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When Is It Time For Your Small Business to Invest in CRM?

by Taylor Wilson 20. November 2014 10:00

Perhaps the business you started a few years ago is humming along, and after lots of effort, you're starting to see some real traction. Revenues are growing and your customer list is progressing as well. And that's the problem – as your business grows, it's starting to become noticeably tougher to deliver consistently good service to your customers.

So is it time to start thinking about a Customer Relationship Management (CRM) system to help keep your customer communications, transactions and relationships organized and flowing so your business can continue to grow without the associated growing pains? When you start asking yourself this question, there are quite a few things to start thinking about. Here are some considerations for your checklist.

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CRM Workflow Check Condition - Free Form Text

by Mark Taniguchi 18. November 2014 10:00

As a Dynamics CRM developer, it is my job to find creative solutions to problems encountered by my clients. Many times, I have found that the most creative solutions can come from some of the out of the box functionality provided by CRM. Recently, I had a client request that, while at first glance appeared to be fairly difficult, in reality was fairly straightforward by leveraging some of the functionality provided by CRM.

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Anatomy of a Business Process Flow in Dynamics CRM 2013

by Scott Soulages 13. November 2014 10:00


Introduction

Many articles have been written about the Business Process Flows and how to configure them, but few provide the bigger picture and all of the moving parts. We will attempt to do that here.

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Tags: CRM | Microsoft Dynamics CRM | crm 2013, | FlowUI | Business Process Flow

iPad App Gotchas- Dynamics CRM 2013

by Kim Ossenkop 11. November 2014 10:00

The Launch of Dynamics CRM 2013 brought with it support for tablets {yeah}.  A common application for that functionality is the Microsoft Dynamics CRM App for iPads.  I was so excited to tell my clients all about it…little did I know at the time, some of the intricacies involved with the application – specifically the lack of some functionality!  This isn’t Apple’s fault {gasp}, it’s the way CRM is configured to support use with tablets. 

Below are some of the gotcha’s that have bitten me in the last year:

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Tags: crm 2013,

What Does CRM to ERP Integration "REALLY" Mean?

by John Kassar 6. November 2014 11:00

   As an experienced CRM consultant, I have conversations with clients that sound like this, "I want to have my CRM integrated with my accounting/ERP solution."  My response, "great, what specifically would you like to have integrated?"  Normally after I ask this question, I get blank stares, some shrugged shoulders or I receive responses like “not sure” or “what integration do you have out of the box?”

Depending on the CRM and ERP product selected (e.g. Microsoft Dynamics CRM, Microsoft Dynamics Great Plains, GP, NAV, MAS, etc.), there may be a pre-built integration, which may or may not work for your company’s requirements.  As a starting point, it is best to detail your requirements to evaluate any out of the box integration and/or determine what custom development integration may be required.

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Tags: CRM

Easy Navigate with Windows 8 theme for CRM 2013

by William Woo 25. September 2014 10:00

Easy Navigate is a tool that can make any Dynamics CRM 2013 user experience easier. I saw a navigating menu on Hosk's Blog that has Windows 8 UI that can be customized to user preference. Easy Navigate is nice to use in many ways. First and foremost, CRM users that are on touch screen or Windows tablet will be able to scroll just like in Windows 8 (non-touch screen users can use mouse scroll wheel). Just like its name, Easy Navigate is easy to use, easy to install/uninstall and it's easy to customize for personal preference.

Installing is quite simple. Import the Easy Navigate managed solution from:http://easynavigate.codeplex.com/. After import, simply click on solution to get to following window.

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CRM Reporting Error: Error occurred while fetching the data extension.

by Saul Fernandez 16. September 2014 10:00

I saw this error while working on an On-Premise installation of Dynamics CRM 2013 when trying to run or edit a custom report. I tried isolating the issue to my report, but it was still showing on system (out-of-the-box) reports. While there are other reporting errors that show, this could be the root cause of the problem. Fixing this can either eliminate future errors or hint at a deeper issue on a server. Let’s take a look at the full error and troubleshoot from there.

