Category: Dynamics CRM 2015

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...

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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...

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

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...

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

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...

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

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...

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Getting Started with the Service Calendar in CRM 2015: Part 1

I always have this need to call the Service Calendar the ‘Resource Scheduler’ and I don’t know why. This is not a bad description though, it does schedule resources, with a resource being whatever you want it to be and having the ability to schedule it for whenever you want.. providing it’s within business hours, not while the business is closed, whilst the specified resources are available and have the capacity to fulfill your request, and...

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Deploying your XRM Solution on Tablets & Mobiles using the Dynamics CRM Application

This post continues on from how to create an XRM Solution that only uses out of the box/standard functionality in CRM 2015 and will go through a task list of how to make that awesome XRM Solution of yours work in the Microsoft Dynamics Tablet & Mobile apps. I’ll also try and cover some tips on where you might have to make some process changes because of their own limitations and some suggestions on how to...

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How to build an XRM Solution using only standard CRM 2015 Functionality

The standard functionality in Dynamics CRM 2015 has really taken a larger jump than 2013 to allow a user to not only create a solution that is not dependent on custom code such as JavaScript or Plugins but has also allowed it to be enjoyable as opposed to a chore. I wanted to highlight why it’s such a good thing being able to achieve this. From a business perspective, it means developers can focus on more...

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