Last week I presented in a webcast for MSDynamicsWorld.com on the topic of “Microsoft Dynamics CRM 2013 Customization and the Platform Evolution”. If you weren’t able to attend this live event, then have no fear, because it has all been…
On Thursday, 22nd of May, I’ll be delivering a one hour webcast on MSDynamicsWorld.com, the leading independent online publication covering all things Microsoft Dynamics. The topic of my webcast is “Microsoft Dynamics CRM 2013 Customization and the Platform Evolution”. Here’s…
A very frequent requirement that customers present for their CRM system functionality is that they will get automatic reminders from it when an item recorded into the database requires their attention after a specific date is reached. This might be…
Sometimes a data model that is perfectly valid on a logical level does not enable the system end users to actually leverage the data stored in it. One example of such a design is the way Microsoft Dynamics CRM handles…
Despite of the recently refreshed user interface of Dynamics CRM 2013 that offers a much more fluid user experience than previous versions, there are still areas in the application that are not very user friendly. Many of these revolve around…
CRM systems have a tendency to suffer from an increasing amount of entropy as time goes by. Not only does the rate of accurate information available from them decrease as data quality decays over time (especially if no one’s in…
Multitasking isn’t necessarily the most efficient working method for us humans with only a very limited capacity for concurrent threads in our CPU. The reality however is that the days of an information worker are filled with a never ending…
Today I was working on upgrading the customizations of a CRM 2011 org to CRM 2013 forms and restructuring the layouts to fit the new UI. This environment had a custom entity called “Travel Information”, which was used for storing…
Unfortunately I wasn’t able to attend the eXtremeCRM event in Barcelona this year (“the Woodstock for CRM Rockstars”), but I’ve been keeping an eye on the buzz in Twitter around the #eXtremeCRM hashtag. Although it’s not exactly the same as…
CRM 2013 Business Process Flows (BPF) have been designed to support a scenario where the same transactional records (opportunities, cases, custom entities like projects) can follow alternative process steps depending on the business logic required. For example, you can use…
