This is the first part in an article series where I’ll be presenting a few customization tips & tricks that you can use in Microsoft Dynamics CRM 2015 to enhance the functionality used in a typical sales process. The content was first shown in my live webcast on MSDynamicsWorld.com on May 6th: “A Non-Developer’s Guide to […]
A Few Notes on Convergence 2015 Announcements
Hey, did you notice what happened in Atlanta last week? Yup, it was again that time of the year when the Dynamics CRM & ERP crowd gathers together at Microsoft Convergence. Instead of packing my bags and hopping on a plane, I once again opted to staying at the comfort of my own home and […]
CRM Navigation Hacking with Bookmarks
When you spend your days working closely with an application like Dynamics CRM, such as when customizing or developing solutions for your customers, your mind will often times be working much faster than the application. You know exactly which feature you want to access, but if you need to navigate through several levels of menu […]
Don’t Merge Your Forms in CRM 2013
If you have been using Dynamics CRM before the 2013 version was released, you may have something in your system called “information forms”. This is not a very descriptive term for them, since of course all the entity forms are about presenting “information” to the end user. These forms actually date back to a time […]
10 Tips for Designing a Great User Experience in Dynamics CRM
Last week I had the privilege to talk at the Dynamics CRM Finland User Group meeting in Helsinki (quick recap available in Finnish here). When planning on what topic to choose for my presentation, I tried to think of something that would appeal to a wide audience of CRM users – both experienced consultants as […]
CRM 2013 and the Platform Evolution: Webcast Recording and Slides
Last week I presented in a webcast for MSDynamicsWorld.com on the topic of “Microsoft Dynamics CRM 2013 Customization and the Platform Evolution”. If you weren’t able to attend this live event, then have no fear, because it has all been recorded and documented for future generations. First off, below are the slides that set the […]
Visualizing Your Progress with CRM Goals
Dynamics CRM is a great tool for making your business processes more quantifiable. Sure, you can maintain a list of your open sales opportunities in an Excel sheet and plan your customer meetings with your Outlook calendar, as many organizations do. You can get a pretty good understanding of the current status with such personal […]
Accessing “Special” Activity Data with CRM Report Wizard
Sometimes a data model that is perfectly valid on a logical level does not enable the system end users to actually leverage the data stored in it. One example of such a design is the way Microsoft Dynamics CRM handles the information collected on the standard (uncustomizable) dialog windows used in the case resolution and […]
Working with Price List Items in Dynamics CRM
Despite of the recently refreshed user interface of Dynamics CRM 2013 that offers a much more fluid user experience than previous versions, there are still areas in the application that are not very user friendly. Many of these revolve around product and price information, regarding how it is presented and what actions are allowed on […]
Spring Cleaning for Your Dynamics CRM System
CRM systems have a tendency to suffer from an increasing amount of entropy as time goes by. Not only does the rate of accurate information available from them decrease as data quality decays over time (especially if no one’s in charge of actively maintaining it), they’re also susceptible to a phenomenon I’d describe as “the […]
