Dynamics CRM Business Process Flow on ‘Lead Entity’ Mysteries
The issue which raised the need to explore the XAML features of the workflow (Business Process Flow) in CRM was the out-of-the-box BPF (Business Process
October 31, 2016
Category: CRM
Using CRM Client Extensions in Your Server Side Plug-Ins and Custom Workflow Activities
If you’re a beginner, or maybe even somewhat experienced, CRM developer doing a server side plug-in, or in particular, a custom workflow activity for the
September 1, 2016
Dynamics CRM Update Brings FieldOne and ADXStudio Intergration
When Microsoft acquired FieldOne and Adxstudio, I was curious about what that would mean for the future of Microsoft Dynamics CRM. With the recent CRM
August 22, 2016
Keeping Millennials Happy: Go Cloud
There are a slew of blogs and articles out there on how to keep your younger employees (or millennials, as they are often referred to) happy in
June 22, 2016
Help! I Can’t Access My Opportunity in Dynamics CRM!
That is the frantic call you receive when, during another day at the office, a User goes to check on one of their open Opportunities. When they click on the Opportunity in their view, the record won’t load and they receive an error message:
June 1, 2016
CRM ISV Spotlight: Dynamics CRM 2016 Workflow Tools
Dynamics CRM has come a long way to become an established, and at the same time an evolving platform. There are several ISV solutions that have extended Dynamics CRM beyond a traditional CRM and provided many vertical solutions. One of the ISV solutions I would like to highlight today is “Dynamics CRM 2016 Workflow Tools” by demian_rasko on CodePlex. Like a lot of CRM add-on solutions on CodePlex, this one provides additional functionality at the CRM platform level; and the best part – it is free. This solution is available for Dynamics CRM On-Premises and Dynamics CRM Online, as well as a managed solution. Besides all these benefits, the source code behind this solution is open source, so if you are a developer then you can certainly extend it further to your requirements and add/contribute to this community.
May 24, 2016
The Two Power Players – Power BI and CRM
At the 11th Annual KTL User Conference, I will be presenting a session on Power BI and Dynamics CRM data. The main goal is to give users an easy way to present information in a timely and simple-to-understand format. In the session, using Power BI, we will cover the process of building and accessing refreshable dashboards with information from Dynamics CRM and Dynamics GP. In the session we will discuss/demo the following:
April 27, 2016
Dear Diary, Why Don’t My Customers Want to Talk to Me?
In today’s tech driven world, human interaction is dwindling more and more. You see it everywhere! People sitting at dinner, staring at their phones; kids walking with headphones on while they look at the ground; professionals sitting in coffee shops with their phone, tablet, and laptop all at their fingertips. One thing is becoming very clear, we want to be empowered by technology and not have to rely on human interaction to get our information.
April 19, 2016
Prelude to KTL UC 2016 – Benefits of Moving to CRM Online
In the upcoming KTL User Conference 2016, we will have a session on the benefits of moving to CRM Online. You will get all the details on the ease of the move, plus details on the additional features you will get just by choosing CRM Online. As I type this blog, Microsoft has already released the preview guide for what’s coming as an update to CRM in Spring 2016.
April 12, 2016
CRM Online Reporting Using FetchXML
Reports are a way of presenting useful data to the users in an organized format. CRM reporting needs are often solved by using out-of-box CRM reports, Advanced Find,
April 6, 2016
