Dynamics CRM

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 It has been replaced by Microsoft Dynamics 365.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].

Enterprise Platforms

Dynamics CRM: AND/OR in filtered views

There’s something infuriating about a system quietly excluding the records you most need to see. Digging into the logic behind Dynamics CRM’s filtered views reveals not just quirks, but assumptions baked deep into its bones. The kind of thing you only notice when the data just doesn’t feel right.

Enterprise Platforms

Dynamics CRM: Automating record names

Automated record naming in Dynamics CRM using JavaScript—generate structured, human-readable names for records based on owner and other fields, while locking its Name to enforce consistency.

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