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 community is helping its members manage some of the commonly required tasks without the need […]
No-code Customizations with North52 Formula Manager, Part 3: Case Resolutions
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 effort to make it easier to share knowledge and report on the resolutions of cases […]
No-code Customizations with North52 Formula Manager, Part 2: Line Items
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 Dynamically changing the field requirement level Displaying popup warnings Launching dialog process windows This time […]
No-code Customizations with North52 Formula Manager
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 Javascripts on the forms. Instead of writing custom code, the business logic can be configured […]
Creating recurring goals with some workflow magic
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 with almost any customer that you tell about goal management, yet the excitement tends to […]
Dynamics Marketplace vs. Microsoft Pinpoint: where are all the CRM apps?
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 post Driving Success with the New Microsoft Dynamics Marketplace: The Microsoft Dynamics Marketplace is a new […]
Country lists and multi-language lookup fields
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 stored in a consistent format. Yes, by default the Country/Region fields on the account, contact […]
Top Dynamics CRM links in Q1 2012
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 to Dynamics CRM. If I discover a useful new tool on, say, CodePlex, I simply […]