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Document integration – part 2: Designing the concept
In my last article I described the flaws in the default SharePoint document integration; the use of folders instead of meta data, the flaky document retrieval capabilities and the lack of...
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Sentiment analysis in Dynamics CRM using Azure Text Analytics
Last year I created a proof-of-concept solution that showed how to integrate Dynamics CRM with HP Haven OnDemand (then called HP IDOL OnDemand) to perform sentiment analysis and index records to...
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Tip #495: Include “Name” as first column in views for mobile or Safari
We now have so many tips coming from Scott “Captain Redlaces” Sewell that the pressure is mounting to add Captain as ah honorary tipster or, at very least, dedicate a category for him. As suggested by...
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How is Your CRM Project Doing? Judge for Yourself.
“I thought our CRM project was a big success,” the COO of a regional bank told me, “but it turns out that our team was just being good boy scouts. They had adopted CRM because we told them that’s what...
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End of the Computing Platform Debates?
I am relieved that some of the debates on computing platforms are finally coming to an end. There is few discussions more boring than hearing people debate on Windows v. Macintosh, or Android v. iOS,...
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Tip 165: Ordenar el campo de referencia dentro de la vista rápida
Nuestro Joel suele ser muy útil la mayoría del tiempo. Pero, otras veces, es un tanto gruñón: Estoy …
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Full-Text Search in SharePoint files from Dynamics CRM
Introduction Dynamics CRM provides native integration to SharePoint so that SharePoint can be used as the file storage platform and utilize the rich document management features of SharePoint....
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Avoid data loss with Optimistic Concurrency in Dynamics CRM 2015 Online
In large organisations with many users, data loss is likely to happen. This can occur when multiple users are updating the same record, which means that the changes one user makes can get overwritten...
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Dynamics CRM Price List Update
Price lists are a feature within Dynamics CRM which works with quotes or sales order entities. A price list is selected to determine the price associated to the selected product. Each product within...
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Hosk’s Top CRM Articles of the week – 13th October
I have been writing performance test scripts for Microsoft Dynamics CRM 2013 over the last week. I now realise the reason for the lack of blogs posts and information on performance testing with...
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¿Tu configuración recién importada de USD no funciona? Esta puede ser la...
Microsoft ha incluído como parte del SDK para Dynamics CRM 2015 una aplicación llamada CRM Configuration Migration. Ésta le permite …
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New to Microsoft Dynamics CRM? Have No Fear
If you're like me, walking into the wide world of CRM can make the word "intimidating " look like an understatement. For those of you out there who are looking to get your start in Microsoft Dynamics...
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My New “CRM Rocks” Podcast Episode Is Out!
Do you enjoy reading news and thoughts from the world of Microsoft Dynamics CRM but wish that you could consume such content also in a “hands free” mode, by having someone talk about them rather than...
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Congratulations to CRMUG's CRM Black Belt Administrators
CRMUG Academy is thrilled to recognize nearly 80 students who have achieved their CRM Administrator Black Belt. The CRM Black Belt program is a structured, four-course series for Microsoft Dynamics CRM...
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Dynamic Communities, Inc. Announces Record Attendance at Summit 2015
Annual Microsoft Dynamics® User Conference Kicks Off Today in Reno, NV. Tampa, FL: Dynamic Communities Inc., the supporting organization behind the official user groups for Microsoft Dynamics® AX,...
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Business Process Flows and JavaScript
While most of the JavaScript model has remained the same from Microsoft Dynamics CRM 2011, CRM 2015 features some handy new JavaScript for manipulating Business Process Flows. In today’s blog, we will...
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Don’t forget your case title and customer
Case is a special entity in CRM because it has many out-of-the-box special logic. Sometimes this can be problematic as it forces us to use some fields we might not need.I’ve always found many customer...
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When is $100,000 a bargain? When it completely transforms your higher...
The education space gets more competitive every year. Departments need to fill classes or they can fall dangerously short on funding. Institutions are increasingly relying on technology to help give...
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DateTime AddMonths
I recently encountered a weird workflow behaviour that was caused due to my misunderstanding of how DateTime.AddMonths works. The issue happened with a recurring workflow. Since there is no recurring...
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Bridge the Gap With Microsoft Dynamics Connector
When it comes to executing hand-offs between pre-sales pursuit teams and post-sales delivery teams, there is often a disconnect leading to incorrect client expectations and eventually a loss of...
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