Gentlemen Prefer Solutions: The Expanding Dynamics CRM Footprint
If you haven’t worked with CRM Online using Office 365 Global Admin rights recently, you might have missed the new delivery mechanism that Microsoft has created for additional CRM functionality not...
View ArticleCRM 2016 Solution Segmentation for The Rest of Us
There’s been a significant enhancement to the Dynamics CRM solution framework in the 2016 release. Here’s what the TechNet article on CRM solution segmentation promises us: To gain tighter control over...
View ArticleA Million Voices: VoC Survey Results Analysis
A few weeks ago I launched a demo survey built on Voice of the Customer, the brand new survey tool from Microsoft. The goals I had for this exercise were twofold: 1) see how these type of interactive...
View ArticleCDM: New Data Model For The Common Good?
The first new component of the upcoming Dynamics 365 platform that has reached a stage of public preview is the Microsoft Common Data Model (CDM). Available via PowerApps, CDM can be provisioned in...
View ArticleActivity Management Enhancements in Dynamics 365 (v8.2)
Whenever a new version of Dynamics CRM and now Dynamics 365 (the XRM part) are released, the first thing you should review is the “what’s new” documentation that Microsoft produces for three different...
View ArticleConfiguring Custom Controls for Views in Dynamics 365 CE V9
The new Unified Interface that launched in v9.0 of Microsoft Dynamics 365 Customer Engagement gave us all the possibility to try out the next generation CRM user experience in new trial orgs or...
View ArticleFrom AppSource to Solutions to Dynamics 365 Apps
In my previous blog post I presented the various different meanings that an App can have in Dynamics 365 Customer Engagement. Now that we’re aware of this jungle, let’s grab a machete and start making...
View ArticleIn Praise Of Code and No-Code
Two weeks ago Neil Benson wrote an excellent article on LinkedIn, as a response to a claim that everyone working as a functional consultant in a Dynamics 365 project team should also know how to write...
View ArticleCard Forms and List Views in Unified Interface
Since the beginning of time, meaning early days of MS CRM, we’ve grown accustomed to the fact that record fields in Dynamics 365 Customer Engagement can be presented either via entity forms or entity...
View ArticleUnified Interface Form Design Notes
It’s been around a year since Microsoft announced that Dynamics 365 Customer Engagement would be moving from the world of separate web, mobile and Outlook clients into a single Unified Interface (or...
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