Microsoft Dynamics CRM 2013 Quiz Master

2014 is/was the year of Microsoft Dynamics CRM 2013 so to wrap up the year I've decided to share my quiz I put together so that you can test your knowledge of Microsoft Dynamics CRM 2013. I did this in our last team meeting over some chocolate cake (yum!). These questions have been derived from the...

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Automatically populating Order address fields using customisations

Sometimes I have a "I wish" moment with Microsoft Dynamics CRM. If I had a lamp where a genie came out and granted me wishes, it would probably be depleted in a short amount of time. There are some things Microsoft Dynamics CRM could have out-of-the-box but I also have to remind myself that it's a...

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CRM 2013 no code approval process - Version 2.0

I have a previous vlog post where I showed how to create a simple approval process without code. This was more of a proof of concept of how an approval process could be achieved using customisations - zero development. I've since implemented the approval process for a client but it's somewhat changed...

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Pipeline Phase field deciphered

I've been working on a project where we are implenting Microsoft Dynamics CRM 2013 and the area of CRM that will be used intially is the Sales module. The last time I customised the Sales module was in Microsoft Dynamics CRM 4. Yup, that was in 2009. So when I started customising the Opportunity entity,...

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Enter the matrix of Spring Wave 14'

There can only be one. I've always wanted to say that. Alrighty then... I have had a few customers that have been contacting me as they have had some difficulties in finding licensing information for the new services from the Spring Wave '14 release for Microsoft Dynamics CRM 2013. I have also had customers wanting a centralised list of the new enhancements as well that may or may not be included...

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Computer Says No - CRM Failed to Load

A CRM 2013 support case from one of our customers was raised and I investigated the error the customer was experiencing. When navigating to the Marketing List entity in the Microsoft Dynamics CRM 2013 Outlook  Client, an error was being displayed. Eeeek what do I do?! As mentioned in my previous...

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Recipe in asking for CRM help

If you're an existing end user of CRM and you have a CRM support agreement with your IT Partner (in other words your emergency CRM line), you can probably relate to this post. Sometimes we panic when trying to do a certain action in CRM as a result of an error message and we contact our IT Partner for...

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A simple approval process in CRM 2013

At the beginning of this year I did some R&D where the challenge was to come up with a simple approval process using configuration, zero development. I used some of the new and cool features which you'll see in my vlog post. What I did: 1) Created four custom fields Quote generated - two option Request approval - two option Approved - two option, enabled field security Approved By - Lookup...

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CTL + ALT + [Your Choice]

One new functionality in CRM 2013 is "Quick Create" where you can create records from your current view. For example if you are currently in Opportunities and you want to create a new Account record, previously you would need to navigate away from Opportunities and into the Account view to create...

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I'm a CRM tourist, I need a tour guide!

OK, do either of the following apply to you: 1) I am new to Microsoft Dynamics CRM, I have not seen it before 2) I am an existing user of Microsoft Dynamics CRM but not version 2013 Then you'll need help in understanding the latest version of Microsoft Dynamics CRM 2013. This vlog will go through the following: Main Menu Module Menu Record Menu Related Record Menu By the end of if you should...

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