There’s been a significant enhancement to the Dynamics CRM solution framework in the 2016 release. Here’s what the TechNet article on CRM solution segmentation promises us: To gain tighter control over what you distribute in solutions and solution patches, use…
If you haven’t worked with CRM Online using Office 365 Global Admin rights recently, you might have missed the new delivery mechanism that Microsoft has created for additional CRM functionality not included in a new Online org by default: preferred…
Have you been looking at Microsoft Social Engagement as a solution to integrate social channels with your Dynamics CRM environment, but kept postponing your investments into the MSE application since it didn’t yet allow sending social data physically into CRM?…
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…
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…
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…
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…
If you’re working with Microsoft Dynamics CRM then I bet you’ve had a busy spring so far! At least I have, due to the great buzz around the CRM ecosystem and an ever growing demand for customer solutions that leverage…
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…
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…
