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?
The Irresistible Force of Great User Experience in CRM Applications
Those who have worked with Dynamics CRM for a longer period of time will remember how the user experience delivered by the platform has evolved over time: from an Office style, data entry focused, Internet Explorer popup window application into the clean and modern Dynamics CRM 2015 application that works on any device and aims to present the […]
CRM Navigation Hacking with Bookmarks
When you spend your days working closely with an application like Dynamics CRM, such as when customizing or developing solutions for your customers, your mind will often times be working much faster than the application. You know exactly which feature you want to access, but if you need to navigate through several levels of menu […]
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 […]
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 […]
10 Tips for Designing a Great User Experience in Dynamics CRM
Last week I had the privilege to talk at the Dynamics CRM Finland User Group meeting in Helsinki (quick recap available in Finnish here). When planning on what topic to choose for my presentation, I tried to think of something that would appeal to a wide audience of CRM users – both experienced consultants as […]
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 […]
Troubleshooting CRM for Tablets Login Issues with ADFS
All CRM 2013 and CRM Online customers have access to the CRM for Tablets app that’s available for Windows 8, iOS and Android devices. Since it’s an app from the new age of mobile computing, the users can simply download it from the respective app store of the platform provider and install it. Configuring the […]
Access Option Set Labels in Dynamics CRM OData Feeds via Power Query
If you’re using Dynamics CRM Online without direct access to the underlying SQL Server database, there may have been a few occasions when you’ve wished for more flexible options for reporting and customer data analytics than what is possible via configuring CRM charts or developing Fetch XML based reports in Visual Studio. Late last year Microsoft enabled […]
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 […]