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A Step by Step Guide to Create Your First Survey with Dynamics CRM 2016 Voice...
Dynamics CRM 2016 was recently released and with it a whole slew of new features and functionality. A bunch of features were planned for the initial 2016 release, but for one reason or another were...
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Analyzing Audit Logs using KingswaySoft
If you have ever looked into analyzing audit log records in Dynamics CRM, you know how hard it can be. Using the API there isn’t a good way to retrieve all the audit log records for a specific entity....
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Building CRM Web Resources with React
Web Resource DevelopmentMicrosoft Dynamics CRM has allowed us to develop and host custom user interfaces as Web Resources since CRM 2011. Since then, the web has exploded with JavaScript frameworks....
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Inside Edition: How Sonoma Partners Uses CRM to Track Time
Today's post is written by Matt Weiler, a Principal Architect at Sonoma Partners.As a consulting company, tracking time spent on projects is critical to billing our customers correctly, making sure...
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Integrating QuickBooks and Dynamics CRM
Today's post is written by Rob Jasinski, Development Principal at Sonoma Partners.We recently needed to integrate QuickBooks Desktop with our Microsoft Dynamics CRM solution, specifically for...
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Microsoft Text Analysis and CRM–Tracking Client Sentiment
Microsoft has released a set of intelligence APIs known as Cognitive Services which cover a wide range of categories such as vision, speech, language, knowledge and search. The APIs can analyze...
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Get ready, Dynamics is about to get “Linked” in
Today's post is written by Aaron Robinson, an Engagement Manager at Sonoma Partners.It’s true. Microsoft dropped a cool $26.2B to purchase LinkedIn.Unless you have been on vacation for the last month...
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Turbo Forms: The Time is Nigh
Today's post is written by Mike Dearing, Development Principal at Sonoma Partners.Released with CRM 2015 Online Update 1, and CRM 2016 on-prem, Turbo Forms was introduced to significantly increase form...
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Where are my Voice of the Customer Survey Responses?
I previously wrote a post about the basics of the new Dynamics CRM 2016 Voice of the Customer feature (also known as surveys for the common ear).However, in my testing I’ve seen instances where my...
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How to Build Interactive Dashboards in Dynamics CRM
Today's post was written by Nick Costanzo, Principal Consultant at Sonoma Partners.By now, most organizations using Dynamics CRM for service management have become familiar with the Interactive Service...
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Microsoft Announces Dynamics 365 Integrated Cloud Platform
Today's post was written by Kayla Silverstein, Marketing Specialist at Sonoma Partners.A rivalry well-known in the CRM space: Microsoft Dynamics vs. SalesforceMicrosoft took a significant step to...
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CRM Upgrade with SQL AlwaysOn
Today's post was written by Neil Erickson, Development Principal at Sonoma Partners.As a firm that specializes in CRM consulting, we are proponents of using the technology we sell in our own processes....
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Marketo Triggering MSCRM's Duplicate Detection
Today's post was written by Matt Dearing, Development Principal at Sonoma Partners.For those that may be unfamiliar, Marketo’s solution offers marketing automation, email, and many other services. We...
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Need to export more records to Excel? We’ve got you covered with the...
With Dynamics, the default maximum record count to export to Excel is 10,000. While this may work for a lot smaller business without a lot of data, it won’t work for most organizations. An instance...
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How to Use Microsoft Dynamics CRM Business Process Flows: The Checklist Strategy
Today's post was written by Trent Bell, Principal Consultant at Sonoma Partners.Usability is “king” when it comes to CRM because the biggest killer of CRM is lack of user adoption. It is a...
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Save My Data! CRM Online Backup & Restore
With the Dynamics 2016 Spring Release for CRM Online, a much anticipated feature for CRM Online has finally been rolled out. This is the ability for the end user to be able to manage database backups,...
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Bad Characters Messing Up Your Migration to Microsoft CRM Dynamics?
Today's post was written by Neal Sullivan, Senior Database Developer at Sonoma Partners.As we work with clients to migrate data into Microsoft Dynamics CRM we often run into challenges with the...
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Speeding Up Web Resource Development with Imposter for Fiddler
Today's post was written by William Dibbern, Principal Developer at Sonoma Partners.Anyone who has built a web resource for Dynamics CRM can tell you how frustrating it is without the right...
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Learning Path - Dynamics CRM 2016 Guided Help
With the Spring 2016 release of Dynamics CRM came a guided user experience that provides context-sensitive and interactive tasks for end users to more easily become familiar with Dynamics CRM....
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CRMUG Summit 2016 Recap
Earlier this year, Microsoft announced that it’s Convergence conference would be replaced by Microsoft Envision. Envision would be meant for business leaders looking for a more strategic vision, while...
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