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CRM Code Review Checklist
I’ve had the opportunity to experience some of the pros and cons of various coding styles and techniques over the years. Over time I myself have performed code reviews not only to address performance,...
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CRM 2015 Vega Pre-Operation Ownership Assignment Restriction Issue
Stephan Smith:A new behavior of CRM 2015 Vega is to disallow changes to record ownership in a pre-operation plugin. This issue can be a major cliff hanger for systems that implement some form of...
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The Challenge of Service/Customizable Products in CRM
Out of the box CRM hosts various mechanisms and features around products. They tie into opportunities, quotes, orders, and invoices allowing for sales automation scenarios. What’s nice about it is that...
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CRM Integration Designs Brief
Integrations are typically an integral part of an enterprise CRM application. In a happy day scenario the system will always be up and not encounter issues. Unfortunately we know for a fact that this...
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Good Integration for Dynamics CRM MoCa Client Highlights
There’s been a lot of ask for when there will be a Good Dynamics Integration It’s official that there will be a Good Dynamics application The Dynamics CRM application for Good is in the Apple app...
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What’s New with CRM Online (Carina) Highlights
Async/Workflow Updates Async servers will now monitor available jobs and pull extra workloads based on available server resources. Workflow processing throughout has been increased from 25% to 50%...
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Multi-Version CRM Deployments?
I recently came across an interesting piece of information about CRM online and how they are addressing the issue of downtime between upgrades. When I first started using CRM I wondered if it was...
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CRM Online (Carina) API Enhancements Highlights
As an ongoing concern CRM architects and developer should continue to review the latest features and capabilities of the platform. Keeping up to date on exactly what is new or changed is not an easy...
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CRM 2015 (Vega) Feature Highlight Notes
Entity Hierarchy Feature Enhancement New Hierarchical Visualizations Query enhancements for searching hierarchical relationships Rollup queries for summarizing data at each level Global Search...
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Managing Users in Multiple CRM Online Instances in Office 365
The great thing about Office 365 is the ability to conveniently manage your users and other services in a single place. This of course also includes your CRM Online instances. One behavior of the...
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