Server Side Synchronicity
Today's guest blogger is Ross Talbot, a Development Principal at Sonoma PartnersIf you have been following our adventures with Server Side Synchronization in Dynamics CRM 2013, we previously detailed...
View ArticleDynamics CRM 2015: Social Insights & On Prem
Microsoft recently announced new features coming out with their next version of Microsoft Dynamics CRM 2015 (previously code named Vega). Check out the Dynamics CRM 2015 Release Preview Guide to see...
View ArticleDynamics CRM 2015 Hierarchy Visualizations
Microsoft recently announced new features coming out with their next version of Microsoft Dynamics CRM 2015 (previously code named Vega). Check out the Dynamics CRM 2015 Release Preview Guide to see...
View ArticleDynamics CRM 2015 Enhanced Business Processes
Microsoft recently announced new features coming out with their next version of Microsoft Dynamics CRM 2015 (previously code named Vega). Check out the Dynamics CRM 2015 Release Preview Guide to see...
View ArticleServer Side Synchronicity 2
Today's guest blogger is Ross Talbot, a Development Principal at Sonoma PartnersIn the continuing discussion regarding Server Side Synchronization in Dynamics CRM 2013, we previously detailed some of...
View ArticleDynamics CRM 2015 Calculated and Rollup Fields
Microsoft recently announced new features coming out with their next version of Microsoft Dynamics CRM 2015 (previously code named Vega). Check out the Dynamics CRM 2015 Release Preview Guide to see...
View ArticleDynamics CRM 2015 Hierarchical Security
Microsoft recently announced new features coming out with their next version of Microsoft Dynamics CRM 2015 (previously code named Vega). Check out the Dynamics CRM 2015 Release Preview Guide to see...
View ArticleDynamics CRM 2015: Tablet Client (MoCA) Enhancements
Microsoft recently announced new features coming out with their next version of Microsoft Dynamics CRM 2015 (previously code named Vega). Check out the Dynamics CRM 2015 Release Preview Guide to see...
View ArticleDynamics CRM 2015 SLA Enhancements
Microsoft recently announced new features coming out with their next version of Microsoft Dynamics CRM 2015 (previously code named Vega). Check out the Dynamics CRM 2015 Release Preview Guide to see...
View ArticleDynamics CRM 2015 Sales Module Enhancements
Microsoft recently announced new features coming out with their next version of Microsoft Dynamics CRM 2015 (previously code named Vega). Check out the Dynamics CRM 2015 Release Preview Guide to see...
View ArticleDynamics CRM 2015 is Released!
The much anticipated release of Dynamics CRM 2015 is here! CRM 2015 is now available for download for on-premise. CRM Online trials are going live with CRM 2015 as well, so head here to...
View ArticlePoodle and your CRM
Today I am co-blogging with Blake Scarlavai, Development Principal and Microsoft Dynamics blogger at Sonoma Partners.Nathen:Recently a vulnerability in SSL 3.0 known as “Poodle” gained some significant...
View ArticleUnsupported Customizations in CRM 2015
Microsoft has been rolling out CRM 2015 for Online organizations (On-prem download can be found here) but before you perform the update you will want to review the new list of unsupported...
View ArticleDynamics CRM 2015 Outlook and Sync Enhancements
Microsoft recently announced new features that have come out with their next version of Microsoft Dynamics CRM 2015 (previously code named Vega). Check out the Dynamics CRM 2015 Release Preview Guide...
View ArticleData De-Duplication through Fuzzy Matching
Today's guest blogger is Chris LaBadie, a Senior Database Developer at Sonoma PartnersWhenever we work on a data project for a customer the subject of cleaning their client data is always a discussion...
View ArticleDynamics CRM 2015 – Advanced Find Returns
Like most users of Dynamics CRM 2013, it’s taking me awhile to get used to the new navigation. However, with any software deployment, it takes users time to get used to the new functionality and...
View ArticleCRM 2015 – Scripting Options for Business Process Flows
Since the release of business process flows in CRM 2013, we’ve been clamoring for more extensibility from a scripting standpoint. With the release of CRM 2015 Microsoft has added several new methods...
View ArticleCustomer Success: For Jones Lang LaSalle, Success Can Be Found in the Cloud
Jones Lang LaSalle (JLL) is a financial and professional services firm that specializes in commercial real estate services and investment management. With an impressive workforce of 52,700 employees...
View ArticleCRM 2015 – Custom Help Content
With CRM 2015 Microsoft added the ability to customize help content on a global level as well as an entity level. Your content will then be surfaced by clicking the question mark icon at the top right...
View ArticleForm Record Navigation in CRM 2015
If you’re like us at Sonoma Partners, and have upgraded to CRM 2015 already, you’re also getting used to the different UI of 2013/2015 compared to 2011.I may be one of the odd ones where I enjoyed 2011...
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