If you ever run into a situation where you’ve reached your storage capacity with Dynamics CRM Online and you’re not too sure how to reclaim that space, here are a few tips.

Microsoft Business Applications MVP, based out of Adelaide Australia.
If you ever run into a situation where you’ve reached your storage capacity with Dynamics CRM Online and you’re not too sure how to reclaim that space, here are a few tips.

At some point during the development lifecycle of mid-to-large scale Dynamics CRM projects, we are faced with a number of design decisions that are to be made. That is, when is it appropriate to customize the platform versus when is it appropriate to opt for pure configuration.

How well do you know your accounts? Is your client about to announce a merger? Have they opened a new division in Hong Kong? This blog will focus on how Microsoft has integrated Bing Search to give you the ability to get up to the minute news about your companies and help unlock opportunities through leveraging the power of Bing News.

Ever since the announcement of Cortana support for Dynamics CRM phone app, I’ve been excited in learning more. The only problem is that this preview feature is currently only available to the North American market and not Australia. Never fear, there’s always a solution.
Here’s how to test the new Cortana to CRM integration with any Windows Phone device in Australia.

Microsoft Dynamics CRM has come a long way in terms of usability. As a consultant, I really appreciate the small tweaks to the user interface that have developed right from early versions of Microsoft Dynamics CRM through to now. With each new release brings many new features; so many in fact that it’s often the small tweaks that often go unnoticed by the community.
This multi part blog series, will focus on very simple but effective time saving tricks that are available to you within Dynamics CRM.
The Technical Interview is probably the hardest to get right, even for the most seasoned interviewer. I’ve been through the process on both sides probably a hundred times, and it’s only starting to make sense to me now. Whether it’s for a new business analyst, or the focus of this blog, a CRM developer, there’s definitely some tips to be had when it comes to conducting a successful interview and finding that star developer.
In a competitive market, customers continually judge us on service quality, timeliness of response, and resolution times. How do we meet these challenges as an organisation? One such method is through surveys and questionaires. Voice of the Customer is a new CRM 2016 feature that was created to do exactly that – with Voice of the Customer we can easily setup surveys, distribute them to contacts via workflows, and capture responses.

In this blog I will show you how to setup and configure personalized surveys with the new ‘Voice of the Customer’ solution.
In this month’s blog post, we’ll have a look at a very effective and visually powerful ISV Add-On for Microsoft Dynamics CRM, xRMConsultancy Timeline v2.

Image Source (http://www.xrmconsultancy.com/ ) Continue reading
If you happen to be using Microsoft Dynamics CRM for Sales, specifically the managing of the ordering process, you know very well that the process doesn’t stop when your product has been ordered. The next natural step is to send the product out, whether via local Postal or preferred Courier Service.
This blog entry is about how you can add Postal Tracking to your Order Form.
Pictured below is an example I have created using Australia Post as our postal provider, but you can substitute this with any postal service that has their own tracking page.
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