CRM 2013 introduced the first big change in the navigation logic of Dynamics CRM since version 3.0 in 2005. We went from a hierarchical, popup window driven UI with many ERP-ish menus to a more modern experience of a single…
One of the missing features that is often requested for Dynamics CRM is the ability to automatically assign numeric identifiers to records (see the feature suggestion on MS Connect). Sure, we’ve had the Auto-Numering feature for a limited set of…
Earlier I demonstrated the new capabilities that Microsoft Dynamics CRM 2013 has introduced for workflow processes: showing error messages with real-time workflows. I covered examples of record assignment, merging duplicate accounts and stopping unwanted updates in the Mobile Express client.…
In CRM 2013 we now have the option of setting a workflow to be run synchronously, also known as a real-time workflow. This opens up great new possibilities to leverage workflows in designing automated processes and providing immediate feedback to…
In the first part of this series we looked at the two new process categories introduced in Dynamics CRM 2013: Business Process Flows and Actions. Now it’s time to dig deeper into new CRM 2013 functionality that will allow you…
Workflows have always been a central part of the Dynamics CRM product. The typical need for having workflow functionality available in a CRM application has revolved around the sales force automation (SFA) requirements of implementing a sales process with predefined…
There’s a large number of great CRM blogs out there, but how many Dynamics CRM podcasts do you know of? Well, here’s one website you should definitely take a look at: CRM Rocks! Markus Erlandsson has started a new podcast series…
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…
As a part of the CRM Online Polaris update and the on-premise Update Rollup 12, new functionality has been added to the Activity Feeds solution. In fact, it’s no longer a separate solution but rather converted into a part of…
On January 21st, 2013 the official announcement on “broader availability” of the Microsoft Dynamics CRM December 2012 Service Update (formerly known by codename Polaris) was made on the CRM Connection blog. Even though not all the CRM Online organizations have…
