First the great news: Microsoft Dynamics CRM 2013 has been officially released today, on October 8th 2013! Not only can you sign up for a brand new Fall ’13 trial environment in CRM Online but you can also download the on-premises bits for the RTM release (build number 06.00.0000.0809). Here are the download links: Microsoft […]
History of Microsoft’s CRM Software
I recently read the news that Siebel had turned 20 years. Man, that is a respectable age for a CRM software product! Although its market share may have peaked 10 years ago already and today the discussion on the future of Siebel is now circling around the question of when will the last Siebel instance […]
Thank You, Readers!
Today Surviving CRM passed the 1,000 +1’s milestone on Google+. Wow! Thank you to all of you who’ve been reading the post over here on the blog or following the latest Microsoft Dynamics CRM news and links shared over at the Surviving CRM Google+ page. Even though I think the most immediate benefit from publishing […]
Your Essential Toolkit for Microsoft Dynamics CRM
You can do a lot with the configuration and customization toolkit that Microsoft Dynamics CRM offers. With the SDK and some lines of custom code, you can do almost anything. There in between lies the territory where the Dynamics CRM community is helping its members manage some of the commonly required tasks without the need […]
Dynamics CRM 2013 Finally Revealed
There were a couple of announcements made regarding the upcoming version upgrade of Microsoft Dynamics CRM (previously known as “Orion”) during the World Partner Conference 2013 event (WPC13) three weeks ago: 1) it was named as “Microsoft Dynamics CRM 2013 / Microsoft Dynamics CRM Online Fall ’13 (depending on your deployment model) and 2) the […]
How to Import Primary Contacts
The Import Wizard in Dynamics CRM can do a lot more than what may initially seem possible. I’ve covered some of these features in a previous article called CRM 2011 Data Import Wizard in Practice. Among these capabilities is the possibility of importing records to different entities that have multiple relationships connecting them in both […]
No-code Customizations with North52 Formula Manager, Part 3: Case Resolutions
In the previous articles (part 1 and part 2) we’ve explored how the North52 Formula Manager can be utilized in automating steps related to the sales process. This time we’ll be looking at a scenario related to service management, in an effort to make it easier to share knowledge and report on the resolutions of cases […]
MVP Award & Why Communities Rock
Today I received the following email: Wow! Quite an honor, I must say. Not so much for the MVP badge itself but for being recognized alongside all of the brilliant minds that have received the Microsoft Dynamics CRM MVP award before me. Thanks especially to fellow MVP Gustaf Westerlund for nominating me for the award! Also, […]
No-code Customizations with North52 Formula Manager, Part 2: Line Items
In a previous post I wrote about how the North52 Formula Manager solution can help you build some common customizations that would otherwise require writing Javascript for Dynamics CRM entity forms. The scenarios included: Setting default values for lookup fields Dynamically changing the field requirement level Displaying popup warnings Launching dialog process windows This time […]
Dynamics CRM Data Visualization with Excel 2013 GeoFlow
There are some great new features available in Excel 2013 that can take your Dynamics CRM data visualization onto a whole new level without the need to invest in new server infrastructure or build traditional OLAP cubes on your SQL Server. With the recent announcement of the GeoFlow Preview for Excel 2013, I decided to […]