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Deploy Dynamics CRM with PowerShell Part 3: Auditing

Today's post is written by Ian Moore, a developer at Sonoma Partners.Making sure that auditing is enabled and configured correctly is usually a critical step when setting up a new Dynamics CRM...

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Dynamics CRM Local User Group Chapters: Get a Taste from a Chapter Leader

Last week the mid-atlantic CRMUG chapters hosted a 'Launch Party'.  Kylie Kiser, a CRM Specialist with a financial services firm and CRMUG Chapter Leader posted this blog recap.  If you've ever...

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Weekly Mobile News Community Edition Issue 131

UK retailer advertising for Windows Phone developer – app on the way? - https://findbacon.com/job/full-time-software-developer-windows-phone-at-sainsburys-supermarkets-ltd-iWindows 10 Mobile now...

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Bookmarklet: Theme Colour Picker

Only of the features lacking in the current CRM Theme form is colour picker. I logged issue 1197446 in Connect regarding this. But, it seems this is not really a priority at the moment. You can use...

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[Tip] MDM: ¿Cómo crear un campo personalizado para Leads (Cliente potencial)?

Hoy me preguntaron si es posible crear campos custom para la entidad Lead (cliente potencial) en Microsoft Dynamics Marketing. Para …

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Dynamics CRM meets Machine Learning – Part 1 : The Business Problem &...

Continuing the journey of our Dynamics CRM and Machine Learning series, in this post I will define the business problem we are trying to solve using Machine Learning (referred as ML hereafter) and...

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Use LINQPad to Serialize LINQ Result Into JSON

Entity Framework should by familiar to most of the ADO.NET developers so I used to utilize with CData ADO.NET Provider for Dynamics CRM 2015 to read and write Dynamics CRM data. Because LINQ queries...

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Dynamics CRM 2016 Adding Entity Components to a Solution

In Dynamics 2016, you now have the option of selectively adding only certain views, charts, fields, keys, relationships, or messages to your solutions as opposed to entire entities. You don't have to...

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Tip #564: Avoid cherry-picking in the queues

Mini TruckstopWe have not done a truckstop for a while but Joel “Standing on the shoulders of other MVPs” Lindstrom just could not help himself.QuestionI work with many customer service deployments,...

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Microsoft Dynamics and the Millennial Workforce: Can CRM 2016 Deliver?

What do we know about Millennials and their role in the workforce? First, let's lay out some basics. The label refers to adults who are currently eighteen to thirty four. They grew up online with...

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Business Process Flows: Conditional AND Statements in Branching Logic

Branching logic in Business Process Flows are a great component to Dynamics CRM. However, there are a couple of tips and tricks to be aware of that will make using them easier. In today’s blog, we will...

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Preview feature: Set up Cortana integration

We’re introducing Cortana integration to help salespeople keep track of important CRM activities. CRM Online 2016 Update embeds sales activities, accounts, and opportunities into Cortana to surface...

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Judging the Imagine Cup International Competition

This was my third year participating as a judge in the Imagine Cup, an international student technology competition sponsored by Microsoft.The Imagine Cup Innovation Competition is a global contest for...

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Food for thought: A scenario for handling massive amounts of data – part 2

In my last article I described a scenario for handling massive amounts of data. The scenario intrigued me. How could I implement a scenario like this? On one side you find Dynamics CRM –  a massive...

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Tip #565: Focus your inbox

One of my favorite tips for mailbox management and Outlook comes from a nearly decade old post by Scott Hanselman.Create a folder called “CC,” then create an Outlook/Exchange rule that moves emails...

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Chrome Extension: Site Highlighter

Site Highlighter is a Chrome extension I developed to do only one task: change the background colour of an element or a tag. The element could be selected by classname or id. I will give you an...

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USD – Floating Panels

Within Unified Service Desk for Microsoft Dynamics CRM you may wish to have tabs that “float out” of the USD interface. This can be very useful when working on multiple monitors. For example...(read more)

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Dynamics CRM meets Machine Learning – Part 2

Through the previous posts on this Dynamics CRM meets Machine Learning series, so far we have covered that how Machine Learning (referred as ML hereafter), when actively involved with Dynamics CRM...

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A server certificate could not be validated for the Reporting Services Report...

When you're installing Dynamics CRM (this is CRM 2015 in my case), the Reporting Services check may fail with the above error. For some reason, when you install SQL reporting services (this is SQL 2014...

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The CRM Minute: Why CRM? Bad Decisions Caused by Bad Data [VIDEO]

    Welcome back, readers, to the final installment in our Why CRM video blog series! We recently launched a new website aimed at answering basic questions around customer relationship management (CRM)...

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