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Styling and Coloring CRM Forms

by Ivan Gee 11. September 2014 10:00

The transition between CRM 2011 and 2013 is a big leap in terms of the UI. One thing that stood out to me is the form fields and sections don’t have dividers/borders like 2011 has. Out of the box Dynamics CRM 2013 gives you some Javascript functions that allow you to modify the user interface, but it doesn’t give you access to colors, borders or styles. I came up with a few functions that modify the form sections and fields onLoad. These functions require a bit of knowledge on CSS styles on properties such as: borderColor, borderStyle, backgroundColor, backgroundWidth, color, textStyle. A great reference to lookup CSS properties is http://www.w3schools.com/cssref/default.asp. Note these are unsupported customizations.

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Tags: crm 2011 | crm 2013,

Common CRM Scribe Mapping Errors (and how to fix them)

by Tom Franceschine 5. August 2014 10:00

When starting to use Scribe Insight to integrate/migrate data you’ll likely encounter a host of mapping errors. In fact, after several years of regular use I still see these errors pop up from time to time. What follows is a list of common Scribe mapping issues and easy ways to fix them.

Text/NText data importing as NULL

Sometimes when importing data from a SQL source you may notice missing data in large text fields in the target system (for example, the Description field on many Dynamics CRM entities). When testing the DTS in the Workbench you’ll see the data appear in the destination field, however after running the DTS the field will remain NULL.

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Tags: CRM 5.0 | Scribe

Public Sector Primer - Unleashing your xRM

by Sam Thepvongs 10. July 2014 10:00

Historically, CRM has been a model for helping organizations manage their relationships with existing and prospective customers.  While relevant in the commercial space, CRM has recently made significant strides in being much more than this to the public sector.  Today, public sector organizations have really focused on their customers, however, the unique and diverse use cases that exist, have made traditional CRM a traditionally poor fit, given its traditional focus on sales automation and a general lack of understanding of what Dynamics really brings to public sector organizations.     

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CRM 2013 Dependent Option Set

by Chuck Oldes, MCT, MCTS, MCSE, CSM 7. July 2014 10:00

Dependent Option Set

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Tags: Beginner | JavaScript | Dropdown | MS CRM 2011

Modifying Click-To-Call Hyperlink Properties for CRM 2013 Phone Fields

by Michael Shreiber 2. July 2014 14:33

Came across this little item the other day.

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Tags: customizations.xml, | crm 2013, | Click-To-Call, | Hyperlink,

CRM 2013 Field Notifications

by JSanborn 23. June 2014 16:03

In an earlier blog post, we wrote about Form Notifications in CRM 2013. In addition to form notifications, CRM 2013 has also introduced notifications on the field level. Field notifications are very useful when performing custom data validation on a specific field that goes beyond the normal requirements. When your custom data validation logic fails, it will show that the field is invalid and display the error when the mouse hovers over the error icon.

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4-Step Troubleshooting Procedure for the Microsoft Dynamics CRM Outlook Client

by Christopher Bates 20. June 2014 16:07

The Dynamics CRM "Outlook Client" add in can deliver business critical functions to some users, and some great nice-to-have options for others. But it can be tricky to set up and support in a large organization, simply because of the massive number of variables we find amongst operating systems, workstation settings, configuration options, and other software installed on the client computers.

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What's new for developers with CRM 2013

by Webfortis 2. June 2014 16:12

What’s new for CRM Online Spring '14 and CRM 2013 Service Pack 1

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When Is It Time For Your Small Business to Invest in CRM?

Perhaps the business you started a few years ago is humming along, and after lots of effort, you're starting to see some real traction. Revenues are growing and your customer list is progressing as...Read more

CRM Workflow Check Condition - Free Form Text

As a Dynamics CRM developer, it is my job to find creative solutions to problems encountered by my clients. Many times, I have found that the most creative solutions can come from some of the out of...Read more

Anatomy of a Business Process Flow in Dynamics CRM 2013

Introduction Many articles have been written about the Business Process Flows and how to configure them, but few provide the bigger picture and all of the moving parts. We will attempt to do that...Read more

iPad App Gotchas- Dynamics CRM 2013

The Launch of Dynamics CRM 2013 brought with it support for tablets {yeah}.  A common application for that functionality is the Microsoft Dynamics CRM App for iPads.  I was so excited to...Read more

What Does CRM to ERP Integration "REALLY" Mean?

   As an experienced CRM consultant, I have conversations with clients that sound like this, "I want to have my CRM integrated with my accounting/ERP solution."  My response, "great,...Read more