Dynamics CRM does an excellent job hiding complexities of the relational design, solid data model, and friendly and consistent UX. Quite frequently CRM customizers and developers are the ones who’s paying the price. User advocate: We have a custom text field on the contact entity called Position but noticed that users type almost the same […]
There are almost daily improvements to CRM Online management facilities. Just as we managed to catch our breath after on-demand backup and restore were made available for CRM Online, we now have an ability to put trusted IP rules in place. Even though there were numerous tweets and pingbacks about the article I thought I’d […]
Word templates introduced in CRM Online and CRM 2016 are not the easiest contraptions to edit. One of the questions that popped up in a recent conversation was how to use conditional IF in the document generation. tl;dr To refer to the control values after the document has been generated, wrap content controls using bookmarks […]
Derek “clients call him ‘The Guru’” Hughes has been our follower for some time and today he returns the favor with some interest because his tip is hot. We haven’t seen any announcements or heard anything in the official channels regarding backup and restore coming in any wave updates. Edit: official announcement and documentation are […]
Adam “you say gotcha, I say undocumented feature” Vero has the microphone. The ability to add individual components to a Solution in 2016 is great, with or without the formal patch clone, update and rollup features. You can add just the things that you are actually changing to deliver the requirements for a sprint, or […]
It may come as a surprise to some but CRM is frequently used for data entry. Not just graciously moving the mouse and clicking here and there while holding a cup of English Breakfast in the other hand but actually banging on a keyboard trying to enter as much data as possible in a shortest […]
If you’re like Andreas (SeAn) Seitz then you don’t like manual labor. Like managing and uploading your rdl files by hand, for example. What does the developer do when they need to automate a mundane task? That’s right, write their own XrmToolbox plugin. Andreas himself After hours of manually uploading CRM Report .rdl files from […]
Have you ever wondered what is ROI (return on intestment) for CRM Online is? If you are in sales, I bet you’ve been asked this question many times by your prospects and your customers. Wonder no more. Learn more about the benefits, costs and risks associated with a CRM implementation in the Total Economic Impact […]
Good, old, and fairly reliable components like email router tend to slip under the monitoring radar. They work for months on end and it comes as a surprise when they stop and, in a lot of cases, we discover the problem only because users start complaining. For quite some time Dynamics CRM 2015 Email Router […]
As BlackBerry can attest, market share is a fickle advantage. Presenting illustrated tipster guide to the most interesting players on CRM scene in 2016.
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