In an earlier blog post in December, I described one use case for the new Rollup Fields feature introduced in Microsoft Dynamics CRM 2015. This example involved rolling up data from email events tracked via ClickDimensions and summarizing this on…
From a system customizer perspective, one of the most intriguing new features in Dynamics CRM 2015 is the addition of two new field types. Alongside the traditional “simple” fields we can now define our custom attributes to be somewhat more…
Recently I was invited to make my second appearance on the CRM Rocks podcast series, hosted by Markus Erlandsson. The first episode we did back in fall last year was focused on “what’s new in Microsoft Dynamics CRM 2013”, which…
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…
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…
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…
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…
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…
In celebration of receiving my second Microsoft Dynamics CRM MVP award today (thanks to the whole #MSDYNCRM community for your support!), I’m publishing an article series on the Microsoft Dynamics CRM 2013 Customization and the Platform Evolution. For the regular…
If you mostly work with configuring the Microsoft Dynamics CRM solutions via the customization UI with its graphical point & click tools instead of writing custom code in Visual Studio, you may not keep such a close eye on the…
