Multi Search enables you to perform one search that simultaneously looks across all of Dynamics CRM data or your own collection of record types (entities). Users can define their own personal searches while administrators can crate global search definitions. Decide what fields to search against, how results should be displayed or simply use Quick Find setting already defined in your organization.
Microsoft Dynamics CRM 2013 related articles, documentation and software
Price List Utilities when used by non admin users displays "License initialization failed. Product will run in Trial Mode." error message.
Activities Mass Update for Microsoft Dynamics CRM 2013 is an add-on for Microsoft Dynamics CRM that allows you to close several activities at the same time or change existing Status Reason for the previously closed activities. Standard Dynamics CRM functionality allows you to to close only one activity at a time.
Organization Structure for Microsoft Dynamics CRM 2013 is an add-on application specially designed for Microsoft Dynamics CRM.
This add-on allows you to fully visualize the accounts, sub-accounts, contacts and sub-contacts hierarchy (presented as a tree view). This can be especially useful when working with customers who have multi-level account / contact structure. And you can decide whether you want to see just accounts or contacts, or both. Inactive entities can also be included.
Activities Summary for Microsoft Dynamics CRM 2013 is an add-on application specially designed for Microsoft Dynamics CRM. It provides a complete view of customer history. It allows you to view completed, cancelled and open activities in one screen. Viewing all relevant information in one place helps to perform daily tasks even more quickly and efficiently. Setup preferences are kept per user to allow each person to display information according to their needs.
Copy Tool for Microsoft Dynamics CRM 2013 simplifies creation of sales documents in the Dynamics CRM. You can create a new document by copying information from the selected document. When using a copy function you can specify what information should be copied to the new record. All custom fields are copied by default.
You can use Copy Tool to duplicate following records:
Import Tool for Microsoft Dynamics CRM 2013 is a powerful application specifically designed to simplify the data import to Microsoft Dynamics CRM. It allows you to import or update all core entity types, all elements of Product Catalog or any custom entities. With the Import Tool you can:
Price List Utilities for Microsoft Dynamics CRM 2013 is an add-on application specially designed for Microsoft Dynamics CRM.
With its intuitive wizard driven interface you will be able to:
- add new price lists to multiple products
- update pricing information globally (by percentage or fixed amount)
- copy price lists from one product to multiple products
- remove price lists
- import or update price lists from a flat file
And all of it requires just few simple steps, available directly from Microsoft Dynamics CRM interface.
Yes you can schedule weekly or monthly imports using Import Tool. You can use Windows built in task scheduler (Control Panel -> Scheduled Tasks) together with Import Tool command line version (ImportToolCmd.exe; you can find it in the same directory where Import Tool was installed to).