Great New Videos from Microsoft Regarding the Spring ’14 Release of Dynamics CRM

While everyone is gearing up for the upcoming release of Dynamics CRM 2015 in a few months, Microsoft recently posted some great new videos that cover some of the new features present in the Spring ’14 release of Microsoft’s Dynamics CRM 2013 product.  It’s great to see Microsoft coming up with different ways to deliver their message about the new features for the Dynamics...

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Adding a “Complete/Send & New” button to Activities in CRM 2011/2013 (Part 1 of 2)

If you have ever had to send multiple emails/faxes to the same person or create follow-up tasks for completed phone calls/tasks, you may have wondered why CRM doesn’t come with a button for “Complete & New.” Just like the “Save & New” button that comes OOTB on every entity except it would call the send/complete operation after the Save and then create a new entity. If this is a common...

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Considering Dynamics CRM? New Process Templates Show Dynamics CRM’s Ability to Address Traditional Sales and Industry Specific Business Management Needs

Looking for a good way to understand business processes in Dynamics CRM 2013? Over the past sixty days, Microsoft has released a number of process templates for download via the Dynamics Marketplace. These new templates fall into two main categories – “horizontal” templates focused on implementing general sales or customer service methodologies, and “vertical”...

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Dynamics CRM 2013 Tutorial: Addressing Issues with Opening or Creating Opportunities in Microsoft Dynamics CRM 2013

I ran into this error while building an on-line Microsoft Dynamics CRM 2013 solution for a client. Since the client was using an on-line 30 day trial version, I was initially unable to isolate the problem, as I could not run an error log report.  After spending many hours with the Microsoft IT CRM Dynamics tech support team to isolate and resolve the problem, I can now share my findings in the...

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6 Steps Closer to Self-Documenting Client Side Code

Anyone who writes code thinks that it is self-documenting.  I’ve heard many developers (including myself) say “Just read it, it’s obvious.”  Well, that can be true when you are in the thick of a project, and the business requirements driving the need for the code are fresh in your mind.  Unfortunately, we are all very busy, trying our best to make changes as fast and efficiently as we can, so...

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