Posts from July 2015

Clone and Update Invoices with Dynamics CRM Snapshot

Automatically Update Cloned Records with Output Parameters

With our latest release of Dynamics CRM Snapshot we introduced Output Parameters. This new feature gives you the...

CRM Snapshot 3D is Here and It’s Going to Blow Your Mind!

UPDATE: Check out CRM Snapshot 3D Audit Restore now available! The latest release of Dynamics CRM Snapshot is now...

CRM Snapshot Known Issues, Fixes and Workarounds

Below is a list of known issues, fixes and workarounds for current and previously released versions of...

Run Deep Rollback from CRM Snapshot Record

Now that you've set up your Deep Backup Workflow, you may have a contact with sales information you want to preserve....

Configurable Deep Clone Setup with CRM Snapshot

Creating a configurable Deep Clone is almost identical to set up of a Configurable Deep Backup. The difference in setup...

Configurable Deep Backup Setup with CRM Snapshot

If you are trying to configure a deep backup in order to backup your organizations contact records, but also need...

AMS and CRM: Definitions and Differences You Need to Know

Whether you are a career association executive or new to the association world, you have probably seen a lot of debate...

AMS vs CRM for Associations: Which is Best?

One of the biggest questions in the association world today is should I use an association management system (AMS) or a...

Insider look at Dynamics CRM Online vs On-Premise

If you’ve decided that Microsoft Dynamics CRM is the best solution for your organization, great choice. If you’re...