We’ve come to part 3/3 in the Smarter Sales Process article trilogy. In the earlier posts we talked about customizing the lead qualification process and using calculated fields for opportunity estimated revenue, to get more out of Dynamics CRM 2015 than…
It’s time for part 2 in the Smarter Sales Process article trilogy. As described in my previous blog post about lead qualification process customization, this content is taken from my MSDynamicsWorld.com webcast titled “A Non-Developer’s Guide to Smarter Sales Processes…
This is the first part in an article series where I’ll be presenting a few customization tips & tricks that you can use in Microsoft Dynamics CRM 2015 to enhance the functionality used in a typical sales process. The content…
If you’re working with Microsoft Dynamics CRM then I bet you’ve had a busy spring so far! At least I have, due to the great buzz around the CRM ecosystem and an ever growing demand for customer solutions that leverage…
Hey, did you notice what happened in Atlanta last week? Yup, it was again that time of the year when the Dynamics CRM & ERP crowd gathers together at Microsoft Convergence. Instead of packing my bags and hopping on a…
In an earlier post I demonstrated how you could leverage the new Rollup Fields feature of Dynamics CRM 2015 to summarize the behavior of your customers and produce interesting metrics that could be used for targeting your sales activities towards…
When you spend your days working closely with an application like Dynamics CRM, such as when customizing or developing solutions for your customers, your mind will often times be working much faster than the application. You know exactly which feature…
In an earlier blog post in December, I described one use case for the new Rollup Fields feature introduced in Microsoft Dynamics CRM 2015. This example involved rolling up data from email events tracked via ClickDimensions and summarizing this on…
We have moved! The Surviving CRM blog has a new domain, a new host server and even a slightly modified blog theme. Previously hosted at my personal domain’s subfolder , the blog can now be found simply by typing in the…
Around one year ago Microsoft introduced the capability to access CRM Online data via Power Query, one of the client side components of the Power BI suite. More precisely, the capability to authenticate with the already existing CRM OData feeds…
