynamics CRM 2011, and the Q4 2011 Release (also known as R7) marks the first release following the CRM 2011 Launch earlier this year.

Microsoft Dynamics CRM 2011 and Microsoft SharePoint 2010 Integration

Fri, 14 Oct 2011 00:00:00 GMT

One of the great new features of Microsoft Dynamics CRM 2011 is the integration with Microsoft SharePoint 2010, no programming required. This feature allows organizations to quickly take advantage of the document management capabilities of SharePoint while remaining in the context of CRM. We have recently been implementing more and more CRM Online and SharePoint cloud instances together, so I just wanted to share some of our experiences.

Authored by Ryan Swiderski - Senior Consultant - Wipfli's Microsoft Dynamics CRM Team

Microsoft Dynamics CRM 2011 Update Rollup 4 (and Microsoft Dynamics CRM 4.0 Update Rollup 17)

Fri, 07 Oct 2011 00:00:00 GMT

Detailed information on the release of Microsoft Dynamics CRM 2011 Update Rollup 4 and reference for Microsoft Dynamics CRM 4.0 Update Rollup 17

Microsoft Dynamics CRM 2011 Online Reporting Considerations - SSRS vs. Word

Fri, 16 Sep 2011 00:00:00 GMT

Overview of and considerations for converting a static Microsoft Office Word document into a dynamic Microsoft Dynamics CRM Report.

Authored by Jason Eldredge - Senior Consultant - Wipfli's Microsoft Dynamics CRM Team

The Power of Visualization

Wed, 24 Aug 2011 00:00:00 GMT

Dynamically generating contextual visualization of data holds the promise of a deeper understanding of your customers beyond the transaction they are calling about. It gives you an opportunity to understand a situation in a split second that previously was too laborious to even attempt.

XRM - What's your "X"?

Fri, 12 Aug 2011 00:00:00 GMT

In recent years the term “XRM” has become more commonplace in the market, with the “X” indicating the management of ANY relationship beyond customer relationships.

Authored by Terry Kerscher - Partner - Wipfli's Microsoft Dynamics CRM Team

Microsoft Dynamics CRM 2011 Update Rollup 3

Fri, 29 Jul 2011 00:00:00 GMT

The Power of Microsoft Dynamics CRM 2011, Convergence 2011

Sat, 09 Apr 2011 00:00:00 GMT

Microsoft Dynamics CRM 2011 Online Released!

Fri, 28 Jan 2011 00:00:00 GMT

Predictions for Packers vs. Vikings/Favre IV - via a Quick Microsoft Dynamics CRM 2011 XRM Solution

Mon, 15 Nov 2010 00:00:00 GMT

Predictions for Packers vs. Vikings/Favre III - via a Quick Microsoft Dynamics CRM 2011 XRM Solution

Tue, 19 Oct 2010 00:00:00 GMT

Leveraging the Microsoft Dynamics CRM Online Bulk Update and Export Tool available on Codeplex

Fri, 08 Oct 2010 00:00:00 GMT

Microsoft Dynamics CRM Update Rollup 13

Mon, 27 Sep 2010 00:00:00 GMT

Microsoft Dynamics CRM Customer Portal Accelerator Update

Fri, 20 Aug 2010 00:00:00 GMT

Microsoft Dynamics CRM Update Rollup 12

Mon, 02 Aug 2010 00:00:00 GMT

Wipfli receives Microsoft Dynamics Inner Circle and President's Club designation for 2010

Wed, 14 Jul 2010 00:00:00 GMT

Wipfli Microsoft Dynamics CRM team members attending and presenting at upcoming conferences

Fri, 02 Jul 2010 00:00:00 GMT

Microsoft Dynamics CRM Update Rollup 11

Fri, 04 Jun 2010 00:00:00 GMT

Wipfli's Green Bay office celebrates 100th anniversary

Tue, 25 May 2010 00:00:00 GMT

One Reason to Apply Microsoft Dynamics CRM Update Rollup 10: Postal Codes in Outlook Business Cards

Fri, 14 May 2010 00:00:00 GMT

Microsoft Dynamics CRM Update Rollup 10

Fri, 16 Apr 2010 00:00:00 GMT

Parameters turn ordinary SSRS Reports into a dynamic analysis tool

Fri, 09 Apr 2010 00:00:00 GMT

One of our favorite Microsoft Dynamics CRM Outlook Client idiosyncrasies - aka Local Data Group User Error

