In my previous post about the new functionality included in CRM 2013 SP1 / Spring ’14 release I laid out the big picture of how case creation and routing rules relate to cases and queues in Dynamics CRM. Now it’s time to take a more detailed look at how you would actually configure these rules […]
CRM 2013 SP1: Case Creation and Routing – The Big Picture
The latest Dynamics CRM Online Spring ’14 release is now rolling out to existing and new customers (starting from the US data centers) and the on-premises equivalent of CRM 2013 Service Pack 1 will soon follow is now available from MS Download Center (here’s the KB article for more details about SP1). The quickest way to […]
Dynamics CRM Reminder Workflows Done Right
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 a hard, physical date like a contract expiring or a softer variable such as a […]
Synchronization vs. Tracking: Understanding Activity Management Options in Dynamics CRM
Long before a company has any CRM system in place they will already have a bunch of customer facing activities like emails and appointments in the personal mailboxes and calendars of their employees. Once a CRM system is implemented, these activities will not magically disappear but rather they will continue to be a key element […]
Power of Choice or the Legacy of Outlook?
The first selling point advertised for Dynamics CRM in almost any context is the user interface familiarity of Office users and the seamless integration to Outlook. Compared to other CRM applications, the feature set available in the Dynamics CRM 2011 client for Outlook is unsurpassed, no doubt about that. However, sometimes you do run into issues […]
