• Where is that new Microsoft Dynamics CRM dashboard you promised?!

    Recently we created a Microsoft Dynamics CRM 2015 dashboard to display a custom report. I’ll get to the steps of creating a dashboard to display the report in a different blog, for today, we’re going to discuss the visibility of the system dashboards and forms. To create a system dashboard. Select your solution. Click New. Select Dashboard. This will open the new dashboard dialogue.

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  • Tips on Using Dynamics CRM 2015 Update 1 Themes

    Though not necessary critical to the success of your organization, there is a new Dynamics CRM feature in CRM 2015 that offers some great personalization is the addition of Themes. Themes allow you to add your logo and customize the coloration of your CRM instance. TO make these changes, go to Settings, Customizations, Themes. You […]

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  • Tips on Using Dynamics CRM 2015 Update 1 Navigation

    Microsoft promised fast and furious updates and they’re not disappointing. You’re no doubt getting lots of communication from Microsoft about your Dynamics CRM instance- and there’s a lot to digest and keep up with.

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  • Microsoft Dynamics CRM: Updating Process Stages with Workflows

    Using Business Process Flows is a great way to marry your organizations business processes with Microsoft Dynamics CRM’s user interface. They provide a guided path and some focus for users – both worthwhile accomplishments.

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  • Microsoft Dynamics CRM 2015 and Product Status

    You probably remember that 2015 now has a ‘lifecycle’ approach to Product status.  You may not remember that in a ‘Draft’ state, the Product won’t appear in lookups on the Quote/Order/Opportunity/Invoice Products.  And, to make things even more interesting, new 2015 instances have a ‘Create products in an active state’ setting and it defaults to ‘No’.

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  • No Code record ID in Microsoft Dynamics CRM 2015

    We have had several requests to create unique record IDs for both out of the box entities as well as custom entities. I’ve used jscript, workflows (custom workflow actions) and/or plugins to accomplish the tasks and no two requests are the same.

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  • Microsoft Dynamics CRM 2015 Enhanced Business Rules

    As the local “Tech Guy”, I was quite excited to hear of this enhancement from Microsoft for Dynamics CRM 2015 Business Rules. It is the addition of conditional branching in the business rules logic. Previously, to have alternate conditions in business rules, we would need to create multiple business rules to satisfy each condition. For […]

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  • Tip: Microsoft Dynamics CRM 2015 Multi-Entity Search Setup

    We’ve covered the great functionality of Multi-Entity Search in CRM2015 here. Microsoft has included, right in the Command Bar, a great magnifying glass icon that takes us right to a page with a search window.  Typing an Account name will bring up Opportunities, Cases, Contacts with the word Coho- which is an awesome feature!   […]

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  • Microsoft Dynamics CRM 2015: A Sneak Peek into Multi-Entity Search

    Microsoft has heard and delivered on some requests that are exciting for users! You’ve likely seen and approved your upgrade date- so you know when this will be coming your way.  A great function we’re getting with CRM2015 is Multi-Entity Search.  It’s as simple as this: wouldn’t it be nice to see any record associated […]

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  • Microsoft Dynamics CRM 2015 Business Process Flow Enhancements

    We often get good teasers about what’s to come in Microsoft Dynamics CRM releases, and one we waited for is the new Business Process Flow enhancements for 2015. Many organizations have Sales Processes that may branch off into different steps dependent on a particular action in selling. Previously we could only construct a fairly one […]

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