Tuesday, November 17, 2015

XrmRichTextEditor component released

Hi all!
I'm proud to present you XrmRichTextEditor!

XrmRichTextEditor is a free component for MS CRM which allow you to write HTML code in a WYSIWYG editor. It's based on CKEditor.
Go to the Wiki to get started!
Go to the Release page to download the solution for CRM 2015!

Share it :) !

Download my other component : XrmSignature.


Monday, November 9, 2015

XrmSignature component released

Hi all!
I'm proud to present you XrmSignature!
XrmSignature is a free component for MS CRM which allow you to sign records.
Go to the Wiki to get started!
Go to the Release page to download the solution for CRM 2015!

Share it :) !

Tuesday, November 3, 2015

Introduction to Resco Mobile CRM

Have you already been confronted to mobility issues ? Of course Microsoft offer phone and tablet app and, obviously, the CRM for Outlook plugin.
At this time, only the CRM for Outlook plugin offer real offline capabilities. It does a great job, and even more with the last update.
However, we can all concede that the UI is not tablet/phone friendly! This is why I will introduce you to Resco Mobile CRM for Dynamics CRM.
Resco home screen

Where are gone my users ?

You are new on CRM 2015 (or online) and you want to assign to your user security roles ?
You go in Settings > Administration but you can't find the user management ?
Indeed, all the security and hierarchy related administration items have moved to the new, wait for it... Security section !
In this page you'll find :
  • Users
  • Teams
  • Security Roles
  • Business Units
  • Field Security Profiles
  • Hierarchy Security new!
  • Positions new!
  • Access Team Templates