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Key Ingredients in a CRM Business Case
John Eccles, 01 December 2015
A business case for a CRM system must examine benefits and risks involved with implementing CRM and, conversely, not implementing CRM. Provided the benefits outweigh the costs and risks, the conclusion should be a compelling argument for implementation. Chances are your organisation has a Bus
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What Does A Great CRM System Look Like?
John Eccles, 13 November 2015
Whether you are evaluating your existing CRM system or considering embarking on a CRM project, it is worthwhile to step back and think about what a good CRM system looks like.Not the UI (user interface) although that’s important, I’m talking about what your organisation will be like when a good CRM
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Use Hierarchy Security in Microsoft Dynamics CRM for Private Notes
Colin Maitland, 12 November 2015
In this blog I will demonstrate how Hierarchy Security can be used in Dynamics CRM to secure notes so they can only be accessed by the users who created and own them, and their managers. This can be achieved as follows: Update the Security Roles assigned to users so that they only have User Level R
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Use of Capacity in Service Scheduling in Microsoft Dynamics CRM
Colin Maitland, 04 November 2015
In this article I will demonstrate the use of Capacity when using the Service Scheduling Engine in Microsoft Dynamics CRM. I will demonstrate this using the example of a Service for the delivery of a one day “Service Scheduling Training” course. This example is similar to a scenario demonstrated in
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Change How Data is Handled in a Merge Operation in Dynamics CRM
Zoe Sands, 02 November 2015
When writing a plugin on the “Merge” message in Microsoft Dynamics CRM, there are three entities you need to work with – although the merge function in CRM is only performed on two records at a time. These are the “Master”, “Subordinate”, and “UpdateContent” entities. When a merge is performed, a t
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Stay Involved in Your CRM Project
John Eccles, 29 October 2015
“To get a CRM system customised for my organisation, I need to find a competent CRM software development vendor, brief them on our requirements and leave it to them. After all, they are the experts.” Right? Wrong!! With that approach, you have a high chance of spending a lot of money on
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Workaround for Deleting Option Descriptions in Option Sets
Isaac Stephens, 14 October 2015
When editing option descriptions in an option set field, sometimes Dynamics CRM won’t let you delete the description if it already has contents. This can be problematic if you’ve mistakenly entered something into the description of an option and then need to remove it, as happened to me recently.
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Avoid data loss with Optimistic Concurrency in Dynamics CRM 2015 Online
Ahmed Anwar, 13 October 2015
In large organisations with many users, data loss is likely to happen. This can occur when multiple users are updating the same record, which means that the changes one user makes can get overwritten by another user. Imagine two users receive customer support tickets from customers and take actions
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Integrating Vend with CRM 2015 using Webhooks
Ahmed Anwar, 08 October 2015
Concept of Webhooks Vend has its own REST APIs that can be called using .NET or any other platform. For example retrieving all customers by calling the /api/customers end point. However due to certain limitations, the Vend team introduced a new concept of accessing data via Webhooks. Webhooks are no
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9 Tips to Drive CRM Strategy
John Eccles, 06 October 2015
CRM, Customer Relationship Management, is NOT primarily a software technology. Rather, CRM is a business strategy. Hence the rationale for implementing CRM must be because it is a good strategy for your organisation. Here is my working definition of CRM: “CRM is the business strategy to acqui
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Migrate Closed Microsoft CRM Opportunities using SSIS Integration Toolkit
Zoe Sands, 11 September 2015
Recently I did a data migration from Microsoft Dynamics CRM On-Premise to CRM Online using the SSIS integration toolkit. This tool is useful for migrating data between CRM instances without needing to export everything into Excel spread-sheets or write a console application. While migrating opportun
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Microsoft Dynamics CRM 2016 - What's coming
Gayan Perera, 09 September 2015
The Dynamics CRM team at Microsoft are doing an amazing job rolling out releases with great features. Here are some of our favourite new features. Modern Design The modern design reduces the number of clicks and eases navigation by pulling together relevant information from multiple locations.
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Working with Dynamics CRM Activity Party Lists in C# Plugins
Paul Nieuwelaar, 07 September 2015
Every time I have to do something with activities in CRM it ends up taking way longer than expected. Unlike most entities in CRM, activities have a lot of unusual relationships and field types, not to mention all the behind the scenes processes which tend to not like when you introduce your own cust
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Addressing the Principal team is missing privileges Error while Migrating Dynamics CRM Data
Zoe Sands, 28 August 2015
While performing a data migration between Dynamics CRM instances using the SSIS Integration Toolkit I encountered this error while attempting to migrate Accounts: Principal team (Id=xxx, type=9) is missing prvReadAccount privilege This error occurs because many of these Account records are owned by
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Basic HTML Rich Text Editor for Microsoft Dynamics CRM 2015
Paul Nieuwelaar, 25 August 2015
By default, CRM doesn’t allow us to create our own custom fields using rich text or HTML, similar to the email Description out of the box. However, if we’re building forms that push data to a website dynamically, we may need the ability to build some HTML in CRM. In the past there’s been a f
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