If you’re using Dynamics CRM Online without direct access to the underlying SQL Server database, there may have been a few occasions when you’ve wished for more flexible options for reporting and customer data analytics than what is possible via configuring CRM…
Dynamics CRM is a great tool for making your business processes more quantifiable. Sure, you can maintain a list of your open sales opportunities in an Excel sheet and plan your customer meetings with your Outlook calendar, as many organizations…
A very frequent requirement that customers present for their CRM system functionality is that they will get automatic reminders from it when an item recorded into the database requires their attention after a specific date is reached. This might be…
Sometimes a data model that is perfectly valid on a logical level does not enable the system end users to actually leverage the data stored in it. One example of such a design is the way Microsoft Dynamics CRM handles…
The ability to get your CRM contacts automatically synchronized to your Outlook address book and mobile phone is a very handy feature in Microsoft Dynamics CRM. Why would you ever manually dial the phone numbers of your customers when you…
Despite of the recently refreshed user interface of Dynamics CRM 2013 that offers a much more fluid user experience than previous versions, there are still areas in the application that are not very user friendly. Many of these revolve around…
CRM systems have a tendency to suffer from an increasing amount of entropy as time goes by. Not only does the rate of accurate information available from them decrease as data quality decays over time (especially if no one’s in…
Multitasking isn’t necessarily the most efficient working method for us humans with only a very limited capacity for concurrent threads in our CPU. The reality however is that the days of an information worker are filled with a never ending…
Today I was working on upgrading the customizations of a CRM 2011 org to CRM 2013 forms and restructuring the layouts to fit the new UI. This environment had a custom entity called “Travel Information”, which was used for storing…
Now that Power BI has hit the GA milestone (general availability), I decided to spin up a trial subscription for it and get familiar with the tools that it offers. My previous experiment with connecting to CRM Online OData feed with…
