The Tao of CRM – A Dynamic Road to Enlightenment

The Tao of CRM – A Dynamic Road to Enlightenment
  • Modifying the Case Guided Process

    If you haven’t seen the new CRM Forms, it’s a complete paradigm shift in thinking of how data is presented on the form and how you interact with it.  Today I tried to figure out how to modify the case’s guided process and stumbled upon...
  • Multi-Select Option Sets – Part 2

    And we’re back… Today I’m going to revisit one of the more popular posts on the site, Multi-Select Option sets . This little javascript hack is a great way to present the selection of multiple option set values. The biggest problem...
  • Microsoft Dynamics CRM 2011 Rollup 7

    Exciting news for CRM On-premise users.  Yesterday Microsoft released the latest update to Microsoft CRM, Update Rollup 7.  This introduces new functionality, including the Read Only Forms. Check out the list of features, changes, and other info. ...
  • Microsoft Dynamics CRM & SQL 2012

    With the recent release of Microsoft SQL 2012, and the great features it brings to the table , some of you might already be considering migrating your infrastructure. I stumbled across this Microsoft CRM Compatibility list that MS revised today. You’ll...
  • Can’t Export Solution

    I was having a strange issue today where I was unable to export a particular solution from a client’s environment. The download bar wasn’t showing up after clicking on the export button. It was almost as if I hadn’t pressed the button...
  • Icons for Microsoft Dynamics CRM – Take Two

    In a previous post I showed a great icon pack for MSCRM that included 2000 sized icons (16px & 32px) that fit in with the same look and feel of CRM.  I stumbled across  another great icon pack that mimics the new Google branding. The only hiccup...
  • Opportunity Product Quantity Precision

    Microsoft defaults the quantity precision on the opportunity products to 5 decimal places. This works out great when you’re selling in bulk quantities but not so great when you’re selling widgets. Nobody wants 1/1000 of a widget! This is...
  • MetaData Driven apps

    We’ve been kicking around the idea of creating metadata driven apps powered by CRM and form layouts. This is an exciting opportunity to leverage CRM as a CMS system. After a bit of digging around, I found the following snippet of code gets us halfway...
  • Filtering Option Sets

    Recently we ran into the need to filter option sets dynamically based on what Business Unit a user is in. Imagine the scenario where you have a dozen or so business units, each with a unique sales process. If you want to leverage the out of the box reporting...
  • Workflow Scope Limitations

    The scope limitation option on workflows in MSCRM is a great feature that unfortunately has half baked functionality.  Particularly when dealing with large organizations with multiple Business Units, it’s compelling to try and limit scope to the...
  • How To: Filter the Queue List

    Today I set out on trying to figure out how to filter down the list of queues in the user’s queue drop down list.  Particularly for larger organizations, this list is absoultely unmanageable.  No user should reasonably be expected to sift through...
  • Adding a record wall to a form

    I’ve been messing with the new Activity Feeds released this month and figured that adding a record wall to a form would be easy as cake.  Unfortunately, it’s a 12 step process.  This Microsoft Blog post outlines the steps you need to take...
  • Default Associated View to All

    One of my gripes with the out of the box functionality in CRM is the inability to override the default Associated View filter. For Activities, the default is “Next 30 days”. If a user wants to default to All activities, they need to select...
  • Where’d the CRM Client for Outlook go?!

    A few days ago I was trying to install the CRM Outlook client and found that ALL links leading to the download page were now broken and returning 404 errors. For a second I thought Microsoft decided to pull the client because they found some no-fix critical...
  • Creating a Custom Qualify Lead Button

    On a recent client, we suggested replacing the Qualify button on the lead form. Every time a user qualified a lead, they always checked off account/contact/opportunity/Open newly created records. By replacing this window with a single button we would...
  • GETTING EXTREME!

    I’ll be attending this year’s ExtremeCRM in Las Vegas.  If you’re in the vicinity and want to talk CRM, drop me a line.  I’ll be there all three days (Oct. 2nd – 5th)
  • Demo and Training Videos

    I spent the better part of the last few months doing training for a client’s CRM implementation.  This involved CRM Training, System UAT, and follow-up gap training.  Every time I did a training session, students would ask for follow-up training...
  • Optimizing and Maintaining the Performance of a Microsoft Dynamics CRM 2011 Server Infrastructure

    Microsoft keeps churning out the CRM documents. Here’s a new one just released: Optimizing and Maintaining the Performance of a Microsoft Dynamics CRM 2011 Server Infrastructure This provides some great infrastructure tips, not just server focused...
  • Maximum Landing Page Limitations

    Recently, I’ve been using the internet lead capture functionality available only in CRM online. This extra incentive provided to online users allows you to create lead capture pages in a few minutes and have them hosted by Microsoft. While this...
  • CRM 2011 Administrator’s Guide

    A new printable CRM 2011 Administrator’s Guide has been released.  I can’t count the number of times I’ve been asked to provide such a document!
  • Delete Field Data Via Workflow

    Mass edit is a great feature in CRM.  You can run an advanced find to query for a list of potential records to update and edit on the fly.  The only problem with this arises when you want to delete data.  Unfortunately, the mass edit is additive, so any...
  • Broken Dropdowns: Can’t Select or Group Query Rows

    I’ve run into this issue quite a few times trying to develop system views or modify workflow condition criteria.  The behavior I was seeing was that when I would try and modify a workflow condition, I was unable to select a single row for deletion...
  • CRM Debug Page

    I just stumbled across a post by Ben Hoskings outlining how to access a little known debug page in CRM 2011 .    This page provides some basic information regarding the server setup, client information, and user information.  It’s not a silver bullet...
  • CRM Online Go-Live Checklist

    As I approach the go-live date of the system I’m currently working on, I find myself trying to get all of my ducks in a row. A CRM Support Engineer recently pointed me to the CRM Online Go-Live Checklist which is a great resource for all those important...