Tag: Dynamics (Page 2 of 2)

Introducing the Customer Data Type

In the real world, our customers are either individuals or a group of individuals such as a company. However Microsoft has always made a distinction when it comes to how we organise our data models especially with custom entities – you’re either one or the other, requiring separate lookups for each. Not anymore! One of the neatest new features of CRM Online 2016 Update 1 (CRM 2016 SP1 for On-Premise) is the introduction of a new Attribute Data Type called “Customer”.

Continue reading

The CRM Technical Interview – Tips for the Interviewer

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.

Continue reading

How to Add Postal Tracking to an Order Form

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.

Continue reading

Newer posts »

© 2023 365lyf.com

Theme by Anders NorenUp ↑