Whenever a new version of Dynamics CRM and now Dynamics 365 (the XRM part) are released, the first thing you should review is the “what’s new” documentation that Microsoft produces for three different audiences: users, admins/customizers and developers. For the “December…
One of my posts that seems to remain in high demand, based on the site visitor analytics, is Advanced Queries with Advanced Find. Written over two years ago, people still tend to read it far more often than the newer…
CRM 2013 Business Process Flows (BPF) have been designed to support a scenario where the same transactional records (opportunities, cases, custom entities like projects) can follow alternative process steps depending on the business logic required. For example, you can use…
One of the more powerful features of Microsoft Dynamics CRM has to be the Advanced Find tool. What may initially seem like an intimidating maze of menus to a new Dynamics CRM user unfamiliar with the underlying data model, Advanced…
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…
Back in the days before we had Microsoft Dynamics CRM 2011 available, it was a commonplace customization to show entities related to the parent entity directly on the parent’s form by utilizing an iFrame. Making information such as latest history…
