Microsoft Dynamics Blog

Welcome to Armanino’s Microsoft Dynamics Blog, where you’ll find information on topics across Microsoft Dynamics 365 ERP and CRM, Dynamics GP, Power BI, PowerApps, Flow and more. Use these tips, tricks and insights to get the most out of your applications! Want these articles delivered straight to your inbox? Subscribe to our newsletter below.

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 …

Friday, August 9, 2013

Importing Attachments with Notes in Microsoft CRM

Have you ever needed to upload a group of attachments to an entity? Perhaps you are doing a data conversion or starting a new account that needs historical documents attached? Microsoft CRM allows you to import attachments via a zip file in a few easy steps. Any entity in CRM that has Notes & Attachments …

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