Multitasking isn’t necessarily the most efficient working method for us humans with only a very limited capacity for concurrent threads in our CPU. The reality however is that the days of an information worker are filled with a never ending…
Today I was working on upgrading the customizations of a CRM 2011 org to CRM 2013 forms and restructuring the layouts to fit the new UI. This environment had a custom entity called “Travel Information”, which was used for storing…
CRM 2013 introduced the first big change in the navigation logic of Dynamics CRM since version 3.0 in 2005. We went from a hierarchical, popup window driven UI with many ERP-ish menus to a more modern experience of a single…
The user interface of Dynamics CRM has been cleaned up quite a bit in the latest 2013 version. The number of buttons visible to the user has been greatly reduced in the browser client. Another significant change from a usability…
CRM 2013 has introduced many UI features that aim to reduce the number of different windows between which the user needs to navigate while performing everyday actions on records. Since customer relationship management systems are often focused on capturing the…
A while ago when performing a requirements gathering session for the sales process functionality in a CRM implementation project, my client asked me whether Dynamics CRM was able to show information on the opportunity form about how similar opportunities had…
The default forms in Dynamics CRM only contain one set of address fields, but most organizations will need to surface at least the Address 2 fields for accounts and contacts to manage the different information for visiting address, mailing address,…
In the first part of this series we looked at the two new process categories introduced in Dynamics CRM 2013: Business Process Flows and Actions. Now it’s time to dig deeper into new CRM 2013 functionality that will allow you…
Workflows have always been a central part of the Dynamics CRM product. The typical need for having workflow functionality available in a CRM application has revolved around the sales force automation (SFA) requirements of implementing a sales process with predefined…
There’s a large number of great CRM blogs out there, but how many Dynamics CRM podcasts do you know of? Well, here’s one website you should definitely take a look at: CRM Rocks! Markus Erlandsson has started a new podcast series…
