Category: CRM

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.

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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:

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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. 

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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.

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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, Dashboards and Charts, or the Report Wizard. But when a business demands a complex report involving calculations, grouping, detailed layouts, etc., then custom reports are needed. There are two types of reports in Microsoft Dynamics CRM:

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