Reassigning records in Microsoft Dynamics CRM can be useful, especially when a user of an organization decides to leave. What is not useful is when the process built into CRM fails to do so. This process can fail for a number of reasons including a process timing out, the process getting stuck on the “Reassigning records…” dialog, or third party code preventing such a thing from happening (if you own your product, this is actually a known bug depending on what version you are on). Rest assured – there is a simple solution to this, even though it’s not “supported” by Microsoft (it hasn’t caused any problems for current customers that need us to do this for them). This solution will only work for people who are using an On-Premise version of CRM and have direct SQL access.Read More
If you’ve never attended the eXtremeCRM innovation challenge and you’re wondering what it’s like or whether you’re cut out for it, I can tell you it’s one of the most worthwhile things you’ll do as a CRM developer in your career.
Here’s a rundown of my experience:
Earlier this year, my colleague Chris published an article about how associations are getting the process wrong when they search for new association management software (AMS).
Often times, he wrote, an association won’t perform due diligence prior to blasting out a request for proposal (RFP), even though most vendors publish a wealth of information online that will allow you to get a basic rundown of their offerings. This due diligence will allow you to eliminate most of the vendors that don’t meet the basic requirements you seek -- such as offering a responsive member portal or expertise migrating data -- and save a lot of wasted time in the process.Read More