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CRM Entity Relationship Behaviors
An easily overlooked design aspect of a CRM system is how entity relationship behaviors should be configured between entities. It is something that can be certainly considered during the system design...
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The Future of CRM 2013 Navigation
The New Interface If you are like me, when you saw the new CRM 2013 navigation you said hmmm while you casually rubbed your chin in a analysis type posture. Then you probably started thinking well it...
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Plight of the CRM Project Manager
Time Estimation Most often when a project manager and a developer are taking they have a trendy to not be communicating in exactly the same language. This may sounds like an overstatement for most...
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Troubles Getting A “Date” with Dynamic CRM Soon to Be Over
If you’ve ever had to implement a true date field in a system you were designing and had users in multiple time zones you know the on-going issue of having that date show up as either the day before or...
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How to Remove the Add-Existing Button from Dynamics CRM Form Sub-grids
If you are now using CRM 2013 you may notice a new feature where when you click on the plus sign to add a new record to a sub-grid a dropdown displays with a quick list of available entities to select...
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The importance of Frameworks And Platforms in Project Delivery
When being introduced to a new project the starting team as a whole gets a lot of the bonus up front understanding of the problem domain and is able to establish key SME relationships. This helps the...
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Minimizing Dynamics CRM System Complexity with Share Based Component Visibility
Role Based Security – What we already know. Role based security within a CRM system enables the capability to show relevant system components based on the security roles assigned to a user. The obvious...
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Option Set versus Custom Entity Guidelines
I’ve seen more than a few CRM systems where option sets were used in places it didn’t make sense. I’ve also seen dramatic over use of custom entities where an option set would have made perfect sense....
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Dynamics CRM Security Components Overview
The core security components within Dynamics CRM are organizations, business units, privileges, security roles, teams and users. There are a lot of implications to how these components are used when...
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File Attachment Empowerment in CRM Carina/Ara
Attachments in CRM have always been a touchy subject. They are the joy of users and the bane of administrators. Storing documents in the CRM database has a host of considerations that go along with it...
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CRM 2015 Vega Tablets Enhancement Highlights
CRM 2015 has a host of new features and capabilities. The following is a summary of the enhancements specific for tablets. Vega Tablet Enhancements Win 8.1, iPad and Android Offline Create Multiple...
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CRM 2015 Vega Outlook Client/Exchange Integration Highlights
The following are some of the highlighted enhancements to Dynamics CRM 2015 for Outlook and Exchange. Synchronization Enhancements Sync more addresses and phone numbers Sync Outlook assigned tasks Sync...
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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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