Tag archive for Dynamics CRM

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…

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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…

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Updating read-only lookup fields in the Dynamics CRM Workflow Designer

Updating read-only lookup fields in the Dynamics CRM Workflow Designer

Have you ever encountered having to update a field in a workflow only to realize that the field is read-only on the form and therefore also read-only in your workflow designer?   To work around this issue you’re left with a few options: Switch between…

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CRM Datamigration: Part 2 – The Fast lane

CRM Datamigration: Part 2 – The Fast lane

In my previous blog post Dynamics crm data migration: Part-1 Oops I gave my opinion on how to tackle complex data migrations project-wise. This time I’ll get down to the nitty-gritty of any Dynamics crm data migration: optimizing the performance. Should I use Scribe, Kingswaysoft…

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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….

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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…

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