In Dynamics 2015 we can now hook into the OnStageChange event which gets fired when the stage of a business process flow changes. We do this by adding an event handler to the OnStageChange event when the form loads. In […]
If you use Office 365 then the best option for CRM email queues is to use a shared mailbox as they don’t consume a license and there is no charge if they don’t exceed 5gb in size. Below is an example of the […]
There is no concept of shared work schedules when creating services in Dynamics CRM. So if you have a large garage with a resource group containing all your mechanics and they all work the same hours the expectation is that you will […]
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 have required custom code. There is new menu tile under settings to access the Service Management options. In this […]
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 business rules can be used to calculate a weighted revenue amount for an opportunity […]