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Surviving CRM
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Surviving CRM

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Have you been struggling with the fact that Microsoft hasn't updated their CRM Developer Toolkit to support Visual Studio 2013 nor CRM 2015? Luckily there is now a choice in the toolkit to be used, as CRM MVP +Jason Lattimer has published the very first version of his Dynamics CRM Developer Extensions for Visual Studio. These templates created with SideWaffle will streamline the development work in some of the most frequently needed scenarios in the Dynamics CRM world, such as plugins and custom workflow activities. Read more about these extensions from Jason's blog post: http://jlattimer.blogspot.com/2015/06/dynamics-crm-developer-extensions-v1000.html
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Want to take Microsoft Dynamics Marketing out for a test drive? To ensure a smooth ride, be sure to download this trial guide document to walk you through the most important configuration steps and common use cases.
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In this final part of the Smarter Sales Process article series we're exploring ways how to view not only the current sales opportunity pipeline in Microsoft Dynamics CRM but also gaining some insight on how the pipeline has developed over time.
How to show a chart of the historical development of open opportunity pipeline by leveraging Dynamics CRM 2105 customization tools.
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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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Have them in circles
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Surviving CRM

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Interested in hearing what the +Microsoft Dynamics CRM MVPs think about the latest CRM Online 2015 Update 1 (aka "Spring '15 release")? Watch (or mainly listen) to this recording from the MVP Virtual Conference where Alex Fagundes, Chris Cognetta, Donna Edwards and Shan McArthur discuss the release highlights as well as considerations to be aware of when moving to the latest #MSDYNCRM  version.
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LinkedIn now offers an updated version of their Sales Navigator solution for Microsoft Dynamics CRM.
CRM integration saves up to 30 minutes of time every day while increasing sales productivity by 17%, per rep. Source: Accenture study Last September we extended our commitment to help you save time by launching LinkedIn Sales Navigator for Salesforce. Since
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Integrating Microsoft Dynamics CRM with SharePoint for document management isn't always so simple as it might initially seem, especially if you need to pay attention to the scalability of the solution or secure the access to different document locations. Read this article by Gonzalo Ruiz to gain a better understanding of the considerations of integrating these two Microsoft business applications. #MSDYNCRM  
SharePoint is probably the most natural and easiest to implement solution for document management for CRM records. However, what happens when you have millions of records in CRM which might have documents? I recently worked o...
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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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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