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…
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…
Activity Feeds are a channel that’s much like Twitter: creating posts that are visible for other users who are following you. On the surface they share many of the same concepts (mentions, following, replies/comments), but there are some notable differences…
We didn’t yet get a new Statement of Direction or Release Preview Guide for the future releases of Microsoft Dynamics CRM from today’s eXtreme CRM 2012 Las Vegas keynote by Craig Dewar, titled “Microsoft Dynamics CRM – Now and In the…
One of the most common customizations almost any organization working with customers from multiple countries will want to have in their Microsoft Dynamics CRM data model is the addition of a structured list of country names, to ensure they are…
Some time ago I wrote a parody about Dynamics CRM blogs that mainly seem to post news about the latest Update Rollups being released. Now I find myself writing an Update Rollup blog post myself. Is that a sign that…
One of the functional areas to receive an update in the Dynamics CRM R8 release in Q2 2012 will be the Activity Feeds, which were originally introduced as an optional solution in the previous R7 release. In R8 we’ll get…
Things used to be simple back in 2005 when I started working with Microsoft Dynamics CRM (known as only Microsoft CRM back then). You pretty much knew that there would be a version update every 2-3 years. In between, there…
Soon the R8 update of Microsoft Dynamics CRM will be upon us and the application will officially open up to browsers other than Internet Explorer. What this means is CRM will also be accessible through different devices than just Windows…
Duplicate detection rules in Dynamics CRM are an example of a configuration item that may often be active only in production environments. Since you don’t actively enter data into development or test environments, why bother thinking too much about them?…
