Hosk’s Top CRM Articles of the week – 3rd July

Article of the week

 

Top Ten Secrets to a Successful CRM Deployment: Part Two–Process

great blog post from CRM MVP Leon tribe.  This list has some great advice on helping to ensure you CRM project is a success.

Here is a post focusing on the other way your project can go

13 signs your CRM project is doomed

Best of the rest

CRM Plugins – Stopping infinite loops and understanding PluginExecutionContext.Depth

Whilst using Depth to stop a plugin being called from another plugin, I decided to have a read of the CRM SDK to find out more about PluginExecutionContext.Depth

Create or Update through a single request – Upsert in Dynamics CRM 2015 Update 1

The might new and amusingly named Upsert.  Very useful but you need to learn about alternative keys and think about the side effects of other plugins being triggered.  Good article on the subject to get you started

CRM 2015 – plugin deployment options

Do you know your Plugin deployment options?  How about the effects of IISReset?  This article talks about the Plugin framework as well.  It was written by The Hosk, who is a good friend of mine

Top Ten Secrets to a Successful CRM Deployment: Part Three–Technology

A list of the juicy new features in CRM 2015

Dynamic Form Navigation

Showing you how to change the form dynamically using Javascript

Convert CRM Plugin Message to CRM Alert or Notification When Save Programmatically JavaScript

Interesting, well written and useful article on pushing plugin errors messages into notifications.

new page for Microsoft Dynamics CRM books and videos

Microsoft has got a swanky new page so you can easily find CRM books and videos, which is good for customers.

Improve validation and user experience by using business rules to set default values 

Simple idea but using business rules to set default values easily solves an annoying issue with CRM

Assembly versioning in CRM 2011

An old but classic article discussing versioning in CRM plugins/Custom workflows. I bumped into this whilst writing by blog posts this week.

Tips: CRM C# Create Validated Parent and Child Records at Once as one Big Compound using ‘Related Entities’ 

How to avoid infinite loop errors when a parent case updates children casess

CRM 2013 – Step by Step Update Plugin Tutorial using the CRM 2013 Development Toolkit

A step by step guide to writing a plugin using the CRM developer toolkit

Simple web API preview sample

The Web API is my first glimpse of OData 4

The difference: Xrm.Page.data.refresh() vs Xrm.Utility.openEntityForm(entityName, id) in Practice

What’s the difference between refreshing and reloading? Read the article to find out

programming

Great article and examples of Dependency Inversion Principle – DIP in the Wild

Uncle Bob DIP

Misconceptions about code reuse

I’m Sorry, But Agile Won’t Fix Your Products

High Cohesion and Low Coupling part 1

High Cohesion and Low Coupling part 2

December 2014: From Test Driven Development to Behavioral Driven Design

The 10 Worst Kinds of Software Developers! which one are you?

Other

Office workers – Get up and get active 

One man’s year as a nudist

10 Most Common Rookie Mistakes in Public Speaking

Meditation Changes Your Brain for the Better, Even if You’re Not a Monk

Has Consciousness Evolved?

Putting the Greek back into Stoicism

The Three Marriages: Our Relationship With Ourself

PERHAPS THE MOST IMPORTANT BUSINESS BOOK WRITTEN IN THE LAST FIFTY YEARS

Previous top picks

Hosk’s Top CRM Articles of the week – 26th June

Useful Hosk Links

Hosk list Of CRM 2013 Tools

A list and review of CRM 2013 tools, this will probably work in CRM 2015 as well

Hosk’s CRM Developer Articles

A collection of my favourite CRM Developer articles I have written

MB2-703 – CRM 2013 Customization and Configuration Certification Information

All the CRM 2013 content to help you pass the exam

HoskWisdom – Hosk Developer Quotes

 Words of Wisdom from the Hosk.  I have written over 900 articles, surely I should have said a few memorable things

Filed under: CRM 2011, CRM 2013, CRM 2015, Hosk’s Top CRM articles of the week


Source: CRM

Hosk’s Top CRM Articles of the week – 3rd July

Article of the week

 

Top Ten Secrets to a Successful CRM Deployment: Part Two–Process

great blog post from CRM MVP Leon tribe.  This list has some great advice on helping to ensure you CRM project is a success.

