Charts – Pie Charts
In this post I will continue my series looking at how charts layouts can be customized using XML. If you are new to amending the chart XML please refer to my post on adding percentages on pie charts...
View ArticleJavascript – Set any value
Previously I have shown standard functions I use to get text values of attributes and set option sets based on their text value. Here is another common function I use to set the value of any...
View ArticleDynamics CRM 2016 Released
Finally it is here! Dynamics CRM 2016 was announced yesterday as general availability. If you havn't tried it yet, do spin up a trial to test it out.By the way, when doing that, don't do it the normal...
View ArticleNuevos elementos visuales personalizables y open-source para Power BI
Por Dann Anthony Maurno, Editor Asistente El equipo de Power BI de Microsoft anunció en su blog una …
View ArticleA new beginning
I’ve been postponing the writing of this post long enough, but I think I owe the readers of my blog an explanation as to why there is so little updates on Dynamics CRM coming from me. So here...
View ArticleKey Ingredients in a CRM Business Case
A business case for a CRM system must examine benefits and risks involved with implementing CRM and, conversely, not implementing CRM. Provided the benefits outweigh the costs and risks, the...
View ArticleSQL Query to list the Entity & Display Name in Microsoft Dynamics CRM
It is just a brief post since I need this in my current project and want to share to you and also in case I forgot where I did save it.So here is the SQL Query as per mentioned in the TitleThe...
View ArticleMicrosoft Dynamics CRM 2016 | F1 Look & Feel (Part III)
After putting some light on the topic of Installing FieldOne, from Microsoft let me introduce you to some basic elements to narrow the question: Do you need to spend hours before you can use...
View ArticleA Clean CRM is A Happy CRM
Clean Up Your CRM Data Bad Data in, is bad data out. This is not a new way of thinking when it comes to CRM and enterprise software alike. In fact, the idea of “You get out, what you put in” can be...
View ArticleInsideSales.com Delivers the Power of Predictive Sales Acceleration to...
Below is a new press release issued today from our partners at InsideSales.com that I wanted to share with our readership that features a quote from our President, Lisa Benson on how predictive data is...
View ArticlePowerSurveyPlus: Is there anything it CAN’T do?
In the world of surveys, research people know how essential it is to keep the response rates high and the drop out low. Actually, the average response rate for most online surveys, excluding internal...
View ArticleEditing Multiple Activities in Advanced Find Results Grid
One of my customers asked me why can’t she edit multiple Tasks (bulk edit) in Advanced Find results grid, while it is certainly possible in any other Tasks grid. I was not aware of the this limitation...
View Article17 de Diciembre: Incrementando las Ventas utilizando Gamificación
Gamificación es la aplicación de los fundamentos que hacen a los juegos tan atractivos en contexto de negocios. Íntimamente vinculada …
View ArticleCharts – Columns
Continuing my simple series of posts about Microsoft Dynamics CRM charts, I thought this time I would look at column charts. Hopefully you are already familiar with how to export the chart XML, edit...
View ArticleThe Universal Banker: Using CRM for Banks to Provide the Outstanding Service...
While consumers are increasingly engaging with banks through mobile devices, that doesn’t mean the job of the teller is dying – far from it. Bank tellers are instead evolving into a role that is...
View ArticleTip #531: CRM, SPA and CORS walk into a bar
If you wanted to access your CRM from the javascript using web services, the only option until CRM 2016 was to wrap your script as a webresource. That way script is hosted in the same domain as CRM and...
View ArticleWhat’s New in Microsoft Social Engagement and Why It Matters (2016 Update 1)
If you haven’t completely hopped on the social media marketing train – you should probably get on it. Whether your company is B2B or B2C, social media is gaining an increasing amount of relevance in...
View ArticleWhat’s New in Microsoft Social Engagement and Why It Matters to Marketing...
If you haven’t completely hopped on the social media marketing train – now is a great time to get started. Whether your company is B2B or B2C, social media is gaining an increasing amount of relevance...
View ArticleIndia and Canada Data Center Discovery URLs
In the last months Microsoft announced the opening of new data centers for Dynamics CRM Online in India and Canada.These data centers are not available yet, but Microsoft defined the Discovery Web...
View ArticleAgile project implementation methodology at CloudFronts
We have been hearing a lot about Agile Methodology for project implementation. But, we also need to see if it is the right choice for Dynamics world. Agile in short says “Do not wait till end, rather...
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