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Session Id : J18AXeY2IojhSpwi/G1XJq

Customer experience | Sales, Customer Insights, CRM

Dynamic Day

Dynamics 365 Community / Blogs / Customer experience | Sales, Customer Insights, CRM / Dynamic Day

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28 May 2021
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“Merge Similar Cases” and “Create and Manage Parent and Child Cases”

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...

Bruno Lucas 5,421
28 May 2021
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Dynamics CRM 2015 and many other related upgrades not far away

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...

Bruno Lucas 5,421
28 May 2021
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Creating Dynamic Email Templates with Dynamics Marketing

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...

Bruno Lucas 5,421
28 May 2021
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CRM 2013 SP1 New Plugin Registration Tool – Connect to CRM Online

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...

Bruno Lucas 5,421
28 May 2021
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ClickDimensions Email Templates

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 ...

Bruno Lucas 5,421
28 May 2021
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Rollup 1 for CRM 2013 sp1 and Rollup 18 for CRM 2011 [Categorised Summary]

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...

Bruno Lucas 5,421
27 May 2015
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Deprecation of the CRM SharePoint List Component

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...

Bruno Lucas 5,421
07 Apr 2015
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CRM 2015 Online Update 1 – Rollup Fields and Business Rules enhancements

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 ...

Bruno Lucas 5,421