Here is a post focusing on the other way your project can go

13 signs your CRM project is doomed

Best of the rest

CRM Plugins – Stopping infinite loops and understanding PluginExecutionContext.Depth

Whilst using Depth to stop a plugin being called from another plugin, I decided to have a read of the CRM SDK to find out more about PluginExecutionContext.Depth

Create or Update through a single request – Upsert in Dynamics CRM 2015 Update 1

The might new and amusingly named Upsert.  Very useful but you need to learn about alternative keys and think about the side effects of other plugins being triggered.  Good article on the subject to get you started

CRM 2015 – plugin deployment options

Do you know your Plugin deployment options?  How about the effects of IISReset?  This article talks about the Plugin framework as well.  It was written by The Hosk, who is a good friend of mine

Top Ten Secrets to a Successful CRM Deployment: Part Three–Technology

A list of the juicy new features in CRM 2015

Dynamic Form Navigation

Showing you how to change the form dynamically using Javascript

Convert CRM Plugin Message to CRM Alert or Notification When Save Programmatically JavaScript

Interesting, well written and useful article on pushing plugin errors messages into notifications.

new page for Microsoft Dynamics CRM books and videos

Microsoft has got a swanky new page so you can easily find CRM books and videos, which is good for customers.

Improve validation and user experience by using business rules to set default values 

Simple idea but using business rules to set default values easily solves an annoying issue with CRM

Assembly versioning in CRM 2011

An old but classic article discussing versioning in CRM plugins/Custom workflows. I bumped into this whilst writing by blog posts this week.

Tips: CRM C# Create Validated Parent and Child Records at Once as one Big Compound using ‘Related Entities’ 

How to avoid infinite loop errors when a parent case updates children casess

CRM 2013 – Step by Step Update Plugin Tutorial using the CRM 2013 Development Toolkit

A step by step guide to writing a plugin using the CRM developer toolkit

Simple web API preview sample

The Web API is my first glimpse of OData 4

The difference: Xrm.Page.data.refresh() vs Xrm.Utility.openEntityForm(entityName, id) in Practice

What’s the difference between refreshing and reloading? Read the article to find out

programming

Great article and examples of Dependency Inversion Principle – DIP in the Wild

Uncle Bob DIP

Misconceptions about code reuse

I’m Sorry, But Agile Won’t Fix Your Products

High Cohesion and Low Coupling part 1

High Cohesion and Low Coupling part 2

December 2014: From Test Driven Development to Behavioral Driven Design

The 10 Worst Kinds of Software Developers! which one are you?

Other

Office workers – Get up and get active 

One man’s year as a nudist

10 Most Common Rookie Mistakes in Public Speaking

Meditation Changes Your Brain for the Better, Even if You’re Not a Monk

Has Consciousness Evolved?

Putting the Greek back into Stoicism

The Three Marriages: Our Relationship With Ourself

PERHAPS THE MOST IMPORTANT BUSINESS BOOK WRITTEN IN THE LAST FIFTY YEARS

Previous top picks

Hosk’s Top CRM Articles of the week – 26th June

Useful Hosk Links

Hosk list Of CRM 2013 Tools

A list and review of CRM 2013 tools, this will probably work in CRM 2015 as well

Hosk’s CRM Developer Articles

A collection of my favourite CRM Developer articles I have written

MB2-703 – CRM 2013 Customization and Configuration Certification Information

All the CRM 2013 content to help you pass the exam

HoskWisdom – Hosk Developer Quotes

 Words of Wisdom from the Hosk.  I have written over 900 articles, surely I should have said a few memorable things

