• Microsoft Dynamics CRM 2015 Custom Help

      Roshan Mehta, 19 November 2014

      The ability to provide contextual custom help content for users is a very important piece of any CRM implementation, big or small. Microsoft Dynamics CRM 2015 now makes it easy to configure and manage help content, whether you are using CRM out of the box with a few minor customizations, or a highly

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    • Unified Service Desk for Microsoft Dynamics CRM

      Roshan Mehta, 30 September 2014

      Any large organization with a help desk or service team will know that the case resolution process is never as simple as clicking a few buttons inside one application. Agents are constantly multi-tasking on various service requests at a time, searching and sifting through information on multiple sys

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    • Microsoft Dynamics CRM for Outlook 2015 Configuration Wizard

      Roshan Mehta, 22 September 2014

      Microsoft Dynamics CRM 2015 introduces a new Configuration Wizard for the Outlook Client. The process is pretty much the same as previous versions of Dynamics CRM, however the screens have been simplified. When you run the Configuration Wizard, the first screen you will see will give you the option

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    • Microsoft Dynamics CRM 2015 Advanced Find – The Under Operator

      Roshan Mehta, 22 September 2014

      Advanced Find now includes two new operators which work in conjunction with the new hierarchies feature in Dynamics CRM 2015. These operators are called “Under” and “Not Under” and can be used when querying lookup fields in Advanced Find. I have currently set up the Users i

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    • New Condition Operators in Microsoft Dynamics CRM 2015

      Roshan Mehta, 18 September 2014

      With the introduction of the new hierarchies feature in Microsoft Dynamics CRM 2015 comes new condition operators that can be used with the ConditionOperator enumeration in the C# SDK as well as FetchXML queries. These new operators are intended to support records that are related via the new Hierar

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    • Nested Quick Create in Microsoft Dynamics CRM 2015

      Roshan Mehta, 18 September 2014

      The introduction of Quick Create Forms in Dynamics CRM 2013 provided a simpler way for users to create records for core entities from anywhere within the system. However, there is one disadvantage in that it does not launch subsequent Quick Create forms to populate lookup fields. Thankfully, Dynamic

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    • Microsoft Dynamics CRM 2015 Multi-Entity Quick Find

      Roshan Mehta, 18 September 2014

      Another highly anticipated feature of Dynamics CRM 2015 is Multi-Entity Quick Find, which allows users to search across multiple entities. Many ISVs have built their own implementations and it is nice to finally see this part of the base product. In this post, I will refer to Multi-Entity Quick Find

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    • Global Advanced Find is Here in Microsoft Dynamics CRM 2015!

      Roshan Mehta, 18 September 2014

      You asked for it and Microsoft has listened! Dynamics CRM 2015 now provides the ability to launch the Advanced Find window from anywhere within the application. Previously, the Advanced Find button was only available on the command bar (or in the overflow menu) on forms and views which was a bit o

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    • Customizing Hierarchies in Microsoft Dynamics CRM 2015

      Roshan Mehta, 18 September 2014

      Microsoft Dynamics CRM 2015 now provides you with a hierarchical view of records out of the box for selected entities, with the ability to customize this view for custom relationships. It is also possible to customize the hierarchy tile view to display different fields on each tile. Firstly, let&rsq

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    • Microsoft Dynamics CRM 2015 Hierarchies

      Roshan Mehta, 18 September 2014

      This feature has been requested over and over and I can gladly say it is finally available out of the box! Yes, I’m talking about the ability to view a hierarchy of records in a tree view from within your Dynamics CRM 2015 system. This feature is available for the Account, Campaign, Case, Cont

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    • New Timer Controls in Dynamics CRM

      Roshan Mehta, 02 September 2014

      This is another extremely handy feature! The ability to add a timer to forms inside CRM will help keep you on top of your day-to-day tasks and also gives you an indication of success or failure. In this post, we will take a look at how we can use timers to ensure that phone calls are completed on ti

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    • Fix Incorrectly Created Status Reasons in Dynamics CRM

      Roshan Mehta, 14 August 2014

      The Status Reason field in Dynamics CRM is a special field which allows you to provide reasons for the status of a particular record. For example, an Article can have a Status of “Active” and a Status Reason of “Awaiting Review”, “Approved”, “Published&rdquo

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    • Synchronise Your Zendesk Tickets with Dynamics CRM 2013!

      Roshan Mehta, 07 January 2014

      Our Zendesk to Dynamics CRM 2013 integration provides full synchronisation of Zendesk support tickets into Microsoft Dynamics CRM 2013. The integration utilises the out-of-the-box Case entity, allowing you to take advantage of the case management lifecycle – from logging a new ticket and inter

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    • Left Outer Joins in Dynamics CRM 2013

      Roshan Mehta, 31 October 2013

      We have had many requests from clients asking for the ability to show “empty sets” in reports and custom applications. For example, retrieving a list of Accounts with no Contacts, or a list of Contacts that have no Tasks. To achieve this, we use the “outer” link type in Fetch

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    • CRM 2013 – Execute Asynchronous Operations

      Roshan Mehta, 24 October 2013

      The new Dynamics CRM 2013 SDK includes a new method to execute service requests asynchronously. Please note that this is only currently supported for the ImportSolutionRequest but we can expect this to be extended in the near future to support many other types of requests in CRM.  The benefit

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