Although this excellent article by Vjekoslav Babic is written from the ERP and MS Dynamics NAV perspective, the same list holds true for the CRM side as well: Top 7 reasons why to avoid (much) customization Regressions can be tricky…
After performing the basic installation of MS CRM, you will have a system that contains the default entities with all their fields, forms and so on. The next step will be to modify the entity customizations to suit the business…
One of the integrations implemented for our CRM environment includes a feature that writes entries to a dedicated Error Log entity. This can be a convenient way to provide the end users access to error notifications, when the process itself…
As promised in my earlier post, here are some notes I wrote down during Convergence 2008 EMEA. In my opinion, the best session was “Enterprise Scalability and Performance with Microsoft Dynamics CRM 4.0” held by Amir Jafri. Not so much…
Documenting what your CRM environment looks like and what changes you’ve done to it can be such a drag. Compared to how fast you can perform and publish customization changes in Microsoft CRM, writing it all down and communicating it…
This was the first time I attended Microsoft’s Convergence, the conference for their Dynamics product family. The event turned out to be quite a positive experience. Sure, there was more than enough marketing hype for MS products, but it certainly…
One of the prominent features of Microsoft CRM’s user interface is that all records are opened into a new pop-up window. While this does make navigation quite consistent throughout the different areas of the application, the downside is that it…
Reinventing the wheel rarely produces a perfectly round object. This is also the case with Microsoft’s attempt to enhance the basic operation of downloading a file from a website. If you have Software Assurance for Microsoft CRM, then you will…
In my working team we’ve only recently started to use Microsoft CRM 3.0 for organizing our own work. The CRM system has been already rolled out to 200 users globally, but these databases have been reserved solely for end customer…
Matt Witteman, an MS CRM MVP, posted a nice wish list of 14 improvements that he would like to see in the product. Out of all these, I agree with almost all of them and would take them up on…
