Clik here to view.
Access Option Set Labels in Dynamics CRM OData Feeds via Power Query
If you’re using Dynamics CRM Online without direct access to the underlying SQL Server database, there may have been a few occasions when you’ve wished for more flexible options for reporting and...
View ArticleClik here to view.
Troubleshooting CRM for Tablets Login Issues with ADFS
All CRM 2013 and CRM Online customers have access to the CRM for Tablets app that’s available for Windows 8, iOS and Android devices. Since it’s an app from the new age of mobile computing, the users...
View ArticleClik here to view.
Time Travel with Workflows: Accessing “Before” and “After” Values
Dynamics CRM has had a built-in auditing feature since the 2011 version, which provides a really handy tool for situations where someone needs to investigate the changes that have taken place on field...
View ArticleClik here to view.
10 Tips for Designing a Great User Experience in Dynamics CRM
Last week I had the privilege to talk at the Dynamics CRM Finland User Group meeting in Helsinki (quick recap available in Finnish here). When planning on what topic to choose for my presentation, I...
View ArticleWho Is The Customer in Your CRM? (Podcast)
Recently I was invited to make my second appearance on the CRM Rocks podcast series, hosted by Markus Erlandsson. The first episode we did back in fall last year was focused on “what’s new in Microsoft...
View ArticleClik here to view.
CRM Navigation Hacking with Bookmarks
When you spend your days working closely with an application like Dynamics CRM, such as when customizing or developing solutions for your customers, your mind will often times be working much faster...
View ArticleClik here to view.
Monitoring Rollup Field Values with Workflows
In an earlier post I demonstrated how you could leverage the new Rollup Fields feature of Dynamics CRM 2015 to summarize the behavior of your customers and produce interesting metrics that could be...
View ArticleClik here to view.
Customizing Lead Qualification Process in CRM 2015
This is the first part in an article series where I’ll be presenting a few customization tips & tricks that you can use in Microsoft Dynamics CRM 2015 to enhance the functionality used in a typical...
View ArticleClik here to view.
Using CRM 2015 Calculated Fields for Opportunity Estimated Revenue
It’s time for part 2 in the Smarter Sales Process article trilogy. As described in my previous blog post about lead qualification process customization, this content is taken from my...
View ArticleClik here to view.
Tracking Pipeline Development Over Time in CRM 2015
We’ve come to part 3/3 in the Smarter Sales Process article trilogy. In the earlier posts we talked about customizing the lead qualification process and using calculated fields for opportunity...
View ArticleClik here to view.
Your Interaction Network in Dynamics CRM
One of my posts that seems to remain in high demand, based on the site visitor analytics, is Advanced Queries with Advanced Find. Written over two years ago, people still tend to read it far more often...
View ArticleClik here to view.
Configuring 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 ArticleClik here to view.
Getting Your MCSE Certification for Microsoft Business Applications
No matter if you’ve been in the Dynamics business for over a decade, there inevitably comes a time when you’re unqualified for your job. Not necessarily from a real life competence perspective, but by...
View ArticleClik here to view.
Demystifying Dynamics 365 & Power Platform Licensing: Part 1
At Dynamics Power 365 Saturday London 2019 I presented on a topic that I had never attempted to cover in any public forum earlier: licensing. In fact, I bet it’s an area most members of the Dynamics...
View ArticleClik here to view.
Demystifying Dynamics 365 & Power Platform Licensing: Part 2
In the previous post I highlighted some of the recent updates on Dynamics 365 licensing. Now let’s have a look at how the birth of Power Platform has further expanded the licensing options for...
View ArticleClik here to view.
New Courses for Learning Power Platform & Dynamics 365
Microsoft announced in December 2018 that they were retiring many of the Dynamics 365 exams that previously were part of the MCSA and MCSE Business Applications certifications. Shortly after that,...
View ArticleClik here to view.
PowerApps “Starter” Plans Capabilities Demystified
There are many ways to get started with PowerApps on the cheap. What I mean by cheap here is the types of licenses that have certain limitations on what you’re allowed to do with the PowerApps...
View ArticleClik here to view.
Why You Should Become a #PowerAddict
Recently I was tagged to do a “confession” in the #WeArePowerAddicts challenge, started by MVP Vivek Bavishi. There’s been a massive amount of support for this over on Twitter, where many of the...
View ArticleClik here to view.
Canvas Apps for the Model-driven mind: how to make that leap
Business applications come in all shapes and sizes. In the Microsoft ecosystem, we now have a broader set of tools to choose from, compared to the past strategies of Build vs. Buy, i.e. writing code...
View ArticleTracking Pipeline Development Over Time in CRM 2015
We’ve come to part 3/3 in the Smarter Sales Process article trilogy. In the earlier posts we talked about customizing the lead qualification process and using calculated fields for opportunity...
View Article