Filed under: CRM 2011, CRM 2013, CRM 2015, Hosk’s Top CRM articles of the week


Source: CRM

Centralize Data and Improve Organizational Efficiency with Microsoft Dynamics CRM

Centralize Data and Improve Organizational Efficiency with Microsoft Dynamics CRMSummary

Founded in 2005, the Voluntary Carbon Standards (VCS) program has become one of the world’s most widely used carbon accounting standards. Operated by the Voluntary Carbon Standards Association (VCSA), the VCS program has revolutionized the voluntary carbon market by developing trusted tools, such as standardized methods that streamline the project approval process, reduce transaction costs and enhance transparency. As the international carbon market continues to evolve, VCS has brought new program innovations that allow for emission reductions on a large scale. Today, a growing professional staff with offices around the world manages the VCS program.

Challenge

In just a few short years, more than 1,180 registered projects have collectively removed over 130 million tons of emissions from the atmosphere, a number roughly equivalent to removing 28 million cars from the road. The records for these and many ongoing projects is maintained in the VCS Project Database. This storehouse of information and methodologies is used to validate projects per VCS criteria and to issue verified carbon units (VCU) under the program. Every VCU can be tracked from issuance to retirement in the database, allowing buyers to ensure every credit is real, permanent, independently verified, uniquely numbered, and fully traceable online.

“The challenge we faced was that VCSA and the carbon trading marketplace were growing extremely fast, and we were handling all the project tracking and client interactions through Excel spreadsheets,” says Elizabeth Silverstein, Program Officer for VCSA. “To keep pace with our growth, we needed a much more sophisticated CRM software solution to manage it all. So we turned to Affiliated for help.”

“We’re not a typical salesoriented business, yet Affiliated was able to figure out how to adapt the CRM tool to meet our unique needs. Their team’s ingenuity helped us to improve the way we do business.”

– Elizabeth Silverstein, VCSA Program Officer

Affiliated Implements Microsoft Dynamics CRM

In mid-2013, the Washington, D.C-based VSCA contacted Affiliated, located in Columbus, Ohio, to help improve their business processes. After conducting an extensive business review, Affiliated recommended Microsoft Dynamics CRM 2013 Online. Being a cloud-based solution, it eliminated any maintenance or hardware issues, which was important to VCS because they had no IT staff.

In less than six months, Affiliated designed a unique solution for VSCA by configuring and customizing Dynamics CRM, implementing the solution, and training the VCSA staff located in offices worldwide. “What we appreciate the most from Affiliated is their flexibility in tailoring CRM to our business model,” says Silverstein. “We’re not a typical client in a sales-oriented business, yet they figured out how to adapt the CRM tool to our unique needs.”

Centralizing Global Knowledge

VCS stakeholders include multinationals, governments and local villages from more than 50 countries. It’s the role of VCSA to bring both breadth and credibility to the vital function of calculating and monetizing greenhouse gas (GHG) performance across the full spectrum of the global economy. Tracking workflow on projects and methodologies, therefore, is key to verifying the authenticity of carbon units on projects as diverse as setting up a wind farm to saving a forest.

With Dynamics CRM installed, VCSA greatly improved the way it manages and tracks critical interactions with stakeholders, such as meetings, inquiries and basic contact information. CRM streamlined the way VCSA is able to track ongoing projects and methodologies, track payments received or outstanding, and share links with relevant documents. “Compared to our old system where we emailed spreadsheets to one another, CRM saves us tremendous time and labor,” Silverstein says.

“Affiliated and Microsoft Dynamics CRM has helped us become more efficient with our time while centralizing information and knowledge for staff and stakeholders worldwide”

–  Linda Price, VCSA Office Administrator

Automating Key Workflows

As a worldwide operation, centralizing all information, knowledge and project histories has made life easier for VCSA’s global staff as well. For example, each approved decision — say, a carbon unit verified on a farm in Tanzania — is now stored within the CRM system, creating an audit trail that’s easy to review, at any time, from anywhere. “Data that could take a day to retrieve because of time zones, now takes seconds,” Silverstein says. The CRM solution also automates critical workflows, such as regular project reviews, that staff previously tracked manually. Today, that approach would be problematic, due to the rapid growth of voluntary carbon trading and the heavier workloads of VCSA’s global staff.

