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 that I like is the ability now to cancel all open tasks for case when […]
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 be edited directly in CRM. This can be confusing […]
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 entity a process flow bar appears at the top […]
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 event is raised when the lookup dialog is initialised and by using an […]
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 allows new records to be added from anywhere in the […]