Category Archives: CRM

Building a CRM Culture

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Many organisations struggle to get buy-in from across their business for their CRM projects. Often people don’t fully understand the benefits and power that CRM can bring to them, and when user adoption is low it can result in a costly failure for your shiny new CRM system. For CRM to be a success you   …Continue Reading


‘Bridging’ the Digital Divide

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Rapidly increased adoption of digital platforms has taken the world of business by storm. In Scotland alone, ‘digital’ contributed £10.3bn to the economy last year, well above the national average. CBI Director-General, John Cridland noted: “Both the public and private sectors have much to gain from harnessing the benefits of digital technology. The UK is   …Continue Reading


Top 5 new features in Microsoft Dynamics CRM 2015 -Update 1

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1.  Themes: Themes are in everybody’s favourite list and with good reason. We’ve been working with Microsoft Dynamics CRM since the 2011 version – back in the days of the good old grey forms. We’ve always wanted the ability to change the look and feel of the application, to style it up and brand it,   …Continue Reading


Key features of Microsoft Dynamics CRM 2015

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First released in January 2003, Microsoft Dynamics CRM has provided users and organisations with powerful capabilities. Microsoft Dynamics CRM continues to grow and the 2015 release contains new features and capabilities allowing businesses to further their abilities to deliver amazing customer experiences. 1. Sales Key Features Product Families Companies will be able to boost selling   …Continue Reading


Remote Debugging a Dynamics CRM Plugin

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One of the main challenges surrounding the development of plugins for Dynamics CRM, is the difficulty in debugging errors. There are many ways to debug your code, such as checking the event viewer for any exceptions thrown, check the associated system jobs within the CRM UI, making use of the “ITracingService” within your code etc.   …Continue Reading


Cross Origin (CORS) enabled WCF Services over SSL from Dynamics CRM

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The latest W3C standard CORS specification addresses the issue that most browsers simply won’t allow cross domain calls for security reasons. Previous workarounds for Dynamics CRM calls to external web services have included transferring logic from client to server via a dialog or workflow with custom activity, the use of JSONP or using IIS URL   …Continue Reading


Top 8 differences between Dynamics CRM and Salesforce

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Search online for CRM or Customer Relationship Management and you are likely to come across the two main contenders within the CRM arena: Microsoft Dynamics CRM and Salesforce CRM. There are many similarities between the two CRM solutions but there are also some important differences which you should be aware of before making your choice.   …Continue Reading


Timer Control in Dynamics CRM 2015

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After finally getting around to using the new timer control in Dynamics CRM 2015 (although introduced in 2013), it is clear that this is a simple, yet very powerful, graphical way of seeing how much time is left on an open case for example, before it breaches SLA agreements. We did however run into one   …Continue Reading


CRM – adding a custom button to the form ribbon

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  Here’s a quick guide to adding a custom button to ribbon on a form in Microsoft Dynamics CRM 2011 and 2013. In this example, we will be adding a button to the Account form to launch a custom Dialog.           Getting the Customizations XML To get the customizations xml we   …Continue Reading