Category: XRM Solution

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 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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