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CRM Spring Release ’14 brings 2 very handy new features for Cases: Merge Similar Cases Depending on the size and nature of your business, it is common to have desperate clients login the same problem twice or accounts with multiple contacts log c...
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Microsoft has announced that Microsoft Dynamics CRM 2015, as well as updates to its Microsoft Dynamics CRM Online and Microsoft Dynamics Marketing services, will be generally available in the fourth quarter of 2014. Considering we are in September...
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I’m going to cover the basics of creating an Email Marketing template and show how to safely test it until it look good enough to be saved, published and ready to use. Before we can assemble an Email marketing template, we need to first crea...
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The new SDK for CRM 2013 SP1 has some upgrades for our favourite tools. Starting with the Plugin registration tool, they’ve added a region drop down to try eliminate a confusion with the discovery end point. When you unzip the sdk, you will notice...
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ClickDimensions offers a very powerful email template editor that can be a sale generator on the hands of a good email marketing team or specialist. One advantage over Dynamics Marketing is that ClickDimensions features are added inside CRM while ...
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I know this is already “old”, but I tried to categorize the fixes for this latest rollups based on the CRM forum threads and based on some features that are a little notorious for having a few issues now and them (if you know what I am mean.) Upda...
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The Microsoft Dynamics CRM Team announced that CRM 2015 Update 1 will deprecate the List Component as a result of SharePoint’s deprecation of the sandbox solution, a dependency of the List Component. (Click here for more) It’s time to get pr...
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Starting with Rollup Fields, we can now perform calculations using the AVG operator and aggregating data across all activities related to a record. On this example. I created a field that calculates the average time to complete activities for one ...
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