In the previous articles (part 1 and part 2) we’ve explored how the North52 Formula Manager can be utilized in automating steps related to the sales process. This time we’ll be looking at a scenario related to service management, in an…
In a previous post I wrote about how the North52 Formula Manager solution can help you build some common customizations that would otherwise require writing Javascript for Dynamics CRM entity forms. The scenarios included: Setting default values for lookup fields…
North52 Formula Manager is a very interesting solution that promises to simplify the process of customizing and extending Dynamics CRM by offering a graphical toolkit to implement custom business logic that would otherwise require developing plug-ins in C# or adding…
Here are some of the gotchas you can expect after switching to the new UI that is introduced in December 2012 Service Update, known by the friendly name “Polaris” release. I previously compiled a summary of the changes in the…
Goal management is one of those features in Microsoft Dynamics CRM 2011 that has a relatively high barrier for utilization. The initial thought of measuring the business results of your organization through a built-in mechanism in your CRM system resonates…
One of the most common customizations almost any organization working with customers from multiple countries will want to have in their Microsoft Dynamics CRM data model is the addition of a structured list of country names, to ensure they are…
You shouldn’t use Dynamics CRM only for storing and presenting data entered by users, otherwise you’re really missing out on much of the capabilities that a CRM system has to offer. Sure, the immediate need for a CRM system will…
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…
In addition to Surviving CRM, I also maintain a blog called Microsoft Dynamics CRM Links. However, it’s not an actual blog but rather my public bookmarking service for collecting interesting tools, solutions, add-ons, services and other sites that are related…
Duplicate detection rules in Dynamics CRM are an example of a configuration item that may often be active only in production environments. Since you don’t actively enter data into development or test environments, why bother thinking too much about them?…
