This isn't strictly a CRM/D365 post, but I think it could provide some assistance for planning CRM related projects, so I thought I'd share. Any good CRM project, whether that be a new deployment or a small change, requires planning to ensure it is effective; the 5 P's cliché "Proper Preparation Prevents Poor Performance" exists … Continue reading Excel Project Plan
One of the limitations of the workflow engine that I have found frustrating for a long time is the inability to dynamically set lookup fields based on the output of a FetchXML query, however I no longer have to worry as Alex Shlega has provided the answer to my problems with his TCS Tools Solution … Continue reading Setting a Lookup from a Workflow
Last weekend I attended the Dynamics 365 Saturday Summer Bootcamp in London; this was a great event full of opportunities to network, engage and learn, and I am very grateful to the organisers for putting on the event. Whilst at the event I was speaking to someone who told me that he was currently working … Continue reading CRM Development – As easy as making a cup of tea?
Introduction In order to ensure User Adoption of CRM is successful and that the system is delivering results for Users, it is important to ensure that their experience of using the system is as painless as possible. In practice, this means removing unnecessary obstacles to enable them to find the information they need, when they … Continue reading Designing CRM Forms for User Experience
I recently installed North52 in my CRM environment and I've been having great fun exploring the capabilities of the solution to replace some existing plugins, and to develop some new functionality. North52 is an amazing solution that enables functional consultants like me to develop technical solutions using a simple point-and-click editor. North52 is probably worth … Continue reading Update an Account in CRM with the latest Stock Price using North52
One of my favourite tools in my CRM Administrator Toolkit (*not an actual thing) is the Dynamics CRM Power Pane extension for Google Chrome and Mozilla Firefox. The Power Pane add-on has been developed to help developers, testers and power users to accomplish tasks that they may require in their day-to-day role. Installation of the … Continue reading CRM Power Pane – Review