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A panel of Microsoft Dynamics CRM experts provide reviews and opinions to aid professionals with the CRM selection process.

 
 

 

Dashboards in Microsoft Dynamics CRM 2013 act as a tool to get you up to speed and in-context with the areas of your business that you care about each time you open Dynamics CRM. They can assist you in anything from pursuing the best leads for that day, to following up on your most urgent […]

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If you are the Administrator of your organization’s Microsoft Dynamics CRM system (either by accident or by design) you are likely flooded with daily questions and requests from your CRM users.  Staying on top of your game as a CRM Admin requires staying current on all the latest CRM news and trends, and knowing where […]

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One of the many new exiting feature in Dynamics CRM 2013 is the ability to configure consistent business process that will allow users to follow best practices and common steps in their daily work.   Business processes can be used to support a step by step approach providing guidance to the user while he completes […]

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CRM workflows can add time (days and hours) to a date/time field. To create a task 4 hours from now, let's say: Friday 4:00PM, the calculated time is 8:00PM the same day, which is outside business hours ( Monday-Friday 8:00AM till 5:00PM). Adding 4 business (working) hours to Friday 4:00PM is actually, Monday 11:00AM. Moreover, […]

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Ever since January when Microsoft announced it had acquired Parature, a cloud based customer service solution provider, there’s been a fair amount of speculation about what this means for Microsoft’s Dynamics CRM customer relationship management platform.  And while Dynamics CRM will certainly benefit from Microsoft’s purchase, the exact timing remains unclear.  According to a recent […]

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Cross-entity Business Process Flows provide an excellent tool for companies to guide CRM users to intended outcomes, in a consistent and repeatable fashion.  BPFs are flexible and extensible, allowing for CRM to model complex scenarios and thereby bring an organization’s business processes to life. Below is an overview of how to build and implement a […]

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“This is your captain speaking. I have a quick announcement to make from the flight deck. We are in the air, and the co-pilot and I have no idea what altitude we are flying at or what direction we are headed. Now sit back, relax, and enjoy the flight. We will let you know when we […]

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With a spirit of efficiency, CRM 2013 boasts many major new features like business process flows and a streamlined user-interface. With that said, some of my favorite features in this release are the simplest and most subtle. Here are my top 5 time-saving features in CRM 2013: 1. Navigating using the browser’s ‘Back’ button: In keeping with the […]

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How to add Telephone Number Standardizing Javascript to CRM 2011 and 2013: Instructions for CRM 2011: The script found below will take a string of 10 numbers and convert them to the following format: (###) ###-####. Identify the script to be used: function FormatPhoneNumber(fieldName) {     var oField = Xrm.Page.getAttribute(fieldName);     var sAllNumeric = oField; […]

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One of the most exciting new features in Microsoft Dynamics 2013 is the addition of Business Process Flows.  Yes they are pretty, guided, and thoroughly ‘modern’, but more importantly they seek to replicate real world business process inside of an enterprise application.  The real world processes do not have to bend to fit the constraints of […]

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