Posts Tagged 'how-to'
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Posted @ 2/11/2013 11:08 AM By Geoff Ables
As a company that provides customer relationship management (CRM) services, we’re big advocates of using your CRM system to track and approve sales commissions. But sometimes it can be impractical to do this. This is particularly true in comp...
Posted @ 1/29/2013 9:21 PM By Doug Allen
On a recent project, I hit an issue with databases that was interesting. We were restoring a lot of databases over to a development environment from production, as well as the managed metadata database. I had gone through the whole deal, backed up the dat...
Posted @ 10/11/2012 11:48 AM By Doug Allen
If you're unsure what ULS logs are or what they're used for, please see my previous post where I cover the basics. On a recent project, I was adding a new server to a SharePoint 2010 farm. After the join was completed, I went to go review the ULS logs to ...
Posted @ 9/30/2012 8:13 PM By Doug Allen
I recently had a client that wanted to change the default text that appears in all search boxes. By default it shows “Search this site…” and the client wanted it to be a little more customized to their environment. It turns out this is very simple to acco...
Posted @ 6/26/2012 10:58 PM By Doug Allen
I wanted to share this quick tip with PowerShell. Many times, we need to have an easy way to find the configuration database, and like a good SharePoint administrator, you want to try and use PowerShell. I have come across other blogs here and others that...
Posted @ 1/31/2012 1:15 PM By Geoff Ables
E-mail templates are a great feature available in Dynamics CRM. When Microsoft introduced the ability to access them directly from within Outlook in CRM 2011, it became even more efficient to quickly grab a template for any outgoing email. In ...
Posted @ 1/31/2012 10:37 AM By Doug Allen
There are numerous cool new features in SharePoint 2010, and I’ve found that integrating them into custom solutions are not always straightforward. I found this to be true with ratings as well. Ratings are one of the new social tagging features that gives...
Posted @ 1/30/2012 11:10 AM By Geoff Ables
When reviewing a lead, account or contact prior to a sales call, it is always helpful to have as much context about a company prior to making the call. Putting a Twitter feed on the CRM record for a lead can put this information in a place where i...
Posted @ 11/8/2011 9:27 PM By Doug Allen
Even if you’ve planned your SharePoint project properly, or it might be years later, you need to rename your SharePoint 2010 server. This quick tip covers this on SharePoint 2010 which is a much cleaner experience than it was in 2007. There is an STSADM s...