It’s been around a year since Microsoft announced that Dynamics 365 Customer Engagement would be moving from the world of separate web, mobile and Outlook clients into a single Unified Interface (or UCI, as in “Unified Client Infrastructure”). At that…
Since the beginning of time, meaning early days of MS CRM, we’ve grown accustomed to the fact that record fields in Dynamics 365 Customer Engagement can be presented either via entity forms or entity views. The entity form shows the…
In my previous blog post I presented the various different meanings that an App can have in Dynamics 365 Customer Engagement. Now that we’re aware of this jungle, let’s grab a machete and start making our way deeper into the…
The new Unified Interface that launched in v9.0 of Microsoft Dynamics 365 Customer Engagement gave us all the possibility to try out the next generation CRM user experience in new trial orgs or sandboxes. While the CDU process for upgrading…
On June 20th Microsoft started taking the cover off its next major release of Dynamics 365 Customer Engagement (formerly known as CRM): v9.0. The biggest announcements in the first day of the Dynamics 365 Preview Executive Briefing were around the…
A few weeks ago I launched a demo survey built on Voice of the Customer, the brand new survey tool from Microsoft. The goals I had for this exercise were twofold: 1) see how these type of interactive tools could…
If you’re a Microsoft Dynamics CRM partner in EMEA then eXtremeCRM is definitely an event you don’t want to miss. This spring the event was arranged in Warsaw, Poland, and I had the pleasure of not only attending but also…
Those who have worked with Dynamics CRM for a longer period of time will remember how the user experience delivered by the platform has evolved over time: from an Office style, data entry focused, Internet Explorer popup window application into the clean…
We’ve come to part 3/3 in the Smarter Sales Process article trilogy. In the earlier posts we talked about customizing the lead qualification process and using calculated fields for opportunity estimated revenue, to get more out of Dynamics CRM 2015 than…
It’s time for part 2 in the Smarter Sales Process article trilogy. As described in my previous blog post about lead qualification process customization, this content is taken from my MSDynamicsWorld.com webcast titled “A Non-Developer’s Guide to Smarter Sales Processes…
