Unitek’s New Free Microsoft CRM Add-on!

Unitek’s Microsoft CRM Training Team is pleased to announce that we have a new product for CRM 4.0 that we’re giving away! The add-on, Quick Activity, can be downloaded from our site here: Unitek Microsoft CRM Add-On

Quick Activity allows users to add History records with just a couple of clicks. It’s a nice alternative to the existing CRM activity, saving a few clicks per activity and quite a few clicks per day!

Come back to our blog soon and we’ll provide you another method of using the Quick Activity from the entity grid. This will let you create history records for an item without actually opening the record!

4 replies
  1. Unitek CRM Team
    Unitek CRM Team says:

    Hello Eric,

    We actually just tested it and it seems to be working fine, if you don’t mind please try downloading it on a different system, if you are still having issues please let us know.

    Thanks

  2. Louie Alvarez
    Louie Alvarez says:

    Downloaded your Add-On, followed the directions precisely, three times and still no button shows up on the forms. I added the QuickActivity to Accounts, Contacts & Leads, still nothing.

    The only thing I can think of is possibly my location: C:Program FilesMicrosoft Dynamics CRMCRMWebISVUnitekQuickActivity. Am I missing something from the instructions included?

  3. Unitek CRM Team
    Unitek CRM Team says:

    Hi Louie,

    Make sure you’ve enable custom buttons in CRM.

    You do this from Settings->Administration->System Settings. Go to the Customization tab and then to the Custom Menus and Toolbars section. Select the appropriate clients for your installation and then click OK.

    Restart CRM and you should see a lot of new buttons including our Quick Activity.

    Good Luck!

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