For years we’ve been whining about the workflow editor and rightly so. Can’t indent, can’t reorder, can’t copy, can’t paste. So many good man-hours lost in the battle against corrupted workflows… Every release we’ve been hoping for something better but to no avail. I suspect that the upcoming spring-make-it-late-summer release may too leave the workflow […]
A fortnight ago I’ve had a privilege, a luxury, and a duty (trying to pass for a real developer) to attend CRMUG Focus and Microsoft Build 2017, all within a space of 5 days. The best quote of the entire week came from one of the presenters who had about 4 or 5 Surface devices […]
This post is the final tip of 2016, with tipsters taking a break to spend their time elsewhere. It’s been a busy year, with many changes to our beloved Dynamics CRM 365 platform over the past year, and like with your closet and the clothes that no longer fit you, it is time to clean […]
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 […]
As BlackBerry can attest, market share is a fickle advantage. Presenting illustrated tipster guide to the most interesting players on CRM scene in 2016.
One of the most exciting upcoming features in CRM Online is Azure Machine Learning integration (under In Preview): This release will introduce scenario-based Machine Learning (ML) integration with Azure ML for product cross-sell recommendations, and auto-suggest of relevant knowledge articles and case topic analysis. These scenarios are based on integration with Azure ML APIs for […]
This is our final tip of 2015, and so we present a grab bag of goodies: Fantasy Sales Team is now available for CRM online clients in North America. This is the gamification platform that Microsoft acquired earlier this year. Improve your user adoption by making it a game. Users pick their teams and compete […]
It’s Thanksgiving in the United States today. That’s when Americans give thanks and eat too much (actually, they do that last one all year round). The traditional food of choice is turkey, a not so majestic fowl. I suspect that most people don’t actually like the taste of turkey, but they eat it because of […]
tl;dr Today’s post is not about CRM at all, it’s about CTRL + 0 combination in Outlook and Word. Go on, try this shortcut when typing your next email or document. Boring details I’m all about style. Not in clothes, in that department I’m hopeless and prefer to delegate. I’m talking about CSS in HTML or styles […]
Can’t get enough of the CRM Tipsters? Good news! You can now subscribe to our podcast. CRM Audio is a podcast about Dynamics CRM hosted by Joel Lindstrom, George Doubinski, and Shawn Tabor. A roundtable discussion of all things CRM, including what’s new, best practices, and answers to your CRM questions. We will feature (hopefully) […]
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