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MB2-712: CRM2016 Customization and Configuration Exam

This morning I successfully completed my first CRM 2016 certification, MB2-712, obviously I’m not allowed to give any details about specific questions. If you are lucky enough to have access to...(read...

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If I have to have rheumatoid arthritis, at least I’m a ninja

Today I admit to being humanThis blog has been pretty quiet, I’ve been distracted. I was recently diagnosed with rheumatoid arthritis. It’s not the arthritis you get as you get old or from an injury;...

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Register now for my Hello World Road Show stop!

The Hello World podcast by Shawn Wildermuth has been getting the stories of how folks began their journeys in software.  He's going on the road and taking his show with him. And I'm going to be the...

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Contando elementos que hay en una cola desde Workflows (Workflow Tools)

Buenas, hoy voy a acabar este mes de enero, con una nueva actualización de mi solución llamada Workflow Tools que …

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Windows app for Microsoft Dynamics CRM in 5 minutes

 Thanks to open source components for Microsoft Dynamics CRM, you can develop a WinForm application for CRM in 5 minutes. In this blog article, I will go through a few simple steps to get up to speed...

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Using Color codes in Option Set Items – Dynamics CRM 2016

Dynamics CRM 2016 overwhelms customers and consultants alike. There is no denying the fact that indeed, this has been a giant step forward be in terms of user experience or the rich set of...

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MSCRMDaily 2015 in Review

2015 was the first year I took blogging a little bit seriously, the main goals where to be more active participating and engaging with the community. It was a lot of fun and an interesting learning...

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Parsing CRM OData v4 Metadata

One of the nice things about OData is it has a lot of rich metadata available. If you want to have it parsed into a nice object model, you can use IEdmModel. This is great if you want to build any...

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Marketing in Dynamics CRM – What works out of the box?

I LOVE sitting at the intersection of marketing and technology – but it can be frustrating too, especially when every solution that drops promises more, better, faster. The real trouble is, uses of...

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CRM Web API and CORS Support

With the introduction of WEB APIs in CRM2016, you can do all the things that you used to do using organization services (SOAP endpoints). It is good news but the greatest news for me is the addition of...

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Tip #568: Disable new knowledgebase article notification

Mini TruckstopGotta love truckstops. Someone asks an interesting question, bunch of people send the answers in, all we need to do is to copy, link, verify, write some code, double-check, remove...

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Word Template feature in Dynamics CRM 2016

The Word Template feature is introduced in the MS Dynamics CRM 2016. It is useful to create templates as well as to present data stored in the CRM model through a document. 3 ways in which a word...

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Upcoming Webinar Series: Exploring Portals and Mobile Options for CRM

Are you interested in uncovering new ways to get even more out of your CRM system? There are two important strategies that you may want to consider: exploring ways you can take your CRM mobile, and...

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Free Dynamics CRM Webinars in February

Hi Everyone, Just a quick reminder about this month’s free Dynamics CRM webinars: Dynamics CRM Workflows 101 Friday, February 12th, 10:00am CST    Register Here In this webinar we will discuss the...

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Moving Dynamics CRM access team templates with the Configuration Data Mover

Dynamics CRM access team templates are stored as regular CRM records, just like teams or queues. Although Dynamics CRM does not allow users to query team template records with an advanced find, it is...

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Improve Customer Service With Proactive Customer Response

One of the quickest ways to frustrate a customer is to put them on hold or transfer them to another representative.  If you can’t answer their questions on the spot and be responsive to their needs,...

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Microsoft Azure Stack Enables Hybrid Cloud for Enterprise

Microsoft Azure Stack is a new hybrid cloud platform enabling companies that need a private cloud for compliance and governance requirements to leverage Azure Cloud services.Do you know what an SLA...

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Tip #569: Migrate knowledgebase articles to Interactive Service Hub like a boss

If there is one bonus take away from the yesterday’s tip, it’sexisting KB functionality will soon be deprecated so it is advisable to transition to new KB as soon as possible.So people started to ask,...

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Dynamics CRM indexes (missing, redundant, and OOB)

It is a fact that Dynamics CRM is an OLTP application, and that it’s performance relies heavily on how well the back end database (SQL server) is performing.  A major component in the performance...

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Why isn’t code reused in Microsoft Dynamic CRM projects?

Microsoft Dynamic CRM code and customizations are rarely reused between projects and few companies create solutions to share between projects. This means CRM companies need to rewrite the same code...

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