• Power BI Microsoft Dynamics CRM 2013 – Part 5

      Colin Maitland, 21 October 2014

      In this series of blogs I am providing a simple overview of how to connect Microsoft Excel to a Microsoft Dynamics CRM Online Organisation and how to use some of the Power BI tools in Microsoft Excel, such as Power Query, Power View, PowerPivot and Power Map, to create some nice looking, interactive

      Read the full article here
    • Power BI Microsoft Dynamics CRM 2013 – Part 4

      Colin Maitland, 20 October 2014

      In my previous blog I demonstrated how to configure Power Query options and how to select and load one or more ODataSets from a Microsoft Dynamics CRM Online Organisation using Power Query in Microsoft Excel. In this blog I will demonstrate how to view and configure the relationships between th

      Read the full article here
    • Power BI Microsoft Dynamics CRM 2013 – Part 3

      Colin Maitland, 19 October 2014

      In my previous blog I demonstrated how to create a connection in Microsoft Excel Professional Plus 2013 to a Microsoft Dynamics CRM Online Organisation for use by the Microsoft Excel Power BI tools such as Power Query, PowerPivot and Power Map.  In this blog I will describe how to configur

      Read the full article here
    • Power BI Microsoft Dynamics CRM 2013 – Part 2

      Colin Maitland, 15 October 2014

      In my previous blog I showed some samples of Power View, PowerPivot and Power Map reports that displayed Account and Opportunity related information retrieved from a Microsoft Dynamics CRM Online Organisation. In this blog I will provide a list of the supported versions of Microsoft Excel, the

      Read the full article here
    • Power BI Microsoft Dynamics CRM 2013 – Part 1

      Colin Maitland, 14 October 2014

      In this series of blogs I will provide a simple overview of how to connect Microsoft Excel to a Microsoft Dynamics CRM Online Organisation and how to then use some of the Power BI tools in Microsoft Excel, such as Power Query, Power View, PowerPivot and Power Map, to create nice looking, interactive

      Read the full article here
    • Microsoft Dynamics CRM 2013 PowerShell Cmdlets

      Colin Maitland, 07 October 2014

      Microsoft Dynamics CRM 2013 provides a number of Windows PowerShell cmdlets that may be used to manage a Microsoft Dynamics CRM 2013 deployment. These cmdlets are available on the Microsoft Dynamics CRM 2013 Server which has the Deployment Tools Server Role installed. In order to use the cmdlets you

      Read the full article here
    • Upgrading from Microsoft Dynamics CRM 2013 to Microsoft Dynamics CRM 2015

      Colin Maitland, 05 October 2014

      In this blog I will provide a list of the main points from a recently posted Upgrading from Microsoft Dynamics CRM 2013 to 2015 Autumn '14 video presented by Matthew Barbour.  Microsoft Dynamics CRM 2015 Supported Server and Client Software  •  The following software is supported

      Read the full article here
    • Microsoft Dynamics CRM 2013 – Automatically Triggered Background Workflow Processes Scope

      Colin Maitland, 22 June 2014

      In this blog I will describe how the Scope option for automatically triggered background Workflow Processes is applied using the example of four Workflow Processes designed to be automatically triggered to execute in the background when the Description field on an Opportunity is updated by a User.

      Read the full article here
    • Microsoft Dynamics CRM 2013 Service Pack 1 – Workflow Processes ‘Group OR’ Statement

      Colin Maitland, 17 June 2014

      In this blog I will briefly describe the use of the new Group OR option for conditional branches in Workflow Processes in Microsoft Dynamics CRM 2013 since Service Pack 1. When using Advanced Find in Microsoft Dynamics CRM there has always been the ability to group individual conditions together us

      Read the full article here
    • Microsoft Dynamics CRM 2013 Status Reason Transitions – Part 3

      Colin Maitland, 17 June 2014

      In my previous blog I have outlined the differences between using Update or Set State when using Business Rules, Workflow Processes and Plugin Processes to change the Status and/or Status Reason of records for an entity where Status Transitions is enabled. In this blog I will briefly describe t

      Read the full article here
    • Microsoft Dynamics CRM 2013 Status Reason Transitions – Part 2

      Colin Maitland, 17 June 2014

      In my previous blog I described the new Status Reason Transitions functionality introduced with Microsoft Dynamics CRM 2013 SP1 and Microsoft Dynamics CRM Online Spring ’14. In this blog I will demonstrate the behaviour and errors that are displayed when attempting to change the Status a

      Read the full article here
    • Real-Time Workflow Processes and Microsoft Dynamics CRM for Outlook Offline Mode

      Colin Maitland, 17 June 2014

      In this blog I will discuss when Real-Time Workflow Processes are executed when using Microsoft Dynamics CRM for Outlook in Offline Mode. In Microsoft Dynamics CRM, Workflow Processes are not executed when using Microsoft Dynamics CRM for Outlook Client in Offline Mode. However, with the release of

      Read the full article here
    • Microsoft Dynamics CRM 2013 SP1 / Online Spring ’14 – Status Reason Transitions

      Colin Maitland, 08 June 2014

      With the release of Microsoft Dynamics CRM 2013 SP1 and Microsoft Dynamics CRM Online Spring ’14 a range of new features have been provided. One of these is Status Reason Transitions. Status Reason Transitions allow the Status Reasons for an Entity to be configured so that Users are permitted

      Read the full article here
    • Planning for Microsoft Dynamics CRM 2013 and Microsoft SharePoint 2013/2010 Document Management Integration – Part 3

      Colin Maitland, 29 April 2014

      In this series of blogs I have been reviewing some areas to be considered when planning for a Document Management integration between Microsoft Dynamics CRM 2013 and Microsoft SharePoint Server 2010 or Microsoft SharePoint Server 2013. In this blog I will discuss the options for configuring Documen

      Read the full article here
    • Planning for Microsoft Dynamics CRM 2013 and Microsoft SharePoint 2013/2010 Document Management Integration – Part 2

      Colin Maitland, 27 April 2014

      In my previous blog I briefly described some of the areas to be considered when planning for a Document Management integration between Microsoft Dynamics CRM 2013 and Microsoft SharePoint Server 2010 or Microsoft SharePoint Server 2013. In this blog I will describe configuration options for the auto

      Read the full article here