Prepare for your CRM 2013 certifications – New MOC material

In case you missed it - four new draft courses now published to Microsoft Dynamics Readiness and Training (PartnerSource) Customization and Configuration in Microsoft Dynamics CRM 2013 - linkThis course describes the techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses. The topics covered include security; creation and configuration of … Continue reading Prepare for your CRM 2013 certifications – New MOC material →

“Introduction to Microsoft Dynamics CRM 2013” – New eLearning Course

Want to learn about the new CRM 2013? Now is your chance. This 4 module 1.5 hour self-paced e-learning course will take you through all the features and even let you practice some of them. Take the course here. You will need credentials for Microsoft Learning to access this free course. Module 1 Microsoft Dynamics CRM Functionality Deployment and Clients … Continue reading “Introduction to Microsoft Dynamics CRM 2013” – New eLearning Course →

Ready-to-Use Business Process Flows

To help you ensure that you follow consistent steps every time you work with customers CRM 2013 includes several ready-to-use business processes for common sales, service, and marketing scenarios Contact to orderTarget sales by using a consistent method to interact with customers Email sales campaign Email prospects, create and qualify leads, develop opportunities, and then close … Continue reading Ready-to-Use Business Process Flows →

New and updated topics to the CRM 2013 Implementation Guide

New and updated topics to the CRM 2013 Implementation Guide Create and edit business rulesAdded two items to the list of Limitations for business rules about how business rules are cached for Microsoft Dynamics CRM for tablets and how lookup values are set. Create and edit processesAdded the "Are processes active when they are imported?" … Continue reading New and updated topics to the CRM 2013 Implementation Guide →

CRM 2013: Custom Tool Tips

In CRM 2011, tool tips are minimal and typically repeat the display name attribute of the field. These type of tool tips are useful for unlabeled UI, however most form fields have labels assigned to them and users need more information when entering or selecting data. Explanatory tooltips provide helpful text to address known user … Continue reading CRM 2013: Custom Tool Tips →

CRM 2013: Using Multiple Business Rules

In my previous post I built a Business Rule to do simple calculations. For the sake of simplicity I purposedly left out the simple housekeeping that most people will want to do i situations like the one I used in the example. In this post I'll show you how the logic in the above example can be extended a bit, … Continue reading CRM 2013: Using Multiple Business Rules →

CRM 2013: Understanding Portable Business Logic

In CRM 2013 you can do client side scripting without knowing anything about JavaScript! We are introducing a simple declarative interface to help you implement and maintain your fast changing, commonly used business rules. The rules will be applied to Main and Quick Create forms for the web application, Outlook and CRM for Tablets.Thats why we call them Portable. … Continue reading CRM 2013: Understanding Portable Business Logic →

CRM 2013: Understanding Multi-Entity Search

One of the great features available in the upcoming CRM for Tablets is the ability to execute a Quick Find query across multiple entities at once. Quick Find is a core feature of Microsoft Dynamics CRM that has been available since version 1 of CRM. In the web application and Microsoft Dynamics CRM Client for Office … Continue reading CRM 2013: Understanding Multi-Entity Search →

CRM 2013 Customer Center, Implementation Guide and SDK

In case you missed it, we've just released a bunch of great new documentation, videos, guides, eBooks, developer tools, and resources for the Microsoft Dynamics CRM Online Fall ’13 and Microsoft Dynamics CRM 2013 releases! Information for end-users http://www.crmcustomercenter.com All new Customer Center! - link Getting Ready page to help prepare people for the release! - link … Continue reading CRM 2013 Customer Center, Implementation Guide and SDK →

CRM 2013: Understanding Processes

In Microsoft CRM you can define and enforce consistent business processes. Consistent processes helps you focus on your work and not on remembering to perform a set of manual steps. Processes can be simple or complex and they should be expected to change over time. Microsoft CRM provides several options to define your processes. Its … Continue reading CRM 2013: Understanding Processes →