It’s the end of another year, which means the blogosphere is filling up with “looking back” type of articles that examine the various topics discussed during the year. Analyzing past actions is activity that we all should probably spend time on a bit more frequently, although one day out of 365 is a good start. […]
Activity Feeds in R8: from follow to filter
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 the ability to filter the content of the feed, but what are the implications of […]
Cross-browser support implications for CRM developers and users
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 PC’s: Macs, Linux machines, iPads and other tablets. Exciting times for all CRM geeks around […]
Activity view default filter, missing due dates and how to modify the filter
Certain entities that contain the activity roll-up feature, namely accounts, contacts and opportunities, are also equipped with a date filter that allows you to choose whether you want to see all the activities related to the record or just a selected subset. By default this is “Next 30 days”, but you also can choose between […]
First preview of Dynamics CRM Q4 2011 Service Update (and more)
There’s an immense amount of product news coming up from the WPC 2011 conference, due to the sheer size of Microsoft’s portfolio of different product lines. Luckily also Dynamics CRM had its 15 minutes on the WPC keynote stage and we saw a few bits and pieces of what lies ahead in the upcoming Q4 […]
Office 365 launches without Dynamics CRM integration for document management
Today was finally the big day when Microsoft’s cloud productivity platform BPOS was replaced with Office 365, which is now available for subscription. Having played with the beta version for a while now, I’m overall quite impressed with how close the SharePoint Online environment now is to its on-premises counterpart. While the limitations are still […]
CRM 2011 subgrids ain’t what associated views used to be
Back in the days before we had Microsoft Dynamics CRM 2011 available, it was a commonplace customization to show entities related to the parent entity directly on the parent’s form by utilizing an iFrame. Making information such as latest history items (nowadays called closed activities) quickly visible to any user opening the form is often […]
Upgrade gotchas: Outlook client for Dynamics CRM 2011
Last weekend I finally did my first installation of the RTM versio of CRM 2011 Outlook client onto a machine with Outlook 2010. I had previously only worked with the Outlook 2007 client version, which is lacking a few nice features in the UI, as described in my earlier post. I came across a few […]
Dynamics CRM 2011 Walkthrough Part 2: another 100+ slides of new features
Four weeks ago I released the Part 1 of my Microsoft Dynamics CRM 2011 Walkthrough slides and now it’s time for Part 2: Solution & System Management. Thank you all for the positive feedback from the first part, much appreciated. 🙂 While the first slide deck was focused on how the new CRM 2011 features […]
Cloud XRM presentation from PDC 2010
Andrew Bybee and Girish Raja had a pre-recorded session released on the PDC10 site, called Building Business Applications in the Cloud with Dynamics CRM Online. Not surprisingly, this presentation was revolving heavily around Microsoft Dynamics CRM 2011 and how it’s new features can help developers build XRM applications on top of Microsoft’s cloud architecture: Windows […]