Follow Us: facebook twitter linkedin

Posts Tagged 'Dynamics CRM 2015'

We are pleased to present below all posts tagged with 'Dynamics CRM 2015'. If you still can't find what you are looking for, try using the search box.

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


clip_image001One 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?

Microsoft Ignite 2015–Day 4

imageAs we near the end of Ignite, day 4 was still filled with some great technical sessions.  I’ll give you a rundown of everything from SQL High Availability, best practices for branding and page design in SharePoint Online to scaling SharePoint 2013 search.  One of my favorite sessions that I’m excited to share dealt with navigating the landscape of Office 365 tools. 

Microsoft Ignite 2015–Day 3

WP_20150506_08_20_14_Pro_smIf you’ve been wanting to get some more information on SharePoint 2016, today’s recap is for you!  I’ll briefly review some tips from the great duo of Todd Klindt and Shane Young on upgrading to SharePoint 2013, then I’ll dangle some awesome new not yet released tools for Dynamics CRM and Office 365 straight from the mouth of the great Girish Raja.  I then got some great insights from the master Spence Harbar himself on OneDrive for Business migrations, then rounded out the day diving deep in the new hybrid search service application for SharePoint 2013 / 2016.

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).

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”

image_thumb[1]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.

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.

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.

From CRM 2011 to CRM 2015: 9 New Form Features

CRM 2015 Has Maps on Forms

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

Upgrading from CRM 2011 to CRM 2015 - the User Interface

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.  

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.