“We now control 60 percent of the global voluntary carbon market,” Silverstein says. “Affiliated’s implementation of Microsoft Dynamics CRM is helping us grow and keep pace with the expanding market. At the same time, we’ve become more responsive and transparent to stakeholders, which truly sets us apart. We’re a more efficient organization today.”

Learn more about how Affiliated can benefit your business.

Call: 614.889.6555
Email: info@aresgrp.com
Visit: www.aresgrp.com

Author information

Mike Moran
Mike Moran is the president of Affiliated Resource Group (Affiliated) based in Dublin, Ohio. Moran co-founded Affiliated in 1993 as an ERP implementation and software development firm. Affiliated became a VAR in 1999. As president, he leads Affiliated’s company-wide strategy, marketing, and corporate development activities. The Company has grown into a multi-million dollar technology and business consulting company serving growing and mid-market businesses throughout Ohio.

Moran’s passion is helping organizations align their business and technology goals then identify and implement technology-based solutions that increase operational efficiencies, improve customer experience, and drive more profitable revenue.

As a member of the Microsoft Partner Network certified in both Platform and Dynamics solutions, Affiliated has won numerous awards including the U.S. Central Region Partner of the Year, and Heartland Area awards for Business Transformation and Customer Satisfaction & Experience. Affiliated is also a VMware Enterprise Solution Partner and has been a successful hardware and software provider utilizing Tech Data for over 10 years.

Active within the community, Moran has served on the Dublin City Schools Business Advisory Council, the Technology Advisory Boards for Hocking College and the Marion Technical Institute and the Tech Data Internet Commerce Council. He earned a BBA in Accounting from the University of Iowa.

The post Centralize Data and Improve Organizational Efficiency with Microsoft Dynamics CRM appeared first on Affiliated CRM Blog.


Source: CRM

FMT Consultants Announces nVerge 2015 – a One-Day Technology Conference on Microsoft Dynamics CRM, Dynamics GP, SharePoint, Office 365 and IT Solutions

nVerge 2015 takes place on October 27th in San Diego, CA and offers a combination of keynotes, breakout sessions, learning labs, an ongoing exhibition with software developers and IT service providers, and networking sessions.

 

nVerge LogoSan Diego, CA, July 2, 2015 – FMT Consultants, a leading San Diego and Los Angeles-based provider of technology solutions, announces nVerge 2015.

nVerge 2015 is a one-day technology conference focusing on the latest feature updates and trends for Microsoft Dynamics CRM, Dynamics GP, Microsoft SharePoint, Microsoft Office 365, Business Intelligence, Corporate Performance Management (CPM) solutions, third-party software applications for the Microsoft Dynamics product line, hardware solutions and IT services.

The one-day conference offers a combination of keynotes, educational breakout sessions conducted by technology experts, presentations by premiere San Diego businesses, ongoing learning labs and a bustling exhibition with IT service providers and independent software vendors. The networking sessions, including breakfast, lunch and the post conference cocktail reception, offer great opportunities to mingle and share insights with other professionals. Visit www.nVerge2015.com for more information.

Since 1995, FMT Consultants has been partnering with emerging to mid-sized companies to increase profitability through innovative and efficient use of technology solutions. FMT Consultants leverages the expertise of 55+ passionate technology experts, a dedicated in-house customer service team and a wide array of software applications. FMT Consultants is a gold certified Microsoft partner.

nVerge was established with the purpose of providing education and technology insights to current and prospective users of Microsoft business solutions and related technologies.

