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 for retrieving data from a CRM Online based system for reporting purposes, since direct database […]
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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, delivery address, invoicing address or whatever the business scenario. Sometimes it may be justified to […]
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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. This time I’ll take a look at how the error message feature can be leveraged […]
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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 the end user when CRM data is created or updated. Having the workflow process executed […]
Read the post →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 to achieve process automation results in areas where custom code was previously required. Business Rules: […]
Read the post →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 activities to be completed in different stages. As the Dynamics CRM product has evolved and […]
Read the post →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 that focuses purely on Microsoft Dynamics CRM topics. In the first episode Markus interviewed CRM […]
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First the great news: Microsoft Dynamics CRM 2013 has been officially released today, on October 8th 2013! Not only can you sign up for a brand new Fall ’13 trial environment in CRM Online but you can also download the on-premises bits for the RTM release (build number 06.00.0000.0809). Here are the download links: Microsoft […]
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I recently read the news that Siebel had turned 20 years. Man, that is a respectable age for a CRM software product! Although its market share may have peaked 10 years ago already and today the discussion on the future of Siebel is now circling around the question of when will the last Siebel instance […]
Read the post →Today Surviving CRM passed the 1,000 +1’s milestone on Google+. Wow! Thank you to all of you who’ve been reading the post over here on the blog or following the latest Microsoft Dynamics CRM news and links shared over at the Surviving CRM Google+ page. Even though I think the most immediate benefit from publishing […]
Read the post →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 community is helping its members manage some of the commonly required tasks without the need […]
Read the post →There were a couple of announcements made regarding the upcoming version upgrade of Microsoft Dynamics CRM (previously known as “Orion”) during the World Partner Conference 2013 event (WPC13) three weeks ago: 1) it was named as “Microsoft Dynamics CRM 2013 / Microsoft Dynamics CRM Online Fall ’13 (depending on your deployment model) and 2) the […]
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