RSMUS.comAuthor Archives for Steve Trefz
Dynamics 365 Customer Engagement, Microsoft
Microsoft Dynamics CRM Online/Dynamics 365 Customer Engagement Online FetchXML Filter “In” Parameter
Issue Explanation When writing FetchXML to use as a data source for a custom report, a nice place to get...
Dynamics 365 Customer Engagement, Microsoft
Microsoft Flow Functionality and Use Cases
Microsoft Flow is a new workflow engine that was released in 2017. Flow has many connectors to many different applications...
Dynamics 365 Customer Engagement, Microsoft
Microsoft Dynamics CRM and Resco Mobile CRM: Using Dynamic Map Pins
Recently, I worked on a new Resco implementation for one of our clients. During UAT, their end users saw a...
Dynamics 365 Customer Engagement, Microsoft
Microsoft Dynamics CRM And Resco Mobile CRM: Using Global Maps and Location Services
Resco Mobile CRM (Resco) has a Global Maps area that can be added to the home screen. When adding the...
Dynamics 365 Customer Engagement, Microsoft
Dynamics CRM Security Roles and Removing Quote Products
If you have ever wanted to restrict a user’s ability to remove a quote product from a quote you may...
Dynamics 365 Customer Engagement, Microsoft
Microsoft Dynamics CRM FetchXML Link Entities
Anyone who develops reports in Microsoft Dynamics CRM Online knows that the data sets have to be written in FetchXML;...
Tips to Ensure User Adoption of Microsoft Dynamics 365
The key to any successful business application implementation, Microsoft Dynamics 365 included, is user adoption. I have found that user...
Dynamics 365 Customer Engagement, Microsoft
Fully Utilizing the Business Process Flow in Microsoft Dynamics CRM
Business process flows (BPF) have been around since Microsoft Dynamics CRM 2013 and conditional branching was added to business process...
Dynamics 365 Customer Engagement, Microsoft
Using FetchXML to Access User Information from the Resources Party List
I was recently tasked with creating an SSRS report for an organization with Microsoft Dynamics CRM 2015 on-premise. The report...
Dynamics 365 Customer Engagement, Microsoft
Microsoft Dynamics CRM 2015: Finding Inactive Accounts
One of our CRM 2015 Service Pack 1 clients has recently begun to clean their data by merging duplicate account...