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 […]
Read the post →In my previous post about the new functionality included in CRM 2013 SP1 / Spring ’14 release I laid out the big picture of how case creation and routing rules relate to cases and queues in Dynamics CRM. Now it’s time to take a more detailed look at how you would actually configure these rules […]
Read the post →Last week I presented in a webcast for MSDynamicsWorld.com on the topic of “Microsoft Dynamics CRM 2013 Customization and the Platform Evolution”. If you weren’t able to attend this live event, then have no fear, because it has all been recorded and documented for future generations. First off, below are the slides that set the […]
Read the post →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 […]
Read the post →On Thursday, 22nd of May, I’ll be delivering a one hour webcast on MSDynamicsWorld.com, the leading independent online publication covering all things Microsoft Dynamics. The topic of my webcast is “Microsoft Dynamics CRM 2013 Customization and the Platform Evolution”. Here’s the official description of the session: During its 11 years of life, Microsoft Dynamics CRM […]
Read the post →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 do. You can get a pretty good understanding of the current status with such personal […]
Read the post →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 a hard, physical date like a contract expiring or a softer variable such as a […]
Read the post →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 information collected on the standard (uncustomizable) dialog windows used in the case resolution and […]
Read the post →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 can just set them to appear in your smartphone’s list of contacts? Wouldn’t it also […]
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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 product and price information, regarding how it is presented and what actions are allowed on […]
Read the post →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 charge of actively maintaining it), they’re also susceptible to a phenomenon I’d describe as “the […]
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Long before a company has any CRM system in place they will already have a bunch of customer facing activities like emails and appointments in the personal mailboxes and calendars of their employees. Once a CRM system is implemented, these activities will not magically disappear but rather they will continue to be a key element […]
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