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6 November 2018
Playbooks for Dynamics 365 Activity Templates
In my previous post I explored the current Dynamics 365 Customer Engagement solution update practices and used the Playbooks feature as an example. Here’s a quick overview of what the actual Playbooks offer. The official MS documentation, “enforce best practices with playbooks”, gives you a list of what the initial October ’18 release of Playbooks […]
29 August 2017
Microsoft Flow and Dynamics 365 – My Slides from CRM Saturday Oslo
Watch out: the Citizen Developers are coming! They are armed with easy to approach GUI tools like Flow, PowerApps and PowerBI, and they aren’t afraid to connect to any of the 160+ cloud apps that you may or may not know your organization is using to solve everyday business problems that the traditional IT projects […]
3 June 2015
Tracking Pipeline Development Over Time in CRM 2015
We’ve come to part 3/3 in the Smarter Sales Process article trilogy. In the earlier posts we talked about customizing the lead qualification process and using calculated fields for opportunity estimated revenue, to get more out of Dynamics CRM 2015 than what the standard sales related functionality offers. To close things off, let’s have a look […]
20 May 2015
Using CRM 2015 Calculated Fields for Opportunity Estimated Revenue
It’s time for part 2 in the Smarter Sales Process article trilogy. As described in my previous blog post about lead qualification process customization, this content is taken from my MSDynamicsWorld.com webcast titled “A Non-Developer’s Guide to Smarter Sales Processes in Microsoft Dynamics CRM 2015“. After having adjusted the lead to opportunity process to better […]
10 May 2015
Customizing Lead Qualification Process in CRM 2015
This is the first part in an article series where I’ll be presenting a few customization tips & tricks that you can use in Microsoft Dynamics CRM 2015 to enhance the functionality used in a typical sales process. The content was first shown in my live webcast on MSDynamicsWorld.com on May 6th: “A Non-Developer’s Guide to […]
9 March 2015
Monitoring Rollup Field Values with Workflows
In an earlier post I demonstrated how you could leverage the new Rollup Fields feature of Dynamics CRM 2015 to summarize the behavior of your customers and produce interesting metrics that could be used for targeting your sales activities towards the most active individuals who have reacted to your email and website content. The example […]
9 February 2015
CRM 2015 Rollup Fields: The Gotchas
In an earlier blog post in December, I described one use case for the new Rollup Fields feature introduced in Microsoft Dynamics CRM 2015. This example involved rolling up data from email events tracked via ClickDimensions and summarizing this on the contact’s form, so you’ll want to check out the steps listed there if you […]
9 December 2014
Who Is The Customer in Your CRM? (Podcast)
Recently I was invited to make my second appearance on the CRM Rocks podcast series, hosted by Markus Erlandsson. The first episode we did back in fall last year was focused on “what’s new in Microsoft Dynamics CRM 2013”, which was certainly a timely topic back then. This time we decided to discuss on a […]
13 November 2014
Dynamics CRM 2013 in Retrospect
Dynamics CRM 2013 was released only a bit over year ago, on October 8th 2013 to be exact. With CRM 2015 already knocking at the door, this seems like ages ago already, even though the actual time between these two major releases is shorter than their marketing names imply. Since the discussions in the Dynamics […]
14 September 2014
Time Travel with Workflows: Accessing “Before” and “After” Values
Dynamics CRM has had a built-in auditing feature since the 2011 version, which provides a really handy tool for situations where someone needs to investigate the changes that have taken place on field values of a specific record. By default auditing is not enabled, but I recommend you to seriously consider enabling it for all […]
21 July 2014
Our New Book: CRM 2013 QuickStart
A few people have asked me for recommendations on what books they should get if they want to learn about the ins & outs of the current Microsoft Dynamics CRM 2013 version. Even though there’s a wealth of blog articles out there that study specific features and an ever growing library of content produced by Microsoft […]
1 July 2014
Dynamics CRM Platform Evolution Revisited
In celebration of receiving my second Microsoft Dynamics CRM MVP award today (thanks to the whole #MSDYNCRM community for your support!), I’m publishing an article series on the Microsoft Dynamics CRM 2013 Customization and the Platform Evolution. For the regular readers of my blog this title may sound eerily familiar, and you are correct. This […]