Bryan’s Dynamics Gotchas: Solutions for CRM Surprises, Part 1

Welcome to the first installment of Bryan’s Dynamics Gotchas! My name is Bryan Miller and I work in our CX Practice, focusing on our Dynamics CRM implementations. These blog posts will present some of the unexpected surprises I have run into, as well as my recommended solutions. Situation #1: The client needed to show/hide and change the requirement level of fields on the Connection form based...

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Great Outlook for Dynamics CRM in 2015 and Beyond!

The 2014 CRM User Group Summit occurred this past week in St Louis.  I was fortunate enough to be able to attend and the conference opened with a very informative Opening General Session featuring Juhjar Singh, the GM for Dynamics CRM at Microsoft.  He began the presentation with the usual stellar digits … 40 straight quarters of double-digit growth and a user base that is at 4.2...

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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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Extending Microsoft Dynamics CRM: A Commitment Tracking Application

Ports have commitments to a myriad of external stakeholders (e.g., government agencies, shipping companies, contractors) that hold significant legal and financial implications. At one of the United States’ largest seaports, a decision was made to centralize these commitments in a single solution in order to streamline compliance monitoring and give the organization an easy way to get a...

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A Straight-Forward Approach for IFD Configuration in MS Dynamics CRM 2011

So, there is no easy solution to setting up IFD for CRM 2011.  However, if you have CRM and ADFS running on separate servers including an ADFS Proxy, then the steps outlined below should provide a straight-forward process toward setting up IFD on your CRM Instance. To get started, the following items must be done: ADFS 2.0 installed and configured on Windows Server 2008/2008R2. …

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Convergence 2014 – More Acquisitions for CRM, More Product Integration Progress

Our team has just returned from another great Microsoft Convergence conference in Atlanta, Georgia.  For those of you not familiar with Convergence, this is Microsoft’s annual conference for Dynamics customers and partners.  It’s a 12,000 person event with a dizzying array of events, speakers, and sessions, and a huge expo floor of software vendors. …

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Using Scribe to Migrate Data from a Text Field to an OptionSet

Looking at a great many different data migrations, created by a great many different people you start to see trends in the approaches taken. One common data migration tactic involves migrating OptionSet/Picklist/Dropdown data into Dynamics CRM using Scribe. How is this done? One of the most common situations involves the source data for the OptionSet being stored as text values.…

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ClickDimensions October 2013 Release Review: Improved Email Editing, Social Sharing, and Password Management

The latest ClickDimensions release is now available, and it brings with it some terrific enhanced email, social, and password management features. Drag and Drop Email Template Editor Probably the most significant part of this latest release, the new Email Template editor gives ClickDimensions users the option to build out email templates using a drag and drop method which updates changes in...

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CRM for Ports and Harbor Management

As the world’s economy increasingly globalizes, seaports must improve their operational efficiency. A properly implemented and tailored CRM solution can address this issue, and help improve many areas of a seaport’s business operations. We are currently implementing an enterprise-wide CRM solution at one of the United States’ largest seaports. The goal of this implementation is to improve...

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