Fri, 26 Mar 2010 00:00:00 GMT

Importing Microsoft Dynamics CRM Customizations / Solutions Gotchas 101

Fri, 12 Mar 2010 00:00:00 GMT

Friendly reminders about applying Microsoft Dynamics CRM Update Rollups

Fri, 26 Feb 2010 00:00:00 GMT

Random Top of Mind Microsoft Dynamics CRM Thoughts, Gotchas, News

Fri, 19 Feb 2010 00:00:00 GMT

Microsoft Dynamics CRM Update Rollup 9

Fri, 12 Feb 2010 00:00:00 GMT

Importing external data with the November 2009 Service Release for Microsoft Dynamics CRM Online

Fri, 08 Jan 2010 00:00:00 GMT

How the Experlogix Configurator can help to simplify your Microsoft Dynamics CRM sales process

Mon, 04 Jan 2010 00:00:00 GMT

Some general observations on Microsoft BI 2010

Mon, 28 Dec 2009 00:00:00 GMT

Microsoft Dynamics CRM Update Rollup 8

Mon, 21 Dec 2009 00:00:00 GMT

Integrating Microsoft Office Excel with Microsoft Dynamics CRM

Wed, 16 Dec 2009 00:00:00 GMT

UPDATE: Issue with tracking emails with large attachments in Dynamics CRM post Rollup deployment

Wed, 09 Dec 2009 00:00:00 GMT

Issue with tracking emails with large attachments in Dynamics CRM post Rollup deployment

Thu, 03 Dec 2009 00:00:00 GMT

Minnesota and Northwestern WI Microsoft Dynamics CRM User Group - 1/27/10!

Wed, 25 Nov 2009 00:00:00 GMT

Microsoft Dynamics CRM Online Service Update: November 2009 (R4)

Fri, 20 Nov 2009 00:00:00 GMT

Portal Integration Accelerator for Microsoft Dynamics CRM

Fri, 13 Nov 2009 00:00:00 GMT

Microsoft Dynamics CRM Update Rollup 7

Mon, 09 Nov 2009 00:00:00 GMT

Release of the Microsoft Dynamics CRM Social Networking Accelerator for Twitter - Understanding the Value

Wed, 04 Nov 2009 00:00:00 GMT

Predictions for Packers vs. Vikings/Favre II - via a Quick Microsoft Dynamics CRM XRM Solution

Fri, 30 Oct 2009 00:00:00 GMT

JUST RELEASED! – New Microsoft Dynamics CRM Adapter for Microsoft Dynamics GP Simplifies CRM 4.0 to GP 10.0 Integrations

Fri, 23 Oct 2009 00:00:00 GMT

Unable to Track Email in Microsoft Dynamics CRM 4.0 for Outlook Client

Tue, 20 Oct 2009 00:00:00 GMT

Microsoft Dynamics CRM 4.0 Workflow Limitations and Solutions

Wed, 14 Oct 2009 00:00:00 GMT

Predictions for Packers vs. Vikings/Favre I - via a Quick Microsoft Dynamics CRM XRM Solution

Mon, 05 Oct 2009 00:00:00 GMT

Wipfli's Microsoft Dynamics CRM User Group Meetings Follow Up: Social Networking & Media Integration with Microsoft Dynamics CRM

Thu, 24 Sep 2009 00:00:00 GMT

Wipfli's Microsoft Dynamics CRM User Group Meetings

Fri, 18 Sep 2009 00:00:00 GMT

Brett Favre and Microsoft Dynamics CRM

Wed, 09 Sep 2009 21:00:00 GMT

Microsoft Dynamics CRM Adapter for Microsoft Dynamics GP Beta

Fri, 04 Sep 2009 21:00:00 GMT

Microsoft Dynamics CRM Update Rollup 6

Mon, 31 Aug 2009 00:00:00 GMT

Event Management Accelerator Foray

Mon, 24 Aug 2009 00:00:00 GMT

Construction & Real Estate Solution for Dynamics CRM Webinar recording available online

Tue, 18 Aug 2009 10:00:00 GMT

Creating a CRM 4.0 test/training organization from your production organization

Wed, 12 Aug 2009 23:45:00 GMT

Real Estate Development and Property Management Solution Webinar

Tue, 04 Aug 2009 13:55:00 GMT

Microsoft Dynamics CRM Update Rollup 5

Fri, 31 Jul 2009 12:30:00 GMT

Detailed information on the release of Microsoft Dynamics CRM 4.0 Update Rollup 5.

Joining the Blogosphere at an Interesting Time in the CRM/XRM Space

Wed, 22 Jul 2009 00:00:00 GMT

Wipfli’s Microsoft Dynamics CRM team officially joins the blogosphere at an interesting time – both in the CRM/XRM space and economically.