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If you’re using Dynamics CRM Online without direct access to the underlying SQL Server database, there may have been a few occasions when you’ve wished for more flexible options for reporting and customer data analytics than what is possible via configuring CRM…
A few people have asked me for recommendations on what books they should get if they want to learn about the ins & outs of the current Microsoft Dynamics CRM 2013 version. Even though there’s a wealth of blog articles out…
When it comes to commercial software, there’s often times a difference between what the engineering department calls their product versions and how the marketing department decides to label the product for the end customers. For example, after Windows 3.1 the…
In celebration of receiving my second Microsoft Dynamics CRM MVP award today (thanks to the whole #MSDYNCRM community for your support!), I’m publishing an article series on the Microsoft Dynamics CRM 2013 Customization and the Platform Evolution. For the regular…
If you mostly work with configuring the Microsoft Dynamics CRM solutions via the customization UI with its graphical point & click tools instead of writing custom code in Visual Studio, you may not keep such a close eye on the…
In my previous post about the new functionality included in CRM 2013 SP1 / Spring ’14 release I laid out the big picture of how case creation and routing rules relate to cases and queues in Dynamics CRM. Now it’s…
Last week I presented in a webcast for MSDynamicsWorld.com on the topic of “Microsoft Dynamics CRM 2013 Customization and the Platform Evolution”. If you weren’t able to attend this live event, then have no fear, because it has all been…
The latest Dynamics CRM Online Spring ’14 release is now rolling out to existing and new customers (starting from the US data centers) and the on-premises equivalent of CRM 2013 Service Pack 1 will soon follow is now available from…
On Thursday, 22nd of May, I’ll be delivering a one hour webcast on MSDynamicsWorld.com, the leading independent online publication covering all things Microsoft Dynamics. The topic of my webcast is “Microsoft Dynamics CRM 2013 Customization and the Platform Evolution”. Here’s…
Dynamics CRM is a great tool for making your business processes more quantifiable. Sure, you can maintain a list of your open sales opportunities in an Excel sheet and plan your customer meetings with your Outlook calendar, as many organizations…