The Import Wizard in Dynamics CRM can do a lot more than what may initially seem possible. I’ve covered some of these features in a previous article called CRM 2011 Data Import Wizard in Practice. Among these capabilities is the possibility of importing records to different entities that have multiple relationships connecting them in both […]
Read the post →In the previous articles (part 1 and part 2) we’ve explored how the North52 Formula Manager can be utilized in automating steps related to the sales process. This time we’ll be looking at a scenario related to service management, in an effort to make it easier to share knowledge and report on the resolutions of cases […]
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Today I received the following email: Wow! Quite an honor, I must say. Not so much for the MVP badge itself but for being recognized alongside all of the brilliant minds that have received the Microsoft Dynamics CRM MVP award before me. Thanks especially to fellow MVP Gustaf Westerlund for nominating me for the award! Also, […]
Read the post →In a previous post I wrote about how the North52 Formula Manager solution can help you build some common customizations that would otherwise require writing Javascript for Dynamics CRM entity forms. The scenarios included: Setting default values for lookup fields Dynamically changing the field requirement level Displaying popup warnings Launching dialog process windows This time […]
Read the post →There are some great new features available in Excel 2013 that can take your Dynamics CRM data visualization onto a whole new level without the need to invest in new server infrastructure or build traditional OLAP cubes on your SQL Server. With the recent announcement of the GeoFlow Preview for Excel 2013, I decided to […]
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One of the more powerful features of Microsoft Dynamics CRM has to be the Advanced Find tool. What may initially seem like an intimidating maze of menus to a new Dynamics CRM user unfamiliar with the underlying data model, Advanced Find may quickly turn into an invaluable tool for anyone who needs to be able […]
Read the post →Just a quick note to all the readers of my blog regarding a new post I wrote for MSDynamicsWorld.com on how existing customers can start preparing for the upcoming release of Orion, the next version of Dynamics CRM. That is all. Keep calm and carry on.
Read the post →North52 Formula Manager is a very interesting solution that promises to simplify the process of customizing and extending Dynamics CRM by offering a graphical toolkit to implement custom business logic that would otherwise require developing plug-ins in C# or adding Javascripts on the forms. Instead of writing custom code, the business logic can be configured […]
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A significant share of Dynamics CRM systems tend to be implemented for B2B sales scenarios. In the age of social selling, digging up information about the person you’re about to call will quite often involve looking up his or her LinkedIn profile. With this in mind, surely everyone’s running a tight integration between their customer […]
Read the post →In addition to the shared development and test CRM servers at the office, I like to run my own personal CRM sandbox that allows me to test any applications, configurations and updates without having to worry about affecting any of my colleagues’ work. I’ve been running a VirtualBox server image on my desktop PC and […]
Read the post →There’s been a huge level of interest towards my previous blog post on the updated user experience in the next Dynamics CRM version, codename Orion. A wealth of great comments have been added by #MSDYNCRM community members both here and on the LinkedIn Dynamics CRM Group thread. Thank you all for contributing into the discussion around the […]
Read the post →Post updated 2013-06-26: Hi there, thanks for your interest in Orion, the next version of Microsoft Dynamics CRM. You’ve probably arrived here by following a link that promised to show you what the user interface of the upcoming application release was going to be. Unfortunately you won’t find that content here anymore. Back in March […]
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