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…
A very frequent requirement that customers present for their CRM system functionality is that they will get automatic reminders from it when an item recorded into the database requires their attention after a specific date is reached. This might be…
Sometimes a data model that is perfectly valid on a logical level does not enable the system end users to actually leverage the data stored in it. One example of such a design is the way Microsoft Dynamics CRM handles…
The ability to get your CRM contacts automatically synchronized to your Outlook address book and mobile phone is a very handy feature in Microsoft Dynamics CRM. Why would you ever manually dial the phone numbers of your customers when you…
