Archive for Functional

Microsoft Forms to Dynamics 365

Microsoft Forms to Dynamics 365

Microsoft recently introduced Microsoft Forms, which is now in preview. Forms is an easy way to interact with people and capture their feedback. Responses are saved directly as a form response with native export to excel capabilities. But more important Microsoft Flow has a building…

Continue reading →

Stuck on “Requesting data from Dynamics 365”

Stuck on “Requesting data from Dynamics 365”

Over the last couple of days, three different people asked me a similar question related to forms stuck while loading. Even though they formulated it differently (or even forgot to mention the environment got upgraded). It always came down to: After an upgrade from Dynamics CRM 2016…

Continue reading →

Drag & Drop functionalities within Dynamics CRM

Drag & Drop functionalities within Dynamics CRM

It’s finally there; drag & drop functionalities within Dynamics CRM. For as long as I can remember, clients always wanted to simplify the process of uploading files in CRM. Granted, up until today adding a note in Dynamics CRM is one of the most clicky operations. If…

Continue reading →

Run workflows on child records without custom development

Run workflows on child records without custom development

Did you know you can easily start workflows on child records of your current entity without any custom development in Dynamics CRM? A typical scenario in which you would want this functionality is updating the address of your child contacts when the address of your account is…

Continue reading →

Lead Qualification? We’ll skip that opportunity!

Lead Qualification? We’ll skip that opportunity!

On a recent customer upgrade from CRM 2011 to CRM 2016 Dynamics 365 we reviewed the current way of working and how this would be affected by the upgrade which spans quite a few versions. Since CRM 2013 the lead conversion process changed. The selection screen that…

Continue reading →

Emailing a CRM-link to your Sales Team members

Emailing a CRM-link to your Sales Team members

With the release of Dynamics CRM 2013, Microsoft introduced Opportunity Sales Teams. The main feature of these Sales Teams is that they are based on Access Teams. This means that they provide access control and an easy way to collaborate on opportunities through out of the…

Continue reading →

Creating “Not In” queries in Dynamics CRM… through marketing lists!

Creating “Not In” queries in Dynamics CRM… through marketing lists!

Today I’m going to discuss one of my favourite Interview Questions on Microsoft Dynamics CRM. While the questions is fairly simple, very few consultants are actually able to give the correct answer. How can I – as an end-user – obtain a list of all…

Continue reading →

Dynamics CRM Data migration: Part 1 – Oops…

Dynamics CRM Data migration: Part 1 – Oops…

Absolutely horrified! That’s the reply you want to avoid at all cost when asking your customers how they feel about the data migration from their ‘old’ application to Dynamics CRM. Unfortunately, it’s a response I hear all too often when asking that exact same question….

Continue reading →

The pitfalls of flexibility, extensibility and a whole new #MSDyn365 world

The pitfalls of flexibility, extensibility and a whole new #MSDyn365 world

Overtime I have seen a lot of Dynamics CRM projects in which implementers (try to) extend the Dynamics CRM platform to fit a certain need. All too often, this is done without looking at “the bigger picture” and overseeing the out of the box processes…

Continue reading →