• Upgrading from Microsoft Dynamics CRM 2013 to Microsoft Dynamics CRM 2015

      Colin Maitland, 05 October 2014

      In this blog I will provide a list of the main points from a recently posted Upgrading from Microsoft Dynamics CRM 2013 to 2015 Autumn '14 video presented by Matthew Barbour.  Microsoft Dynamics CRM 2015 Supported Server and Client Software  •  The following software is supported

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    • Dynamics CRM 2013 - Microsoft System Center Operations Manager (SCOM) Pack

      Greg Olsen, 02 October 2014

      Microsoft has just released the Microsoft System Center Operations Manager (SCOM) management pack for Microsoft Dynamics CRM 2013, which is great way of monitoring CRM once you are live or in production. Don’t wait till users tell you there are issues, be proactive and put in some good monitor

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    • Performance Testing with Stress Stimulus in Microsoft Dynamics CRM 2013

      Manjula Chetty, 29 September 2014

      Load testing is performed to determine a system’s behaviour under both normal and expected peak load conditions. It helps to identify the maximum operating capacity of an application as well as any bottlenecks and determine which element is causing problems. When the load placed on the system

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    • Required Fields Missing Red Asterisk Symbol in Microsoft Dynamics CRM

      Paul Nieuwelaar, 28 September 2014

      Recently we noticed a problem where some users were not seeing that a field was required in Dynamics CRM 2013. The field still behaved the same, and would display a notification if the field was left blank, however it simply would not show the red asterisk beside the field letting the user know the

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    • New Conditional Statements Microsoft Dynamics CRM 2015 Business Rules

      Paul Nieuwelaar, 25 September 2014

      Business Rules were introduced in Dynamics CRM 2013, which allowed customizers to create simple conditions to manipulate the form without needing to write any JavaScript. The only limitation of this was that to create If-Then-Else style conditions we had to create multiple business rules to accommod

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    • Branching Business Process Flows in Microsoft Dynamics CRM 2015

      Paul Nieuwelaar, 24 September 2014

      Microsoft Dynamics CRM 2015 adds a new feature to Business Process Flows that were introduced in Dynamics CRM 2013, which now allows us to branch the process in a different direction based on some condition. Similar to in a workflow or dialog where we might have several different paths that can be t

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    • Microsoft Dynamics CRM 2013 SP1 Routing Rules

      Ahmed Anwar, 22 September 2014

      Microsoft Dynamics CRM 2013 SP1 introduces a new way of assigning Cases –and only cases- to the right person based on a predefined condition(s). Assuming that your organization has a customer support that receives and creates Cases. Sometimes, members in the customer support division want to

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    • Upgrade to CRM 2013 – Costs and Benefits

      John Eccles, 17 October 2013

      Dynamics CRM 2013 offers great benefits which I believe will almost always out-weigh the costs associated with the upgrade.  Read on to see what a great investment your upgrade will be. The Costs: 1.  Infrastructure upgrade This may or may not apply to you.  But if your orga

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    • Upgrading Customised CRM Systems

      John Eccles, 16 October 2013

      We all want our CRM system to be up-to-date and have all the features we need to stay competitive.  So when Microsoft releases a new version of Dynamics CRM we naturally want to upgrade as soon as possible.  But what if our CRM system has been customised?  Might it break? 

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    • CRM 2013: Managing Interactive Sorting in SSRS Reports

      Nathan Eccles, 14 October 2013

      Interactive sorting in SSRS reports is a useful and common tool to employ when creating tabular reports. However it automatically applies some formatting which can interfere with existing formatting, and make it difficult to know the actual sizes you’re dealing with. Below is an example of the

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    • Installing the CRM 2013 Email Router

      Roshan Mehta, 17 September 2013

      The installation process for the CRM 2013 Email Router is exactly the same as the CRM 2011 Email Router. In this post, we will take a look at the CRM 2013 Email Router installation process. Note that this installation is for the CRM 2013 Beta edition and the installation process may have changed wit

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    • Installing Dynamics CRM 2013 Reporting Extensions

      Roshan Mehta, 16 September 2013

      In my previous post, we looked at how to install the Dynamics CRM 2013 Server. In this post, we will take a look at the CRM 2013 Reporting Extensions installation process. Please note that this installation is for the CRM 2013 Beta edition and may change for the final release. Step 1 – Get Upd

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    • Installing Dynamics CRM 2013 for Outlook

      Roshan Mehta, 15 September 2013

      In this post, we will take a look at the installation process for Dynamics CRM 2013 for Outlook. Note that I am using the beta version for CRM 2013, so some screens might still contain references to “CRM 2011” such as the progress screen for file extraction. Step 1 – Extract Files

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    • Installing Dynamics CRM 2013 Server

      Roshan Mehta, 13 September 2013

      The process for installing Microsoft Dynamics CRM 2013 Server is very similar to the installation for CRM 2011, although there are a few new services that are installed. In this post, we will take a look at the CRM 2013 Server installation process. Note that I am installing the CRM 2013 Server Beta

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    • Search by Phone Number in CRM 2013

      Roshan Mehta, 12 September 2013

      One of the great improvements of CRM 2013 is the ability to quickly search for records. This is illustrated quite well when creating a new Phone Call activity when you need to identify the recipient of the phone call. In previous versions of CRM, you would have to use the lookup control to find a Co

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