Microsoft Dynamics CRM 2016 is here!
Yes, the wait is over for the Dynamics CRM fall 2015 release. Jujhar Singh, General Manager of Microsoft Dynamics CRM announced this morning on the Microsoft Dynamics Community page that Microsoft...
View ArticleMicrosoft PowerApps Announced
This has been baking for a while, but today it was finally announced during the Convergence 2015 EMEA Keynote. PowerApps is a new service for enterprises to create and share business apps. With a...
View ArticleDynamics CRM 2016 officially released
Microsoft’s announcement on Dynamics CRM 2016. Just a quick post letting everyone it’s been released. Stay tuned for reviews on new features. The post Dynamics CRM 2016 officially released...(read more)
View ArticlePlanning for CRM Success 3 Part Online Learning Program
I will be facilitating a 3 part online learning workshop on “Planning for CRM Success” hosted by my friends at MSDynamicsworld.com on December 2nd, 3rd and 4th at Noon Eastern Time. Below are the...
View ArticleCRM for Outlook – Frustration Free Zone
MS Dynamics CRM vs Salesforce Sign up for a free CRM course!Learn more about CRM's featuresI was recently speaking with some like-minded CRMers in the community and we were discussing what we find...
View ArticleERP Cloud Business Requirements and Changing Demands
Having a top of the line business solution in today’s rapidly changing technology landscape means your systems are flexible, agile and scalable so your business can keep pace with change. When...
View ArticleConnector for Microsoft Dynamics support for Microsoft Dynamics CRM 2016
Microsoft Dynamics CRM 2016 has officially released:...
View ArticleMicrosoft CRM and Hootsuite : A Dynamic Duo In Social Interaction
The new Microsoft Dynamics CRM update is coming with some exciting news – integration with the social media management system, Hootsuite. This new partnership will allow for enhanced brand management...
View ArticleJavaScript – getSaveMode
Quick post, hopefully useful reference material …. getSaveMode() , returns a value indicating how the save event was initiated. execObj.getEventArgs().getSaveMode() Note: Don’t forget...(read more)
View ArticleCertifications MB2-708
MB2 708 is the CRM installations certification. You can find details of skills measured and book the exam here . I recently completed the MB2-708 exam using the online exam option. The online...
View ArticleCRM Certifications
There are “just” six current certification you can gain in Microsoft Dynamics CRM. Here I describe each of them; MB2 704 – Microsoft Dynamics CRM Application MB2 705 – Managing...(read more)
View ArticleUSD – Window Navigation Rules
In my series of posts about learning Unified Service Desk (USD), I thought it might be appropriate to talk about window navigation rules …. Window navigation rules are used to govern how tabs will...
View ArticleUSD – Load two tabs for account (v2)
In Unified Service Desk (USD) I had a requirement to always load the account and primary contact details in one step. In an earlier process I described a simple way to load two tabs, one contained...
View ArticleAgile Principle 11 – Self-organising teams
The 11 th post in my series on the Agile principles is ….. Self-organizing teams. “The best architectures, requirements and designs “emerge” from self-organizing teams.” How...(read more)
View ArticleAgile Principle 12 – At regular intervals, the team reflects on how to become...
At regular intervals, the team reflects on how to become more effective, then tunes and adjusts its behavior accordingly. As this is the 12th principle, lets kick off by reminding ourselves about...
View ArticleNBA – A Jedi Mind Tick?
Next Best Action ( NBA ) is all about working out what might be the next best “action” for your customer or potential customer, it involves applying “science” to decide if the next...(read more)
View ArticleJavascript – Control OptionSet values
Here is an example of a function to limit the values of an optionset, in this example I have a field called priority and want to be able to control when some options are selectable. First off all,...
View ArticleCRM2015 Charts – Funnel Chart XML
In a previous post I explained how to show percentages on a pie chart , that post included details of how to export a chart, edit the XML and import back into CRM. In this post I will continue that...
View ArticleCharts – Radar Charts
Microsoft Dynamics CRM does not offer a Radar chart OOB but it is still possible to use them! Creating a radar chart is a simple matter of a quick change to the chart XML, if you aren’t...
View ArticleJavaScript – Basics
Microsoft Dynamics CRM allows the addition of JavaScript to forms which enables the extension of the basic solution in many ways. CRM Developers and customizers make extensive use of this when...
View Article