Unfortunately I wasn’t able to attend the eXtremeCRM event in Barcelona this year (“the Woodstock for CRM Rockstars”), but I’ve been keeping an eye on the buzz in Twitter around the #eXtremeCRM hashtag. Although it’s not exactly the same as…
The user interface of Dynamics CRM has been cleaned up quite a bit in the latest 2013 version. The number of buttons visible to the user has been greatly reduced in the browser client. Another significant change from a usability…
CRM 2013 Business Process Flows (BPF) have been designed to support a scenario where the same transactional records (opportunities, cases, custom entities like projects) can follow alternative process steps depending on the business logic required. For example, you can use…
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…
A while ago when performing a requirements gathering session for the sales process functionality in a CRM implementation project, my client asked me whether Dynamics CRM was able to show information on the opportunity form about how similar opportunities had…
The latest version of Excel contains a Get External Data menu option for linking the workbook to an OData data feed. Knowing that Dynamics CRM 2011 and 2013 both provide an OData endpoint, this would seem like a great option…
The default forms in Dynamics CRM only contain one set of address fields, but most organizations will need to surface at least the Address 2 fields for accounts and contacts to manage the different information for visiting address, mailing address,…
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…
You can do a lot with the configuration and customization toolkit that Microsoft Dynamics CRM offers. With the SDK and some lines of custom code, you can do almost anything. There in between lies the territory where the Dynamics CRM…
