Dynamics Blog

Welcome to the Dynamics Blog hosted by the professionals at Armanino. This blog is about anything that may be helpful to others regarding Microsoft Dynamics' software. The topics can be anything from Microsoft Dynamics GP, AX, CRM, SharePoint, MAS 90/200, .NET development, accounting, compliance and more.

Wednesday, September 16, 2015

NAVCO Uses FieldOne and Dynamics CRM as Customer Service Tools

NAVCO, a business security systems provider and Armanino client, utilizes FieldOne Sky and Microsoft Dynamics CRM as customer service tools to meet service level agreements and deliver outstanding customer services. NAVCO focuses on keeping their customers’ assets and people protected. FieldOne and Dynamics CRM make sure their systems stay running smoothly so they can continue …

Wednesday, June 17, 2015

Dynamics CRM Forecast Management to Improve Sales and Operations Planning

If your company struggles with accurate forecasting, and aligning goods and services with demand, you’re not alone. Having worked with a number of manufacturing companies, this is an issue that tends to come up pretty regularly. And truthfully, beyond the most basic pipeline management reports, out-of-the-box CRM systems are not built to include Forecast Management …

Monday, March 9, 2015

Running Workflows in Dynamics CRM 2013

This post from Tales from the Trenches covers running workflows in Dynamics CRM. Recently, I encountered a situation in which I needed to use a workflow to update over 45,000 existing records in CRM 2013. As you may know, it is possible to execute workflows manually – if they have been configured to run on-demand – …

Thursday, February 12, 2015

Dynamics CRM 2013 Service Pack 1 Update Rollup 2 is now available!

On January 28, 2015, we received notification that Microsoft had released Update Rollup 2 (UR2) for Service Pack 1 (SP1) for Dynamics CRM 2013. However, the files were not officially available for On-Premises customers to download until February 6th. They are now available at this page for the Dynamics CRM 2013 Service Pack 1 Update Rollup …

Thursday, August 21, 2014

Why Even Non-Developers Should Use Dynamics CRM SDK

If you are like me, the acronym “SDK” scares you (not that I would ever share that with my development-type teammates). I am a run-of-the-mill CRM customizer – do I really need or want to know all the nitty-gritty details of end points, soap vs. rest, and assemblies? Not really, but there is much more …

Wednesday, February 12, 2014

Best Practices for Designing New Entities in Microsoft Dynamics CRM

MS CRM is a very powerful tool, and very easy to customize—this can be good and bad. However, with some planning, you can help ensure that any new entities you add to the system make sense and are easy to use. Before Adding the New Entity Understand your company-specific terminology. One of the first things …

Wednesday, November 6, 2013

Evolution of Customer Service Best Practices With Microsoft Dynamics CRM

Customer Service is no longer as simple as logging a case, routing for resolution and ensuring you close out with the customer. There are a number of new best practices emerging in customer service to increase productivity and drive better customer satisfaction.  These practices include leveraging social media, email queues and customer self-service portals. I …

Tuesday, October 8, 2013

Update Rollup 15 for Microsoft Dynamics CRM 2011 is Now Available!

On Monday, October 7, Microsoft released Update Rollup 15 (UR15) for Dynamics CRM 2011. You can download UR15 and review the complete list of the 75+ fixes in UR15 now. In addition to the extensive list of fixes, UR15 Rollup includes numerous improvements specific to the Microsoft Outlook Client. Arguably, the most important of these …

Friday, October 4, 2013

Adding Logic When Quotes are Activated in Microsoft CRM

Recently, I needed to write a Dynamics CRM plug-in to roll up the total amount for all quotes into their parent entity. The plug-in was to fire whenever a quote was activated. I knew from past experience that the message corresponding to quote activation was SetState, so I registered the plug-in accordingly. However, it absolutely …

Friday, August 30, 2013

Writing JavaScript Ribbon Button Functions against Grids in Microsoft CRM 2011

Executing actions against multiple items in a CRM grid using JavaScript can really help a user’s productivity. For that reason, we’d like to provide a few pointers on how to develop scripts that can run against grid items in Microsoft Dynamics CRM. Please note that this overview is intended for seasoned developers, and leaves out …

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