“By attending nVerge 2015, you can experience a wide range of Microsoft business systems and learn how the various solutions integrate with one another. Our goal in designing this event is to focus on showcasing the innovative and cost-effective business management solutions, tools and ideas that empower users and help businesses improve their critical business processes,” says Eric Casazza, CEO of FMT Consultants and adds, “We’re very excited about nVerge 2015 and feel confident that attendees will find a lot of value in the sessions.”

The conference runs for its third year in a row following its successful initial launch in May 2013.

“The past two years we’ve seen tremendous interest for nVerge. Attendance has been outstanding and has grown by more than 65% from 2013 to 2014. nVerge 2014 was at full capacity and we’ve moved this year’s event to a bigger venue to accommodate the growing number of attendees and exhibitors. We’re putting the finishing touch on this year’s action-packed agenda which we are thrilled to be announcing early July,” says Jakob Bechgaard, Marketing Manager at FMT Consultants.

nVerge 2015 takes place on Tuesday, October 27th, 7:30 AM – 5:30 PM at Town and Country Resort & Convention Center in San Diego, CA.

For more information and registration, visit www.nVerge2015.com or contact Jakob Bechgaard at jbechgaard@fmtconsultants.com or 760.930.6400.

nVerge 2015 is hosted by FMT Consultants and is targeted at C-level executives, business owners, managers and end-users. The initial exhibitors and sponsors at nVerge 2015 include Dell, Myappsanywhere, eOne Solutions, Solver BI360, RedTail Solutions, TitaniumGP, RoseASP, Adxstudio, Purely Cloud, Altec, Nodus Technologies, ReQlogic and Varonis. Learn more about the growing sponsor list at www.nVerge2015.com.

by FMT Consultants

FMT Consultants Announces nVerge 2015 – a One-Day Technology Conference on Microsoft Dynamics CRM, Dynamics GP, SharePoint, Office 365 and IT Solutions is a post from: CRM Software Blog

The post FMT Consultants Announces nVerge 2015 – a One-Day Technology Conference on Microsoft Dynamics CRM, Dynamics GP, SharePoint, Office 365 and IT Solutions appeared first on CRM Software Blog.


Source: CRM

FMT Consultants Announces nVerge 2015 – a One-Day Technology Conference on Microsoft Dynamics CRM, Dynamics GP, SharePoint, Office 365 and IT Solutions

nVerge 2015 takes place on October 27th in San Diego, CA and offers a combination of keynotes, breakout sessions, learning labs, an ongoing exhibition with software developers and IT service providers, and networking sessions.

 

nVerge LogoSan Diego, CA, July 2, 2015 – FMT Consultants, a leading San Diego and Los Angeles-based provider of technology solutions, announces nVerge 2015.

nVerge 2015 is a one-day technology conference focusing on the latest feature updates and trends for Microsoft Dynamics CRM, Dynamics GP, Microsoft SharePoint, Microsoft Office 365, Business Intelligence, Corporate Performance Management (CPM) solutions, third-party software applications for the Microsoft Dynamics product line, hardware solutions and IT services.

The one-day conference offers a combination of keynotes, educational breakout sessions conducted by technology experts, presentations by premiere San Diego businesses, ongoing learning labs and a bustling exhibition with IT service providers and independent software vendors. The networking sessions, including breakfast, lunch and the post conference cocktail reception, offer great opportunities to mingle and share insights with other professionals. Visit www.nVerge2015.com for more information.

Since 1995, FMT Consultants has been partnering with emerging to mid-sized companies to increase profitability through innovative and efficient use of technology solutions. FMT Consultants leverages the expertise of 55+ passionate technology experts, a dedicated in-house customer service team and a wide array of software applications. FMT Consultants is a gold certified Microsoft partner.

nVerge was established with the purpose of providing education and technology insights to current and prospective users of Microsoft business solutions and related technologies.

