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 dance of switching between apps and windows. With large Full-HD monitors (and soon 40 inch 4K […]
Information Overload: Cleaning Up CRM 2013 Forms
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 details related to event travel for employees. Here’s what the form looked like when opening […]
How Would You Change the Dynamics CRM Navigation?
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 window app with touch optimized navigation bars and a reduced number of menu options visible […]
Finding Advanced Find in CRM 2013
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 perspective is that Dynamics CRM now operates like any other web application or website: within […]
Expanding “Add Activity” Options on CRM 2013 Forms
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 various interactions between the company and its customers, activity management is naturally a core feature […]
Similar Opportunity Analytics with CRM 2013 Quick View Forms
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 performed in the past. Thinking of an analogy from the world of consumer web apps, […]
Address Copy Button with CRM 2013 Business Rules and Workflows
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, delivery address, invoicing address or whatever the business scenario. Sometimes it may be justified to […]
Getting Your Head Around Dynamics CRM 2013 Processes – Part 2
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 to achieve process automation results in areas where custom code was previously required. Business Rules: […]
Getting Your Head Around Dynamics CRM 2013 Processes – Part 1
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 activities to be completed in different stages. As the Dynamics CRM product has evolved and […]
CRM Rocks Podcast: Discussing the New CRM 2013 Features and User Experience
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 that focuses purely on Microsoft Dynamics CRM topics. In the first episode Markus interviewed CRM […]