Microsoft Dynamics CRM

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The Strength of Microsoft Dynamics CRM & Electronic Medical Records

Posted: Jun 29th, 2016

Working with our large number of healthcare focused customers, we often come across EMR (Electronic Medical Records) systems. Many EMR solutions exist in a very competitive marketplace, with some leaders, such as Epic, Cerner, and GE, anchoring the larger enterprise EMR solutions and companies, such as Athena and CareCloud, providing cloud-based EMR solutions focused on the smaller practices and hospitals.

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Lets Get Technical | CRM Import Error-Colum Heading Invalid Combination of Data Delimiters

Posted: Jun 14th, 2016

Things are about to get technical! We love helping our customers and other Microsoft Dynamics CRM users have a smooth experience with their solutions, in this blog I talk about a recent error I found and how to approach it. Enjoy!

Recently I was importing records into a custom entity and ran into the following error attempting to upload the CSV data file of Zip Code data.

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How To: Change Theme and Add Logo in Microsoft Dynamics CRM

Posted: Jun 6th, 2016

Another exciting new features in Microsoft Dynamics CRM is the fact that we can finally change the theme of our environment to make it more personal. Some people don’t notice the little things like this, but for other users that are more visually-oriented, it is a pretty big deal. (See what I did there? Pretty?) Anyway, let’s get started - I'm using Clothing 4 Kids as our non-profit organization example.

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Microsoft Dynamics CRM 2016 Spring Release | Delivering Exceptional Customer Experiences

Posted: May 17th, 2016

As a great Minnesotan once said: times, they are a changing. The seasons are changing, and with that comes a new release with great functionality from Microsoft Dynamics CRM.

Continue reading to hear what Microsoft has to say about the upcoming release and to learn about the features our customers are looking forward to.

Microsoft Dynamics CRM Spring 2016 Wave Release Preview Guide Introduction from Microsoft:

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Help from our Consultants: Prevent a Scribe Insight server from accessing a production CRM organization

Posted: May 10th, 2016

If you ever set up a Test or development Scribe Insight server, you may need to ensure that you or someone else in your organization doesn't accidentally setup or run an integration and update data in your production Microsoft Dynamics CRM Environment.

A quick and easy way to do this is to utilize a method of redirecting the CRM URL to the Scribe Insight server address (this assumes that you are either connecting to a Microsoft Dynamics CRM Online server or have Microsoft Dynamics CRM On-Premise installed on a separate server than what Scribe Insight is installed on).

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2016 Nonprofit Technology & Communications Conference | Did you receive the registration alert!?

Posted: Apr 6th, 2016

We didn’t receive the procrastination, registration alert because we’re all signed up and ready to meet you in booth #406. Join us at the 2016 Nonprofit Technology & Communications Conference on April 12 at the Hyatt Regency in Minneapolis, MN.

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Create a Custom Entity such as "Property Listings"

Posted: Feb 15th, 2016

Microsoft Dynamics CRM has a ton of pre-built (most used) entities, such as Account, Contacts, Opportunities, and Cases. However, sometimes you need your environment customized even further to meet your needs. For instance, if you own a residential business and would like to track property listings in your CRM you could do this by creating a custom entity. Let me show you how.

To create a custom entity, follow the steps below:

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Learn how to create a dashboard in Microsoft Dynamics CRM 2015

Posted: Feb 2nd, 2016

Dashboards provide a user with an overview of data at a glance, such as the dashboard of a car. One of the first things I did when I started using Microsoft Dynamics CRM is create my own personal dashboard to help me visualize the data I utilize on a day-to-day basis. There are several default dashboards available (discussed in my “Microsoft Dynamics CRM 2015 Spring Release: Default Dashboards” blog), but I would recommend creating a personal dashboard and filling it with the main components in which are utilized and familiar to you.

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