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…
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…
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…
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…
Post updated 2013-06-26: Hi there, thanks for your interest in Orion, the next version of Microsoft Dynamics CRM. You’ve probably arrived here by following a link that promised to show you what the user interface of the upcoming application release…
Here are some of the gotchas you can expect after switching to the new UI that is introduced in December 2012 Service Update, known by the friendly name “Polaris” release. I previously compiled a summary of the changes in the…
In addition to the Surviving CRM blog right here, I have recently also published a few writings on MSDynamicsWorld.com. If you’re not familiar with the site yet, then I recommend you to take a look at their offering and subscribe to…
Certain entities that contain the activity roll-up feature, namely accounts, contacts and opportunities, are also equipped with a date filter that allows you to choose whether you want to see all the activities related to the record or just a…
