Sparkle XRM – Network Visualization Deep Dive


Sparkle XRM is a framework which is built to allow you to create complex user interface solutions in Microsoft Dynamics CRM using C# mainly and with very little client side configuration or heavy design work. Sparkle doesn’t just give you the pre-built code framework to make creating your own so much easier, it even comes with samples for you to try. These are seen as samples but they can be full blown applications for you to use as you...


CRMUG Summit EMEA 2017 – April 4th-6th


I’m pleased to say that following the success of the CRMUG European Congress this year, held in Stuttgart Germany, a follow up to this event has been announced!!! The event will be called CRMUG Summit EMEA, it will be held in Amsterdam on April 4th 2017 – April 6th 2017. The conference center it will be at is called the RAI, what will be, amazing 3 day event! European Congress was a huge success. It was...


Dynamics 365 Community Schema Project – What is it and how can you help?

There is a large chance that you will have seen the news surrounding the future of CRM Online and the way Microsoft is taking this, which is all surrounding a product called Dynamics 365. Dynamics 365 will include CRM, but also a few other applications as well, including what has been referred to as the ‘Common Data Model’ which is the foundation for the intergration and interoperability between those applications. More information can be found here...


Introduction to Project Service in CRM 2016 Update 1


One of the most highly anticipated releases including in Microsoft Dynamics CRM 2016 Update 1 was the introduction of Project Service. The demos and introductions that Microsoft have given us glimpses of in the past 2-3 months have been amazing and really exciting. What is there not to be excited about when there is the pre-made solution available to Dynamics CRM users to be able to quote for and manage projects using tools that provide profitability...


The New Features of CRM 2016 Update 1 & How to Use Them!


The CRM 2016 Update 1 release is now available for new Microsoft Dynamics CRM subscriptions or trials. It will also soon be available for existing organisations via the office 365 management portal via ‘Updates’ on the CRM menu. If you have not already, even if you are waiting for an update to be scheduled, I’d recommend you set up a new trial here to experience and play around with the new features of the latest update,...


How to auto-generate Word Templates using a simple Workflow and OOB Action in CRM 2016 (no code!)

Select Template

There is quite a lot of literature regarding creating Word Templates around now, I touched upon it in my previous post, and the infographic here on twitter. When was I was recently researching a separate blog post, I came across a way to create a Word Template using an out of the box Action and a simple Workflow. From playing around with this, I’ve thought about loads of ideas and solutions that could utilise this functionality and how it can...


The New Features of Dynamics CRM 2016 & How to Use Them!


Microsoft Dynamics CRM 2016 has recently been launched and you will have already been made aware of the awesome new features that is included in this release by the variety of official and unofficial material that has been published in the last month. The best places I would recommend starting in your search of this material is the preview guide and the SDK publication detail & What’s New information as they contain a wealth of information. There is a...


Updated Incremental Auto Numbering Solution (using real time workflows) and video run through

There has been a few queries regarding the Auto Numbering Solution post which featured here originally and upon reviewing it, there are a few things that could have been better explained. I thought this would be a good opportunity to update the original post to include this clarity and also include a short video to run through and explain the ‘concept’ of the solution and also discuss some of the areas that could cause the most...


How to build an Agile Inspired Project Management XRM Solution in less than a day with Microsoft Dynamics CRM

Regardless of where project management is applied, whether it is in consultancy or when managing internal projects and new initiatives, the core concept of managing project objectives from the conception of a project through to it’s conclusion is still the same. Those objectives can contain aims, those aims contain goals, the goals contain tasks and those tasks are taken ownership of by members of the project team. The key variables can vary from project to project but relatively...