Dynamics CRM is a great system for managing your customer data. “Alright, so can you tell me how do I upload all my customer document folders in here?” Well, you don’t. Or more precisely, you better not do it. You…
In addition to Surviving CRM, I also maintain a blog called Microsoft Dynamics CRM Links. However, it’s not an actual blog but rather my public bookmarking service for collecting interesting tools, solutions, add-ons, services and other sites that are related…
Duplicate detection rules in Dynamics CRM are an example of a configuration item that may often be active only in production environments. Since you don’t actively enter data into development or test environments, why bother thinking too much about them?…
Full disclosure: I didn’t actually physically attend Microsoft Convergence 2012 in Houston, Texas. However, that doesn’t mean you have to feel left in the dark, thanks to the immersive experience that is the social web of our times. With live…
Microsoft has released a YouTube video where Ruben Krippner talks you through the upcoming features of the Q2 2012 Service Update, a.k.a. Dynamics CRM R8. Since we already know much of the new release details through the Release Preview Guide,…
Improving internal collaboration has been the driving idea behind Dynamics CRM Activity Feeds. Even though the efficient usage of stream-like notifications may not be immediately obvious to users who’ve come to think of CRM data as permanent records presented in…
One great thing about Microsoft Dynamics CRM as a business application platform has been that it’s modern enough to have been born into the browser window from day one. With no legacy from the pre-web era, the product has been…
This is my first post on news and gossip that the eXtreme CRM 2012 Berlin conference brought to us. As there’s so many posts out there already that review the contents of the Q2 2012 Service Update (aka Dynamics CRM…
[View the story “Microsoft Dynamics CRM R8 and beyond” on Storify]
Certain entities that contain the activity roll-up feature, namely accounts, contacts and opportunities, are also equipped with a date filter that allows you to choose whether you want to see all the activities related to the record or just a…
