Henry Lin, Author at FMT

Tracking and Reporting Projects using Office 365 and Project Online

Did you know Office 365’s tools can make your PMO run more efficiently?

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    Microsoft Dynamics CRM, Microsoft Dynamics 365

    Still on Microsoft Dynamics CRM 20something?

    If your organization is currently running an on-premise or hosted CRM deployment, it’s seriously time to start planning the move to Dynamics 365 on the Microsoft Cloud. Here are three reasons why the cloud version of CRM makes sense for you: You don’t want servers anymore If you’ve ever stood up an on-premise version of…

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    Microsoft Dynamics CRM

    Considering an Alternative to Email Notifications in Dynamics CRM Using Microsoft Flow

    One of the most common requirements that I’ve encountered across all of my CRM implementations is the need for automatic e-mail notifications. That is, upon the trigger of various events, such as creation, status change, or deletion of an Account, Contact, or Opportunity, appropriate users in the organization need to receive an automatic e-mail notification….

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  3. Microsoft Dynamics CRM

    What is Dynamics xRM?

    The Information Technology field is crawling with acronyms, and it can often be challenging to make sense of all of it. Once you feel comfortable with an acronym like CRM, the industry introduces a new term like xRM that has you scratching your head all over again. For the purpose of this blog, we are…

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  4. Microsoft Dynamics CRM

    Microsoft Dynamics CRM Portal Development: Setting up a GridView Control

    Preface At a high level, the implementation of a Microsoft Dynamics CRM Portal allows for data from non-CRM users to interact with data from the Dynamics CRM System via a public website. Please see our guide to portal development for Microsoft Dynamics CRM to learn more about the essentials of developing a portal solution for…

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  5. Microsoft Dynamics CRM

    Using Out-of-the-Box Field Level Security to Apply Security to Business Process Flows in Dynamics CRM 2013

    Business processes in Microsoft Dynamics CRM 2013 are great out-of-the-box, but there are also a few things that we can do in terms of extending the functionality of the stages with some customizations. In this blog I’ll show how to use out-of-the-box field level security to apply security to business process flows in CRM 2013….

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  6. Microsoft Dynamics CRM

    Business Process Flows in Dynamics CRM 2013: Hiding/Showing a Section Based on the Current Stage

    Business processes in Microsoft Dynamics CRM 2013 are great out-of-the-box, but there are also a few things that we can do in terms of extending the functionality of the stages with some customizations. In this blog I’ll show how to conditionally hide/show a business process flow section based on the current stage. For example, let’s…

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  7. Microsoft Dynamics CRM

    A Quick Introduction to Business Process Flows in Microsoft Dynamics CRM 2013

    What are Business Process Flows? Business Process Flows in Microsoft Dynamics CRM 2013 are a new and powerful addition to the Processes section that helps visualize the necessary steps in a business process. From MSDN: A business process flow guides you through various stages in the business process, from start to finish. …..The process flow…

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  8. Microsoft Dynamics CRM

    Improving Performance with Access Teams in Microsoft Dynamics CRM 2013 – a How-to Guide

    Introduction Access Teams is a new addition in Microsoft Dynamics CRM 2013 that brings along a new way to define privileges and permissions for entities in CRM. Prior to Microsoft Dynamics CRM 2013 (in CRM 2011), security roles were the only means by which privileges were defined for entities. These privileges— Create, Read, Write, Delete,…

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  9. Microsoft Dynamics CRM

    Step-by-Step Guide to Portal Development for Microsoft Dynamics CRM

    The Challenge Oftentimes in the world of Dynamics CRM, the need arises for non-CRM users to gain access to CRM data. A common solution is the implementation of a web portal which allows these users to perform certain actions on applicable CRM data. Microsoft offers two portal solutions: the Customer Portal and the Partner Relationship Management…

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