Tips for end users after go-live

Earlier this week I presented at the Melbourne Dynamics365 User Group in the Just 1 Tip slot. This is where presenters share their tips and tricks for 5 minutes with the audience. My tips were on what end users can do after Microsoft Dynamics CRM has gone live. As consultants or service providers,...

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Cloning records in Microsoft Dynamics CRM

Cloning is one of those nifty features that doesn't exist in Microsoft Dynamics CRM out-of-the-box. The exception is in the Product Catalog where you can clone a Product but alas, elsewhere in CRM it does not exist. Enter IOTAP Record Cloning - with one click you can clone a single record or...

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Oracle UPK + Microsoft Dynamics CRM

It's not everyday that you come across a post that combines an Oracle product with a Microsoft product. Today, you will experience just that. In this vlog I cover Oracle's UPK with Microsoft Dynamics CRM Online, where I demonstrate how to clone a price list using IOTAP Cloning Tool. I'm sharing my awe...

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Awaken the ERD force in you

The inspiration for this vlog is from my travels around Europe last year. I traveled to 10 different places and saw many magnificent masterpieces. Examples were Gaudi in Barcelona, Michelangelo's David and his other piece of work, the Sistine Chapel in Vatican City.  Inside the La Sagrada...

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