Microsoft Dynamics CRM (Customer Relationship Management) was an application that helps businesses manage sales, marketing, and customer service processes. It has been replaced by Microsoft Dynamics 365. [Wikipedia].
After a decade immersed in Microsoft Dynamics CRM—speaking, writing and building solutions—I hit a wall. Platform limitations, shifting priorities and architectural constraints extinguished the creative spark. So I turned toward a new horizon.
In my previous post of this series, we discussed how to implement ACME’s sales pipeline through the creation of a
In my previous post of this series, we discussed some fundamental concepts of the sales pipeline and how Dynamics CRM
No matter how orthodox and customisation-free you want your Dynamics CRM implementation to be, there is always one aspect of
Last week I wrote a post about the changes in the Lead entity introduced by Dynamics CRM 2013. Following the
Dynamics CRM 2013 completely revamped Lead entity behaviour—introducing business process flows, Bing Maps integration, and embedded grids for stakeholders and competitors. These changes brought new behaviours that can disrupt established xRM patterns, especially when not aligned with the traditional sales funnel.
I’ve been getting some emails from readers praising some of the tutorials I wrote round Dynamics CRM customisation and wondering
With the release of Dynamics CRM 2011 Update Rollup 12 (UR12, also known as Polaris), Microsoft introduced a lot of
In the third post of my Diving into the sales pipeline series, we covered the creation of workflows to handle
I recently got a requirement for a Dynamics CRM implementation that all recorded sales should follow the B2B (business to
