Background

After my initial end user introduction to CRM, I found that CRM provides great User Interface customization and you may know about this. You can add tabs, sections, IFRAME, fields so that you're not bound to displaying a field at a specific place in a form.

In particular, IFRAME is great as any external page can be presented in it without browsing elsewhere or opening a new window, and SharePoint page is no exception. After providing URL to SharePoint site for an IFRAME, I realized that some of UI components on SharePoint page distract users. For example, SharePoint's top n ...

If you have found yourself in a situation in need to change the regarding on a promoted email message, but couldn't, this article is for you.

Changing Regarding on Promoted E-mails

When you initially promote an e-mail message to the CRM, you clicked 'Track in CRM', and hit the regarding button.  You select a client (or another entity record) from the lookup, but realize that the selected record was not the one intended.  In such a case, a closed e-mail activity is created under this client record.

To resolve ths issue, close the e-mail message, and from the main Outlook window, highlight the message, and click 'Track in CRM'.  This must ...

I watched a video last week by Brad Wilson, the GM for MS CRM.  One of his notes was that CRM is 30% technology and 70% business knowledge.  We've always believed our domain knowledge and experience in the financial services business was a big value add, but Brad confirmed it.  Great to hear we're on the right road