“By attending nVerge 2015, you can experience a wide range of Microsoft business systems and learn how the various solutions integrate with one another. Our goal in designing this event is to focus on showcasing the innovative and cost-effective business management solutions, tools and ideas that empower users and help businesses improve their critical business processes,” says Eric Casazza, CEO of FMT Consultants and adds, “We’re very excited about nVerge 2015 and feel confident that attendees will find a lot of value in the sessions.”

The conference runs for its third year in a row following its successful initial launch in May 2013.

“The past two years we’ve seen tremendous interest for nVerge. Attendance has been outstanding and has grown by more than 65% from 2013 to 2014. nVerge 2014 was at full capacity and we’ve moved this year’s event to a bigger venue to accommodate the growing number of attendees and exhibitors. We’re putting the finishing touch on this year’s action-packed agenda which we are thrilled to be announcing early July,” says Jakob Bechgaard, Marketing Manager at FMT Consultants.

nVerge 2015 takes place on Tuesday, October 27th, 7:30 AM – 5:30 PM at Town and Country Resort & Convention Center in San Diego, CA.

For more information and registration, visit www.nVerge2015.com or contact Jakob Bechgaard at jbechgaard@fmtconsultants.com or 760.930.6400.

nVerge 2015 is hosted by FMT Consultants and is targeted at C-level executives, business owners, managers and end-users. The initial exhibitors and sponsors at nVerge 2015 include Dell, Myappsanywhere, eOne Solutions, Solver BI360, RedTail Solutions, TitaniumGP, RoseASP, Adxstudio, Purely Cloud, Altec, Nodus Technologies, ReQlogic and Varonis. Learn more about the growing sponsor list at www.nVerge2015.com.

by FMT Consultants

FMT Consultants Announces nVerge 2015 – a One-Day Technology Conference on Microsoft Dynamics CRM, Dynamics GP, SharePoint, Office 365 and IT Solutions is a post from: CRM Software Blog

The post FMT Consultants Announces nVerge 2015 – a One-Day Technology Conference on Microsoft Dynamics CRM, Dynamics GP, SharePoint, Office 365 and IT Solutions appeared first on CRM Software Blog.


Source: CRM

Tip #423: Tipsters guide to folder-level tracking: administration

Welcome to video Fridays. You’ve heard it. We now even have our own video dude as part of the team: Derik “Foobar” Bormann . We aim to give you something useful in time it takes to consume a cup of coffee or other beverage of your choice. In the break, between your spurs of awesomeness creating another CRM gem.

Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas to jar@crmtipoftheday.com.

 


Source: CRM

CRM Minute – Outlook Filters

We at xRM (www.xrm.com) want to remind our customers of a feature that is easy to overlook in the CRM for Outlook plugin—user filters. Filters allow users to control what exactly gets synchronized between Microsoft Dynamics CRM and Outlook. Below is a “CRM Minute” video to show you where you can control these filters.


Here are some written instructions. Note that these settings can be configured from Outlook or the web client:

Outlook

    1. Click File > CRM.

    2. Click the Synchronize button. Two options should appear. Select “Review Synchronization Settings”.

    3. The Synchronization Settings for Outlook or Exchange window opens.

    4. Click the User Filters tab to manage your own filters.

      Web Client

        1. Click the Settings icon in the upper-right corner (looks like a gear).

        2. Select Options.

        3. Select the Synchronization tab.

        4. Click the Filters link.

        5. The Synchronization Settings for Outlook or Exchange window opens.

        6. Click the User Filters tab to manage your own filters.

          If you like this bite-size lesson, you can find plenty more at our Microsoft Dynamics CRM by xRM YouTube channel. We post tutorials, xRM updates, and more videos for our CRM Minute series. We’ve even bundled these up in a playlist for your enjoyment!

          You can learn more tips, tricks, and tutorials for Microsoft Dynamics CRM, please check out our xRM blog and our Success Portal. If you would like to receive training from our team of experts, please inquire about our QuickStart Training.


          Source: CRM

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