Introduction to Project Service in CRM 2016 Update 1

demo_10

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...

More

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

6_PowerBI_Dashboard

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,...

More

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...

More

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

FinalDashboard_Goal

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...

More

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...

More

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...

More

How to use Articles in Microsoft Dynamics CRM (& Why you should use them)

NewTemplate_3_ArticleDesigner

Articles are a standard entity in Dynamics CRM and they are not a new feature. They have been around since version 4.0 in one form or another and in subsequent updates and new versions they have been gradually improved into what you can do with them. Articles are an amazing entity which form the greater knowledge base of your organisation. We’ll talk about how amazing they are in a moment. For the purpose of this post, I’m...

More

Step by Step guide on creating a Dynamics CRM 2015 Trial with Office 365 and setting up the new OneNote & Excel Integration functionality

OneNoteIntegration_6

I eluded to it in my previous post that I was going to provide a step by step guide on setting up a trial of Microsoft Dynamics CRM 2015 and also Office 365 so that you can test out & play with the new integration features that the Update 1 release has provided us. These features are specifically the OneNote Integration and the Inline Excel editing tool. Microsoft keep changing how to set up free trials...

More

The New Features of CRM 2015 Update 1 & How to use them

Excel_Online

The new CRM 2015 update is upon us and you can now play with it yourself by creating a free trial of CRM 2015 which I recommend you doing now and finish reading this post after it’s set up. Go now. You might not think it’s been that long since CRM 2015 has been released, and technically you’d be right it’s been publically available now for about 6 months. However saying that, regular updates which introduce...

More