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Microsoft Dynamics CRM Online 2015 Update 1 Announced: What are you excited...
Microsoft Convergence 2015 has wrapped up in Atlanta and the week was full of news and excitement about the future of where Microsoft Dynamics CRM is going. Much of the buzz is around the upcoming...
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New Advanced Find filter criteria “Under” and “Not Under” in Microsoft...
Microsoft Dynamics CRM 2015 is shaping to be a much better upgrade than its previous predecessors. Along with some new functionalities, one concept that stood out for me is the ability to layout your...
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Microsoft Dynamics CRM Error: Unable to get property ‘form_onload’ of...
Recently, we were working with a client preparing to upgrade to Microsoft Dynamics CRM 2015 from Dynamics CRM 2013 Spring ’14 instance. Within their production environment, users complained of multiple...
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Changing the rollup calculation frequency in Microsoft Dynamics CRM 2015
One of the exciting new features, introduced in Microsoft Dynamics CRM 2015, is the rollup field type. In my colleague’s blog Microsoft Dynamics CRM 2015 new functionality: How to do aggregate and...
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Microsoft Dynamics CRM 2015 spring release at a glimpse
The Microsoft Dynamics CRM 2015 spring release AKA Vega will launch in Q2 2015 and promises some great new tools for your Dynamics CRM toolkit. The really big news for the spring Dynamics CRM release...
View ArticleFeature Spotlight: Microsoft Dynamics CRM Marketing
Over the course of my Microsoft Dynamics CRM career, I’ve worked with versions 4.0, 2011, 2013, and now 2015. In the earlier iterations, the Marketing module was not as strong as it is today, and I...
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Microsoft Dynamics CRM 2015 Spring update released — first impression
Microsoft Dynamics CRM 2015 major Spring update has been officially released for Dynamics CRM Online. After experiencing the new changes, its easier to work with Dynamics CRM 2015 to manage your...
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Six questions to ask yourself when determining the right time to upgrade your...
This is a question that our clients often ask us when there is new version of Microsoft Dynamics CRM is released. However, there is no right or wrong answer because there are so many variables involved...
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Microsoft Dynamics CRM 2015 Update 1: Getting Started with Office 365 Groups
The Dynamics CRM 2015 Spring Update contains a wonderful new preview feature titled Office 365 Groups which will allow for a unified experience among Microsoft Dynamics CRM and non-Dynamics CRM users...
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Microsoft Dynamics CRM 2015’s new mobile app for smartphones
Two years ago, I wrote a blog about using Microsoft Dynamics CRM 2013 mobile client on tablets, The Future of Mobile Client in Microsoft Dynamics CRM 2013, explaining the future of mobile client for...
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Use owner and access teams to customize group privileges in Microsoft...
Teams in Microsoft Dynamics CRM are a group of users who can be assigned similar privileges. There can be exceptions when an user can be individually restricted from something to which the team has...
View ArticleMicrosoft Dynamics CRM 2015 Update 0.2 benefits on-premise users
Microsoft Dynamics CRM 2015 update 0.2 is released for on-premises customer. This update contains mostly hotfixes and support functionality. Changes worth noting in this update. Support for Windows 10...
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Microsoft Dynamics CRM for phone mobile app issue: Open activities appear locked
During a recent Microsoft Dynamics CRM 2015 online implementation we stumbled upon an issue with editing Activities in the Dynamics CRM for phones mobile app. The sales process for users is to add...
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ClickDimensions Spring 2016 Updates for Microsoft Dynamics CRM
The ClickDimensions April 2016 release is now available for ClickDimensions customers using Microsoft Dynamics CRM 2011, 2013, 2015 or Dynamics CRM Online. Auto updates have been scheduled for the...
View ArticleMicrosoft Dynamics CRM 2015 Features: Business Process Flows
The Business Process Flows were created for Microsoft Dynamics 2013. As with most new features, the 2013 version of Business Process Flows were functional, but lacked features. Specifically, there...
View ArticleMicrosoft Dynamics CRM 2015 – The Future of the Dialog
As I look at the current feature set for Microsoft Dynamics-CRM, it seems that the existing dialog functionality doesn’t fit. While I have no knowledge as to Microsoft’s thoughts to the future of the...
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Difference between Microsoft Dynamics CRM 2015 and Service Pack 1
Microsoft Dynamics CRM, like all business software, is a wasted resource if it is not adopted by the organization’s user. The number one objective of all CRM or ERP implementations is user adoption,...
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Microsoft Dynamics CRM 2015: Using Branching Business Process Flows
During a recent online implementation of Microsoft Dynamics CRM 2015 I had a client who needed to have a different business process flow for one case type, but the rest of the case types would be...
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Microsoft Dynamics CRM 2015: Case Timer Functionality
Recently during an online implementation of Microsoft Dynamics CRM 2015, we had a client who wanted a timer to make sure that cases are staying within a certain time parameter. In addition, they wanted...
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Fully Utilizing the Business Process Flow in Microsoft Dynamics CRM
Business process flows (BPF) have been around since Microsoft Dynamics CRM 2013 and conditional branching was added to business process flows in Dynamics CRM 2015. For those who are familiar with...
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