Since the beginning of time, meaning early days of MS CRM, we’ve grown accustomed to the fact that record fields in Dynamics 365 Customer Engagement can be presented either via entity forms or entity views. The entity form shows the editable fields of a single record, whereas the entity view gives us a list of […]
Configuring Custom Controls for Views in Dynamics 365 CE V9
The new Unified Interface that launched in v9.0 of Microsoft Dynamics 365 Customer Engagement gave us all the possibility to try out the next generation CRM user experience in new trial orgs or sandboxes. While the CDU process for upgrading existing customer environments to V9 has not yet been made available by Microsoft (which gives […]
Microsoft Flow and Dynamics 365 – My Slides from CRM Saturday Oslo
Watch out: the Citizen Developers are coming! They are armed with easy to approach GUI tools like Flow, PowerApps and PowerBI, and they aren’t afraid to connect to any of the 160+ cloud apps that you may or may not know your organization is using to solve everyday business problems that the traditional IT projects […]
The Long Road to Unified Interface in Dynamics 365
On June 20th Microsoft started taking the cover off its next major release of Dynamics 365 Customer Engagement (formerly known as CRM): v9.0. The biggest announcements in the first day of the Dynamics 365 Preview Executive Briefing were around the client story. With the new Unified Interface (sometimes also referred to as “UCI” for Unified […]
Gentlemen Prefer Solutions: The Expanding Dynamics CRM Footprint
If you haven’t worked with CRM Online using Office 365 Global Admin rights recently, you might have missed the new delivery mechanism that Microsoft has created for additional CRM functionality not included in a new Online org by default: preferred solutions. Unlike the traditional solution import mechanism under the CRM application’s Settings area, these preferred […]
Troubleshooting CRM for Tablets Login Issues with ADFS
All CRM 2013 and CRM Online customers have access to the CRM for Tablets app that’s available for Windows 8, iOS and Android devices. Since it’s an app from the new age of mobile computing, the users can simply download it from the respective app store of the platform provider and install it. Configuring the […]
Dynamics CRM Platform Evolution Revisited
In celebration of receiving my second Microsoft Dynamics CRM MVP award today (thanks to the whole #MSDYNCRM community for your support!), I’m publishing an article series on the Microsoft Dynamics CRM 2013 Customization and the Platform Evolution. For the regular readers of my blog this title may sound eerily familiar, and you are correct. This […]
Configuration Migration Tool: Working Smarter with Metadata Entities
If you mostly work with configuring the Microsoft Dynamics CRM solutions via the customization UI with its graphical point & click tools instead of writing custom code in Visual Studio, you may not keep such a close eye on the changes introduced in the CRM SDK. After all, the term SDK stands for “software development […]
CRM 2013 SP1: Case Creation and Routing – The Big Picture
The latest Dynamics CRM Online Spring ’14 release is now rolling out to existing and new customers (starting from the US data centers) and the on-premises equivalent of CRM 2013 Service Pack 1 will soon follow is now available from MS Download Center (here’s the KB article for more details about SP1). The quickest way to […]
Expanding “Add Activity” Options on CRM 2013 Forms
CRM 2013 has introduced many UI features that aim to reduce the number of different windows between which the user needs to navigate while performing everyday actions on records. Since customer relationship management systems are often focused on capturing the various interactions between the company and its customers, activity management is naturally a core feature […]