Despite of the recently refreshed user interface of Dynamics CRM 2013 that offers a much more fluid user experience than previous versions, there are still areas in the application that are not very user friendly. Many of these revolve around…
CRM systems have a tendency to suffer from an increasing amount of entropy as time goes by. Not only does the rate of accurate information available from them decrease as data quality decays over time (especially if no one’s in…
Long before a company has any CRM system in place they will already have a bunch of customer facing activities like emails and appointments in the personal mailboxes and calendars of their employees. Once a CRM system is implemented, these…
The annual festivities of the Microsoft Dynamics Convergence event in the US have now been completed for the year 2014. This means that the outline for upcoming releases in this calendar year have also been presented to the 12K attendees…
Multitasking isn’t necessarily the most efficient working method for us humans with only a very limited capacity for concurrent threads in our CPU. The reality however is that the days of an information worker are filled with a never ending…
Today I was working on upgrading the customizations of a CRM 2011 org to CRM 2013 forms and restructuring the layouts to fit the new UI. This environment had a custom entity called “Travel Information”, which was used for storing…
CRM 2013 introduced the first big change in the navigation logic of Dynamics CRM since version 3.0 in 2005. We went from a hierarchical, popup window driven UI with many ERP-ish menus to a more modern experience of a single…
Now that Power BI has hit the GA milestone (general availability), I decided to spin up a trial subscription for it and get familiar with the tools that it offers. My previous experiment with connecting to CRM Online OData feed with…
Unfortunately I wasn’t able to attend the eXtremeCRM event in Barcelona this year (“the Woodstock for CRM Rockstars”), but I’ve been keeping an eye on the buzz in Twitter around the #eXtremeCRM hashtag. Although it’s not exactly the same as…
The user interface of Dynamics CRM has been cleaned up quite a bit in the latest 2013 version. The number of buttons visible to the user has been greatly reduced in the browser client. Another significant change from a usability…
