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'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