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Programmatically Move Cross Entity Business Process Flow Stages in CRM 2016
While working on a project, we wanted to reduce the number of clicks a user had to perform in order to move to the next stage of a cross entity business process flow. A quick look around the Dynamics...
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Start Stretching! It’s Dynamics CRM Training Time
Training, who doesn’t need it? Whether you’re a customer service representative, manager, salesperson, director, or even a CRM administrator, at some point you will need some kind of training on...
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Duplicating Workflow in Dynamics CRM
We’ve all been there, we spend hours creating the perfect Workflow with all the necessary checks and conditions to update and create the records that our businesses need to operate from open to...
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SharePoint Integration Reloaded – Part 5 (belated)
In previous articles in this series we've talked about the differences between Server Side Sync and the old List Component. Since I published the first articles, a new MSDN article on the topic has...
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How can SMB Partners sell CRM to SMB?
My old buddy Albert Einstein once said “If you can’t explain it Simply, then you simply don’t understand it well enough”. Al kind of sums up CRM selling pretty well right there. CRM is a complex and...
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¡Que pare esta locura! Proceso de Adecuación a la ISO 27001
¡Que pare esta locura! Si, lo sabemos. Entendemos que puede ser desesperante. La desesperación de verse encallado durante la gestión …
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How to manage existing the access teams when Access template rights are...
It’s been more than 3 years that access teams have been introduced and perhaps every project I visit, I find the use of access teams. However there are still couple of nuances in access teams which...
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USD – SetVisualProperty Action
In this post I will look at the capabilities of the SetVisualProperty action within Unified Service Desk for Microsoft Dynamics CRM. The science bit, according to the “manual” …. “Set...(read more)
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Connecting CRM 2016 to Power Query in Excel 2013 with updated Odata feed
In my previous posts we had discussed about how we can connect Dynamics CRM with Power Bi and Power Query . But with the introduction of API in CRM 2016, there is slight change in the OData feed URL...
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MB2-714 (Microsoft Dynamics CRM 2016 Customer Service): Service Scheduling
Welcome to my next post containing the information needed when preparing for the MB2-714 exam, by the time you reach this stage in your preparation you will have learnt all about cases, SLAs and...
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MB2-714 (Microsoft Dynamics CRM 2016 Customer Service): Interactive Service Hub
This is my next post about preparing for the MB2-714 exam (Microsoft Dynamics CRM 2016 Customer Service) it is going to look at a new feature of CRM 2016, the interactive service hub . The...
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MB2-714 (Microsoft Dynamics CRM 2016 Customer Service): Unified Service Desk
This “chapter” in my series on preparing for the MB2-714 exam (Microsoft Dynamics CRM 2016 Customer Service) is going to cover the essential information you need to know about Unified Service...(read...
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Dynamics CRM – Find similar customers using Machine Learning
In the previous blog , we used Machine Learning inside Dynamics CRM to add value to our customer records by getting a quick health check of how customers are doing based some measurable data points....
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Seminario web en vídeo GESTIÓN DEL CAMBIO EN PROYECTOS CRM (por Gustavo Melero)
Seminario web sobre el concepto de resistencia al cambio en proyectos CRM. Formato video, duración 45 minutos.Una de las principales …
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Añadiendo y quitando roles a usuarios y equipos (Workflow Tools)
Buenas, pasados unos días algo dificiles, vuelvo a mi blog. Esta vez, he añadido 4 nuevas acciones a mis herramientas …
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CRM + OneNote = Productivity
In the latest release of Dynamics CRM Online, a large focus has been on increasing productivity, by deeper integration with the Office 365 products. One of these investments has been with OneNote....
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Unsupported Scripts and Global functions and variables in 2016
CRM has several global functions and variables that can be used in your JavaScript's to gain information about the context that CRM is currently being used in. Pre 2016 you accessed these functions by...
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RCSI CRM Project on the Sunday Business Post
I'm really proud of making part of a team that rolled out the first release of the Microsoft CRM Project in here at RCSI (Royal College of Surgeons in Ireland). It has been a really challenging...
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Export to Excel: Understanding the Difference Between Static Worksheet and...
Exporting to Excel in CRM is pretty straightforward and easy! However, even if you’ve worked with exporting to Excel before, you might not be aware of two little-known options for exporting to Excel:...
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A trip down .NET Application upgrade lane
All of my Dynamics CRM-related utilities have, until this point, been built and maintained with Visual Studio 2010, which is really not a personal choice, but of of practicality. Most of the reasoning...
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