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
I've been working on a problem that's been plaguing me for months and now, thanks to Microsoft Business Solutions MVP Aiden Kaskela and his Workflow Elements solution, I've finally managed to get it sorted. The Problem I wanted to be able to conditionally add members of one Team to another with a workflow, without hard … Continue reading Add Team Members to another Team
Following on from my last post I wanted to share some of the tips I've picked up along the way related to developing new entities in Dynamics CRM/365. The first major step in any development is the creation of a new system entity, and there are plenty of opportunities for missteps here. Per my last post, … Continue reading Customisation Tips – Entities