You can do a lot with the configuration and customization toolkit that Microsoft Dynamics CRM offers. With the SDK and some lines of custom code, you can do almost anything. There in between lies the territory where the Dynamics CRM…
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…
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…
When Microsoft released the 2011 version of Dynamics CRM and introduced the solution management functionality they also introduced the Dynamics Marketplace: an app store for CRM solutions, integrated right into the CRM user interface. Here’s an excerpt from the blog…
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…
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…
