Tip #1074: The minimum you need for an opportunity

Min max knob

I like to keep things simple and, sometimes, Dynamics’ in-built functionality make things complicated. Opportunities (and Leads) are a good example of this. There is no doubt Dynamics 365 is great choice for managing a sales pipeline but you need to find a balance between using all the functionality provided and keeping the system flexible […]

Tip #709: Rules For CRM Territory Design

Marking territory

The following are some rules of thumb when designing sales territory structure in Dynamics CRM: You don’t have to use the “Territory” entity. There is nothing magical about the standard territory entity. It may fit your structure, and it may not. Replacing it with a custom territory entity in many situations can give you a […]

Tip #595: The “silent observer” custom activity

When people mention custom activities, they typically think in terms of a user or customer actions. Sending SMS, making money transfer, approving the design, to name a few. These activities are typically created explicitly using Activity menu. There is a different type of custom activity that I’d like to talk about today, the “silent observer”, […]

Tip #117: CRM for Tablets – Form Features not available

CRM 2013 Tablet App

CRM Organizations are starting to use the CRM Tablets application more and more. It is helpful to remind ourselves of some of the constraints that we are under in the existing release. Don’t despair though as I firmly believe we will see some of these solved directly or indirectly in upcoming releases. Additionally, you can […]