Follow Us: facebook twitter linkedin

Posts Tagged 'CRM 2013'

We are pleased to present below all posts tagged with 'CRM 2013'. If you still can't find what you are looking for, try using the search box.

Upgrading From CRM 2011 to CRM 2015?

Microsoft has added a lot of functionality to CRM since version 2011.  If you’re on Microsoft Dynamics CRM 2011 (or earlier), Dynamics CRM 2013 or are on Dynamics CRM 2015 but have not yet applied Update Rollup 1, this article provides a useful list of resources to help you understand the new benefits for your users. 

CRM 2011 to CRM 2015 Update Rollup 1

Defining Failure? Stop Blaming Technology

AKTweet There is a big issue in business these days – blaming technology for people problems.Though it’s true that technology can be fickle and frustrating and even I have often restrained myself from sending my laptop sailing out the window, well…it’s a computer. Can we all just agree, collectively, to assert our human brain’s superiority and stop blaming technology? Here are a few ways to start bringing people back into the mix.

Early Adopter Issues with Sandbox Instances in CRM 2015 Online

Many companies choose to defer the upgrade to the CRM 2015 Online version from 2013 in order to complete adequate testing of customizations. Should you find yourself in this situation and have the need to stand up a new sandbox instance of 2013, you can do it but it’s going to be a multiple step process. This blog details the CRM Online Instance Manager.

Working with Dynamics CRM 2013 Plugin Profiler

Clients often ask us to customize their CRM implementation beyond the original out of the box capabilities. There are many options you can use as a developer to eXtend CRM (xRM). For the sake of this blog, we'll focus on plugins; and in particular how to circumvent an issue when working with Plugin Profiler.

From CRM 2011 to CRM 2015: Multi-Device and New Integration

 Meet Cortana, your new CRM personal assistant.

This is the sixth and final part in a series exploring the upgrades available when moving from CRM 2011 to CRM 2015.  In this article, we will be looking at the new mobile versions of CRM as well as some of the improvements to other products such as SharePoint, Yammer, Lync and Skype.  Included in our discussion will be an overview of Cortana - Microsoft's new voice-activated digital assistant - and how she gives you voice access to create and lookup records in Microsoft Dynamics CRM 2015.

From CRM 2011 to CRM 2015: Settings and Administration

imageIf you’re still using Microsoft Dynamics CRM 2011, now is the time to consider an upgrade.  With CRM 2015, you can teach your CRM to do all sorts of new tricks that will make your team more productive. In this article we will look at the new administrative features that you can use to expand what your team can do with CRM.  Don’t worry, we’re not going to get too technical.

From CRM 2011 to CRM 2015: Sales, Service and Marketing

image

This is the fourth in a series of articles discussing the CRM upgrades available to organizations who are on CRM 2011, and are considering the leap to 2015.  This entry takes a look at the new functionality specific to the sales, service (aka customer care, inside sales, customer support) and marketing.  All three of these functional areas received upgrades in both CRM 2013 and again in CRM 2015.  That's a lot to cover - let's dive in!

2014 C5 Insight Best Of Blog Round Up

Everywhere you look on the internet these days, you see Best of 2014 lists. And rightfully so – as we prepare to embark on 2015, it’s natural to gaze back across our most recent journey around the sun. In the spirit of helping you navigate through the more than 80 blogs we published in 2014, we’ve compiled a quick round-up of some of our most helpful and popular entries.

Add Icons for Customized Entities in CRM 2013


thumbnailMicrosoft Dynamics CRM doesn’t have an icon library that can be shared with customized entities, instead rendering them as blank green tiles. In this blog, we will show you how to add icons for these custom entities.

“It’s Not Me, It’s You”: 4 Reasons Why Your CRM is Failing


CRM10Failure, at its core, can take on many forms. When it comes to CRM, failure can mean a low adoption rate, un-integrated platforms that lack of one view to customer/partner/prospect data, or a costly investment with no return. Many assume that as technology has evolved, failures have decreased. The C5 Insight team set out to find out the truth about CRM failure. Is it on the decline, or are we kidding ourselves in thinking it possibly could be?

Bug Alert! Hold Off Installing or Upgrading InsideView Social Insights for Dynamics CRM 2013


As a public service to the rest of our CRM 2013 cloud colleagues, we strongly recommend that you avoid installing or upgrading Social Insights (InsideView) in Dynamics CRM 2013 for a bit longer until the problem is fully resolved by the publishers.

How To Set Work Hours and Business Closures in Microsoft Dynamics CRM

This blog details how to set work hours and business closures in Microsoft Dynamics CRM, along with best practices to manage these workflows.

Microsoft Dynamics CRM 2013 Mobile/Tablet Express : Part 1



 As the world moves fast, we need everything on our finger tips wherever we are. In Microsoft Dynamics CRM 2013 you can enable any entity for Mobile Express, which we will explore in this blog. 

How To Set Up and Best Utilize Microsoft Dynamics CRM 30-Day Free Trial


thumbnailThis blog will help you gain a full understanding on Microsoft Dynamics CRM 30-day free trial.  You'll learn  how to register, what you can expect, and some basic initial configuration to practice. By understanding how to best utilize this powerful and useful tool, users can easily add more value to their business.

How to use Image field on Dynamics CRM 2013

When I started using Dynamics CRM 2013, I found a new field type added called "Image". Initially, I thought it would allow developers to put an image on a CRM form and that "Image" can be of any type. Later, I came to realize that the "Image" type is referring an image that is being put to the entity record, which the user can update and change like in Office 365.

 

Developers can use the "Image" type by following the steps outlined in this post.

9 Tips to Re-Engage your CRM Use


Is it a fair statement to say that we all have had a poor experience using CRM? That we either wanted our old methods back or short cuts in this new application called CRM? There are many reasons for user not liking and embracing CRM deployments; however let's address instead how to re-engage to increase adoption of CRM in your organization.  

All I Really Need To Know About CRM I Learned In Kindergarten

Today's busy professional spends a good deal of time tripping over technology. Somewhere along the way, we've convinced ourselves that the very tools invented to make our lives easier seem to do exactly the opposite. Speaking as someone with minimal technical expertise and absolutely no development background, I recently stumbled upon a striking realization. All I really need to know about CRM, I learned in Kindergarten.  

Dynamically Set the Document Location in Dynamics CRM 2013 with JavaScript

image

 If you have CRM and SharePoint, one of the easiest things you can do is to link the two together so that you can manage your documents in SharePoint, but access, create, and interact with them in CRM. This post will guide you through the process of dynamically assigning the document storage location for CRM entities.  

Connecting Outlook to Microsoft Dynamics CRM 2013

I just spent most of a whole day trying to find clear, straight forward instructions on how to connect my Outlook to our new Microsoft Dynamics CRM 2013. Luckily for you, I have decided to compile the following set of instructions that walk you through how to connect yours.

Blog Topics

1
Image

CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

2
Image

SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

3
Image

CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

4
Image

SharePoint Feedback Solution

This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.

9
Image

SharePoint Upgrade Checklist

Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.