Modern advanced find test drive
How does the new 2022 wave 1 feature for Model-driven Power Apps pefrorm when compared to the classic Advanced Find tool from the XRM era?
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Don’t Merge Your Forms in CRM 2013
If you have been using Dynamics CRM before the 2013 version was released, you may have something in your system called “information forms”. This is not a very descriptive term for them, since of course all the entity forms are about presenting “information” to the end user. These forms actually date back to a time […]
Read the post →Auto-Numbering with CRM Workflows: Real-Time vs. Asynchronous
One of the missing features that is often requested for Dynamics CRM is the ability to automatically assign numeric identifiers to records (see the feature suggestion on MS Connect). Sure, we’ve had the Auto-Numering feature for a limited set of default entities (contracts, cases, articles, quotes, orders, invoices, campaigns) since the early days of CRM […]
Read the post →Connecting to CRM Online OData feed with Excel 2013 Power Query
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 […]
Read the post →Your Essential Toolkit for Microsoft Dynamics CRM
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 →How to Import Primary Contacts
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 →No-code Customizations with North52 Formula Manager, Part 3: Case Resolutions
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 […]
Read the post →No-code Customizations with North52 Formula Manager, Part 2: Line Items
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 →Dynamics CRM Data Visualization with Excel 2013 GeoFlow
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 […]
Read the post →No-code Customizations with North52 Formula Manager
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 […]
Read the post →Dynamics CRM 2011 on Windows Server 2012
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 →Creating recurring goals with some workflow magic
Goal management is one of those features in Microsoft Dynamics CRM 2011 that has a relatively high barrier for utilization. The initial thought of measuring the business results of your organization through a built-in mechanism in your CRM system resonates with almost any customer that you tell about goal management, yet the excitement tends to […]
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