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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…
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…
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…
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…
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…