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Surviving CRM
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It's time for Part 2 in my Smarter Sales Process article series. This time we're taking a look at how the new Calculated Fields feature in Microsoft Dynamics CRM 2015 can be used to streamline the data entry process for sales people in charge of maintaining opportunity estimated revenue values in #MSDYNCRM .
You can streamline the data entry process for opportunity estimated revenue by leveraging the new calculated fields feature in Microsoft Dynamics CRM 2015.
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My webcast notes from "A Non-Developer's Guide to Smarter Sales Processes in Microsoft Dynamics CRM 2015", as presented on +MSDynamicsWorld.com on May 6th, 2015. This first part looks at the lead qualification process in #MSDYNCRM  and demonstrates a way how the process can be customized to support scenarios, where a new opportunity record should not be automatically created when qualifying a lead record. The customization tools used include branching Business Process Flow (BPF), Real-Time Workflows, Business Rules and Quick View Forms.
Microsoft Dynamics CRM default sales process doesn't allow you to qualify a lead without creating an opportunity. Here's one way to customize this behavior.
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Where can you find the documentation about what's new in Microsoft Dynamics CRM Spring '15 release? This is the link you were looking for!
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How should you change your custom solution design principles when targeting a cloud based organization hosted in CRM Online? This new Microsoft whitepaper describes the new mindset required to successfully design solutions for #MSDYNCRM  Online deployment.
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If you're using Microsoft Dynamics Marketing (a.k.a. MDM) then you may well run into limitations with the standard dashboards and charts included in the product. The answer to more advanced data analytics for MDM comes in the form of a preconfigured Power BI dashboard that you can connect to your MDM instance via the OData feed URL. Here's an article with instructions on how to get started with this new dashboard by using the latest  #PowerBI  Public Preview.
Microsoft Dynamics Marketing is an integrated marketing management solution for marketing operation, planning, execution, and analytics across all channels—digital, social, and traditional. It enables marketing teams to plan, execute, and measure marketing campaigns across channels, ...
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Microsoft Dynamics CRM Update Rollups are no more! Fear not, though, as the latest hotfixes will still be provided in convenient packages. They'll just be called "Update 0.x", as is the case with this fresh new release of Update .01 for Microsoft Dynamics CRM 2015. #MSDYNCRM  
CRM in the Field is written by the Microsoft Dynamics CRM PFE team and is focused on support and technical topics around the Microsoft Dynamics CRM product.
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Here's a blog post with further details on the new naming convention for Microsoft Dynamics CRM versions: http://blogs.msdn.com/b/crm/archive/2015/04/14/new-naming-conventions-for-microsoft-dynamics-crm-updates.aspx
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With the new Microsoft Dynamics CRM 2015 Update 1 for CRM Online. we can now adjust the looks of a CRM organization via Theming. To make things even easier, CRM MVP Guido Preite (from +CRM Answers) has published a Dynamics CRM Theme Generator, which allows you to pic the hex values for different UI elements from a color picker and also preview the effects of these changes in real time. Great job, Guido!
Dynamics CRM Theme Generator Created by Guido Preite - www.crmanswers.net. Preview, Theme Settings. Sales. My Work, Extensions. Dashboards, Custom Entity. NEW, NEW (hover). Active Accounts. Account Name. A. Datum Corporation. A. Datum Corporation (selected). A. Datum Corporation (hover) ...
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Spring is finally here! The Microsoft Dynamics CRM Online 2015 Update 1 a.k.a. v7.1 (also known as "Carina") is now being provisioned for new CRM Online trial accounts across MS data centers. If you want to see how the new Nav Bar in this release works, why not sign up for a 30d #MSDYNCRM  trial account today?
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Have you heard of Sparkle XRM? This open source library for developing Microsoft Dynamics CRM client side extensions offers plenty of useful tools to increase developer productivity when building custom rich UI's for #MSDYNCRM . CRM MVP +Scott Durow has published a five part video tutorial that guides you through how to set up your first Sparkle XRM project, all the way to creating a custom editable grid control in Dynamics CRM for manipulating the Connection entity data in a more user friendly way than what the current  #CRM2015  standard UI offers.
I've now published all 5 videos in this series. If you find yourself needing to create HTML Webresource in Dynamics CRM then I'm sure you will find something here of interest. Part 5 shows how to use the new SparkleXRM Metadata Server that I'll be publishing a post on very soon.
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The eXtremeCRM EMEA event aimed for Microsoft Dynamics CRM partners was held in Madrid last week. Plenty of interesting details were shared on the upcoming product updates for Spring 2015 and beyond. Here's a collection of the social media buzz around the #eXtremeCRM hashtag shared on Twitter during the event.
Social buzz from the #eXtremeCRM hashtag from the Dynamics CRM event held in Madrid on 20-23 April, 2015. http://extremecrm.com/
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There's a lot going on in the Microsoft Dynamics CRM space these days! Here's a few tips on #MSDYNCRM  content that you might find interesting.
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Ever wanted to see how the different customer organizations in your Microsoft Dynamics CRM are connected via relationships like activities? Now you can! CRM MVP +Scott Durow has released a new Sparkle XRM solution called Network Visualizations that allows you to visualize the network nodes of accounts, contacts and activities, to identify who's connected to whom and which CRM user has been forming these links. Check out Scott's post for more details and a download link for this great open source solution for #MSDYNCRMhttp://bit.ly/1EuhXwb
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Microsoft Dynamics CRM tips, news, thoughts
Introduction
This is the G+ page for the Surviving CRM blog at survivingcrm.com, run by +Jukka Niiranen, one of the CRM MVPs. If you're into Microsoft Dynamics CRM a.k.a. #MSDYNCRM then be sure to add me to your circle. In addition to simply posting items from the blog, this G+ page will also share links to other great content created by members of the global Microsoft Dynamics community.

If you want to subscribe to the posts here via a feed reader like Feedly, then you can grab the RSS feed address either via this short URL: http://bit.ly/crmgplusrss ...or this longer one: http://gplusrss.com/rss/feed/559c837347485494e98205c38f8b6b3e52bf12a2083a5