The Spring 2014 release of Dynamics CRM saw the introduction of the Service Management functionality which allows SLA’s to be created and maintained which previously would...
A common requirement when customizing Dynamics CRM for a sales team is to calculate a weighted revenue based on a combination of fields. This simple example shows how...
The Advanced Find functionality in Dynamics CRM is a powerful facility which allows users to search for data using a combinations of conditions. The number of fields available...
You cannot import many to many relationships in Dynamics CRM using the out of the box import tool however this functionality was recently added to the fabulous...
The Spring 2014 release of Dynamics CRM contains some nice features around service management including the ability to configure SLA’s. One improvement in service management...
When you use the data import wizard in CRM you get the option to save your import mappings as a Data Map so it can be reused. Unfortunately saved Data Maps cannot...
Business Process Flows which added in Dynamics 2013 are used to guide a user through the steps in a business process. When a BPF, Business Process Flow, is enabled for an...
Dynamics 2013 includes some new methods to simply the process of filtering the results displayed in a lookup dialog. The concept is relatively straight forward. The PreSearch...
One of the best usability features added to Dynamics 2013 was addition of the Create button in the navigation bar. As part of the new user experience (UX) enhancements it...