One of my posts that seems to remain in high demand, based on the site visitor analytics, is Advanced Queries with Advanced Find. Written over two years ago, people still tend to read it far more often than the newer…
We’ve come to part 3/3 in the Smarter Sales Process article trilogy. In the earlier posts we talked about customizing the lead qualification process and using calculated fields for opportunity estimated revenue, to get more out of Dynamics CRM 2015 than…
It’s time for part 2 in the Smarter Sales Process article trilogy. As described in my previous blog post about lead qualification process customization, this content is taken from my MSDynamicsWorld.com webcast titled “A Non-Developer’s Guide to Smarter Sales Processes…
This is the first part in an article series where I’ll be presenting a few customization tips & tricks that you can use in Microsoft Dynamics CRM 2015 to enhance the functionality used in a typical sales process. The content…
In an earlier post I demonstrated how you could leverage the new Rollup Fields feature of Dynamics CRM 2015 to summarize the behavior of your customers and produce interesting metrics that could be used for targeting your sales activities towards…
When you spend your days working closely with an application like Dynamics CRM, such as when customizing or developing solutions for your customers, your mind will often times be working much faster than the application. You know exactly which feature…
Recently I was invited to make my second appearance on the CRM Rocks podcast series, hosted by Markus Erlandsson. The first episode we did back in fall last year was focused on “what’s new in Microsoft Dynamics CRM 2013”, which…
Last week I had the privilege to talk at the Dynamics CRM Finland User Group meeting in Helsinki (quick recap available in Finnish here). When planning on what topic to choose for my presentation, I tried to think of something…
Dynamics CRM has had a built-in auditing feature since the 2011 version, which provides a really handy tool for situations where someone needs to investigate the changes that have taken place on field values of a specific record. By default…
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…
