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A panel of Microsoft Dynamics CRM/Dynamics 365 experts provide reviews and opinions to aid professionals with the CRM selection process.

 
 

Microsoft Dynamics CRM experts offer advice, training tips and customer updates to help existing users of Dynamics CRM get the most out of their customer relationship management software system.


Dynamics CRM now allows you to create and persist Document Templates using Microsoft Word. We were intrigued by this functionality and began to explore it immediately, but discovered one shortcoming. The user interface in CRM forces you to select a single starting entity and only entities that have a direct relationship for the data. But […]

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The next time you do a Microsoft Dynamics CRM upgrade, you will likely transition to Microsoft Dynamics 365. But you will still be doing an upgrade. So it is good to be clear on the steps involved to make sure it is a successful upgrade. An upgrade is a finite project. There are milestones to complete […]

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As I’ve been developing in Microsoft Dynamics CRM, I’ve come to learn that if there’s an issue, chances are it stems from report generation and SSRS. We were developing our new customer portal and as a part of the customizations, it required a report generated from CRM to be displayed on a webpage in the […]

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Microsoft Dynamics CRM 2016 update 1 brings with it many new service features, analytics features and productivity features.   There is one new bit of functionality that while minor, will have a big impact. The CRM team has given us the ability to easily create multiple personal email signatures. This is something we take for […]

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Imagine that your sales users are required to fill in an Estimated Close Date field on every opportunity that they create in Dynamics CRM, and you want to automatically create a reminder task for the sales user one week before the estimated close date. However, to avoid confusing your sales users with irrelevant tasks, you […]

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CRM 2016 is here and it’s full of new enhancements! One of my favorites is the advances in the solutioning capabilities of CRM to allow for Managed Solution Patches. This new feature allows for a more granular approach when building solutions and deploying patches.  This feature can be incredibly useful when you want to deploy […]

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MS Dynamics CRM vs Salesforce   Sign up for a free CRM course! Learn more about CRM's features Being part of the help desk support team affords me the opportunity to learn about little idiosyncrasies in Dynamics CRM and I like to pass along these sweet nuggets to our loyal blog readers in case you find […]

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Throughout my support and maintenance activities for customers, a common request is to look into notifications in CRM that are “not being sent”. There are a lot of components and configuration items involved in the process of having CRM send out messages via email.  This blog focuses on some of the most common user-account-related issues that […]

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Our team was recently presented with a puzzling issue for one user. Outlook would consistently crash when opened with the CRM client enabled. This was in a term server environment, and only 1 user was reporting the problem.     We tried the usual steps to un-configure and reconfigure the CRM Client and then do […]

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We recently had a CRM online customer describe a “display problem” when using the Microsoft Dynamics iPad app to view CRM records.  When he opened a lookup field on an Opportunity record, the iPad showed possible record suggestions in a black bar running across the screen.  This is the expected behavior on the form. While the list of items showed 3 slots for field […]

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