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…
There’s been a huge level of interest towards my previous blog post on the updated user experience in the next Dynamics CRM version, codename Orion. A wealth of great comments have been added by #MSDYNCRM community members both here and on…
Post updated 2013-06-26: Hi there, thanks for your interest in Orion, the next version of Microsoft Dynamics CRM. You’ve probably arrived here by following a link that promised to show you what the user interface of the upcoming application release…
Here are some of the gotchas you can expect after switching to the new UI that is introduced in December 2012 Service Update, known by the friendly name “Polaris” release. I previously compiled a summary of the changes in the…
