Customer Care and Dynamics CRM: Updates in CRM 4.0, 2011, 2013, 2015 and 2016

One of the top drivers of CRM success is integrating it across Sales, Marketing and Customer Care teams. Prior to CRM 2013, few companies chose Microsoft CRM as their customer care solution. Since Microsoft Dynamics CRM 4.0, however, Microsoft has steadily added new functionality to boost the customer service portions of the application. And now, with the rollout of CRM 2016, it is time for organizations to reconsider using the same platform for Customer Care that they also use for Sales and Marketing.

Business Rule or JavaScript in Dynamics CRM…that is the question

With the advent of Business Rules beginning in Dynamics CRM 2013 we now have the ability to implement client-side business logic without having to write javascript functions. How can I determine whether to code my business logic using business rules, javascript or both?

Best Practice for Creating Sandbox Instance for CRM 2015 Online Upgrade Testing

If you currently have a production CRM 2013 Online instance, Microsoft wants you to upgrade to 2015 by the middle of June at the latest. It is important to perform full UI and customization testing in 2015 prior to approving your 2015 online production upgrade. The more customizations and managed solutions you have deployed, the more the need for good quality assurance (QA) and user acceptance testing (UAT).

Dynamics CRM Versions and Array Method “indexOf”

For one of my recent projects there was a requirement where I had to check the logged in user’s security roles, to find out if the user had been assigned a particular security role. If the user had the security role, there were several JavaScripts that would run. If the user did not have the security role, the JavaScript would not run. This blog explores my efforts to trouble-shoot and cross-test across multiple browsers.

How to use Javascript on Dynamics CRM 2011/2013/2015 form

In this blog I am going to give you a brief explanation about how to use JavaScript libraries at the form level as well as how to create new JavaScript libraries in Microsoft Dynamics CRM 2013 and 2015.

 

Optimizing CRM Security by Team

There’s more to the concept of Team Ownership in Microsoft Dynamics CRM than you may originally think, which means you’ll want to give that topic significant consideration and understanding before embarking on a security model that utilizes team permissions or team ownership. In releases prior to 2011, the concept of Teams existed but Teams were simply groupings of users. Since version 2011, a Team can actually own its own records, and can have its own security role(s), giving CRM architects more options for building more complex security schemes. Let's talk about these options now!

Dynamics CRM Contact Form On_load Error Without Any JavaScript

I'm not sure when it happened. I was happily going along, doing some configuration work for a new Dynamics CRM 2013 on premise client, when my test users began experiencing an on_load error when opening contact records.  When I reviewed the two scripts I had on the contact record, I realized I didn't have an on_load script on the contact form. So I disabled my JavaScript, but still got the on load error. What the heck?!!

This blog details my chat with Microsoft, how we discovered the problem child, and the fix for the error!  

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.

From CRM 2011 to CRM 2015: 9 New Form Features

Welcome to the third in a six-part series on the new features available to you if you are upgrading from CRM 2011 to CRM 2015, with a focus on changes made to CRM forms.

In this article, we will look at 9 new features available on the forms within Microsoft Dynamics CRM 2015.

From CRM 2011 to CRM 2015: The User Experience

If you're upgrading from CRM 2011 to CRM 2015, there are some game-changing upgrades to the user experience that will radically improve your teams performance, and your ability to ensure that everyone is using a consistent (but flexible) process.  

From CRM 2011 to CRM 2015: Introduction

Still working with CRM 2011?  Working with CRM 2013, but wondering if you should go ahead and jump to CRM 2015?

This blog series outlines the many upgrades available to you by upgrading to the latest version of CRM 2013 - the latest version of the MIcrosoft Dynamics CRM application.  The upgrade is due to be released in December, 2014.