Entities like opportunity, case, order and invoice comes out of the box with a customer look that allows users to select between accounts and contacts. It is a very common request from customers to allow users to select only accounts or contacts. In CRM 2011 days, we used to set the defaultlookuptype to 1 for... Continue Reading →
Server-Based SharePoint Integration – CRM 2013
Microsoft Dynamics CRM Spring 2014 release has introduced a new approach to CRM and SharePoint integration that is the server-based SharePoint integration. It can be enabled only by using the web or Outlook client for Dynamics CRM. One very important thing with this update is that you cannot revert to the previous client-based authentication method... Continue Reading →
Power Platform Pulse 