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…
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…
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…
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…
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…
One of the more powerful features of Microsoft Dynamics CRM has to be the Advanced Find tool. What may initially seem like an intimidating maze of menus to a new Dynamics CRM user unfamiliar with the underlying data model, Advanced…
Just a quick note to all the readers of my blog regarding a new post I wrote for MSDynamicsWorld.com on how existing customers can start preparing for the upcoming release of Orion, the next version of Dynamics CRM. That is…
North52 Formula Manager is a very interesting solution that promises to simplify the process of customizing and extending Dynamics CRM by offering a graphical toolkit to implement custom business logic that would otherwise require developing plug-ins in C# or adding…
A significant share of Dynamics CRM systems tend to be implemented for B2B sales scenarios. In the age of social selling, digging up information about the person you’re about to call will quite often involve looking up his or her…
In addition to the shared development and test CRM servers at the office, I like to run my own personal CRM sandbox that allows me to test any applications, configurations and updates without having to worry about affecting any of…
