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CRM ADOPTION: An Organizational Change Management Framework

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TopLine Strategies has published a white paper titled, “CRM ADOPTION: An Organizational Change Management Framework.” The publication is intended to help companies implementing CRM to design and execute an effective CRM user adoption plan. 

CRM Adoption Abstract:

Dynamics CRM: Add Items to an OptionSet

While working in Dynamics CRM, I needed to add several options to a few different optionsets on the Lead entity. Adding the options isn’t difficult, but can be tedious and repetitive, so I didn’t want to do it manually. I decided to leveraged the CRM SDK and used a LINQPad query to populate the optionset as shown in Figure 1.

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