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Newsletter: Perspectives on Power Platform
Company: Niiranen Advisory Oy
Storified: Microsoft Dynamics CRM R8 and beyond
[View the story “Microsoft Dynamics CRM R8 and beyond” on Storify]
Jukka Niiranen
Power Platform Advisor, Owner at Niiranen Advisory Oy. Microsoft Business Applications MVP since 2013. CRM geek since 2005. Craft beer aficionado. Original techno junkie. Dad.
Activity view default filter, missing due dates and how to modify the filter
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…
Make CRM Activity Feeds easier to follow by creating custom groups
The functionality of the new Activity Feeds feature introduced in CRM Online R7 / CRM 2011 Update Rollup 5 is built around the concept of following specific records. This allows a very granular level of control for the users to…
Power of Choice or the Legacy of Outlook?
The first selling point advertised for Dynamics CRM in almost any context is the user interface familiarity of Office users and the seamless integration to Outlook. Compared to other CRM applications, the feature set available in the Dynamics CRM 2011…
Connections don’t merge, so be careful with duplicate records
Update 22.3.2012: this has now been fixed in Update Rollup 7 for Microsoft Dynamics CRM 2011 (KB 2600643). Go and get the file here, unless you’re using CRM Online. Connections are a nice new feature in Dynamics CRM 2011 that…
CRM 2011 Data Import Wizard in practice
Data migration typically isn’t the most joyful part of a CRM implementation, but you really need to pay attention to carefully importing all the relevant customer data it if you want the users to adopt the CRM system as an…
Activity Feeds are here, so “What’s New” in CRM then?
It’s been nine months since Microsoft Dynamics CRM 2011 was released. Given the large number of new features and functionality included in the new version, I’m sure many organizations have been able to keep themselves busy with thinking about how…
Know your application: the MB2-868 exam for CRM 2011
You pass! That’s a sight for sore eyes after staring at 75 grey screens full of Microsoft Dynamics CRM 2011 Applications certification exam questions for almost 2 hours. I received 750 points out of the required 700 minimum, so not…
Enterprise gone social – how will CRM fit in?
Call it a revolution, call it a bubble, call it what you want. One thing is for sure: social networks are not going away. Even though it still remains important to be able to manage and measure your sales funnel…
First preview of Dynamics CRM Q4 2011 Service Update (and more)
There’s an immense amount of product news coming up from the WPC 2011 conference, due to the sheer size of Microsoft’s portfolio of different product lines. Luckily also Dynamics CRM had its 15 minutes on the WPC keynote stage and…