CRM blog by CRM Consultancy
This is the area for the dark arts of development, and in particular, web and mobile development. Dynamics and all CRM is all about business rather than technology, but having a good grasp of the technical components running behind the scenes of Dynamics and the Cloud makes for better technical consultancy which we find leads to better business decisions
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Dynamics 365 as Microsoft’s CRM Platform has always had a flexible Database Structure, allowing us to add new Fields, Entities and Forms through a simple user interface. This is crucial to CRM as every business has its own requirements for how it tracks common Sales, Service and Marketing concepts – particularly as different businesses have different Sales Stages and.... More
Paul McQuillan | 20/04/2020 17:00:00
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Microsoft Teams can suffer from' ‘bloat’ if too many Teams get created for too many purposes. This has historically been a problem for SharePoint where just too many Sites get created for Users to be able to relate to, and so end up conversely making information harder to find. We can manage this problem by having a purpose.... More
Paul McQuillan | 10/04/2020 10:00:00
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When we work on a Project or Client Engagement, we will often want to define a group of Team Members that need to collaborate on the Project and be kept up to date for Documents, Updates and Notifications – this can be for a temporary working team to achieve a particular outcome (such as a Sales Team for an Opportunity),.... More
Paul McQuillan | 09/04/2020 10:00:00
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This page is aimed at providing a useful set of links and resources for Teams working remotely and the advice and support that is available to businesses and teams that may be useful in changing circumstances. Free Subscriptions or Offers for Remote Working Tools Tech providers are stepping in to provide free subscriptions of their services.... More
Paul McQuillan | 23/03/2020 10:00:00
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Using the Dynamics App for Outlook we can track Emails to various records in Dynamics or Power Apps. Initially this allows us to track emails to the main entities in Dynamics: Opportunities, Cases and other main transactional or contact entities. Using the Dynamics App for Outlook - What can I track an Email against? However.... More
Paul McQuillan | 02/01/2020 14:00:00
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Often businesses know why they need a good CRM or ERP System and why having this in the Cloud opens up new opportunities. But Documents can be overlooked and not handled in the same way. Given that everyone stores Documents in some shape or form, this can be an expensive oversight. Whilst the level of.... More
Paul McQuillan | 07/11/2019 14:00:00
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Many Dynamics Solutions have a key transactional entity that will contain a number of useful Views. However whenever we browse to this Entity, we will be presented with the Default View for that Entity – and so the User must complete a 2nd click to open the View that they may be interested in. This can make our.... More
Paul McQuillan | 05/11/2019 11:00:00
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So you’ve started using Dynamics CRM, got stuck in, set up all your customisations, fields and forms, and started using your system in live across the business – then great, the hard part is over! But – what happens when you want to make changes, or conduct Training outside of your live environment. For this, you need a.... More
Paul McQuillan | 21/10/2019 16:00:00
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Using Dynamics 365, we can create new Word Documents from Templates we have built and stored in CRM. These templates can pull data from the CRM Records into the new Word Document and so auto-populate the Document with useful information from CRM – this can be particularly useful for producing Letters, Orders or Contractual Documents based on the Address,.... More
Paul McQuillan | 14/10/2019 08:00:00
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DocMan for Dynamics tracks events in CRM to integrate these into SharePoint in the correct fashion. This can help keep storage between the two cloud systems up to date with new records being created, renamed or deleted. The most notably event is when a new Record is created in Dynamics, this then creates a new Area in SharePoint.... More
Paul McQuillan | 14/10/2019 08:00:00
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Duplicate data in any CRM system can make a single view of the customer difficult and crucially hinder user adoption. In a way, duplicate data fits a similar fashion as the ‘broken window’ theory of policing, small doses are often unavoidable but letting the problem pile up can result in the failure of the project. Fortunately Dynamics 365.... More
Paul McQuillan | 20/02/2019 10:00:00
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In earlier versions of Dynamics we were restricted to only showing fields from that entity at a time – however from CRM 2015 onwards, we have being able to add Quick View Forms into our design of a Form for an Entity. This allows us to ‘peek’ into a related Record and see a (read-only) view of that related.... More
Paul McQuillan | 08/02/2019 13:00:00
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Modern Systems often remove the need to click SAVE before confirming the changes we have made to a Record. Dynamics 365 defaults to this option and this means when viewing a Form for a Record we can observe the following: Saves any Changes automatically when we navigate away from the screen. Saves.... More
Paul McQuillan | 28/12/2018 14:00:00
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Dynamics allows us to invoke System or Custom Actions from an external App or internal Plugin using a small amount of code to call the Organisation Webservice. This can be useful for keeping our Business Logic in the Action, but re-using this Business Logic from our Custom App or Custom Code. Dynamics 365 performs.... More
Paul McQuillan | 27/12/2018 11:17:00
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One area that can be confusing when looking at Dynamics Workflow is how Actions fit into the Synchronous/Asynchronous Workflow Model – as at first glance, they appear similar to Workflows and Dialogs. This article is aimed at discussing why Actions exist and what they can be used for, with links to real-world examples and how to put these uses.... More
Paul McQuillan | 24/12/2018 08:00:00
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