What are task flows and how do they compare to other tools in Dynamics CRM?

What is a task flow? Task flows are a new way of interacting with Microsoft Dynamics CRM, allowing users to focus completely on the work at hand. With this new type of business process flow, you can easily create guided interactions for your CRM users, giving them experiences with just the information they need so…

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Creating and customizing task flows

In this post, I’ll show you how to create new task flows to enable your users to quickly accomplish key mobile business tasks. Enabling task flows A quick disclaimer before we begin: task flows have been released as a preview feature for Dynamics CRM Online 2016 Update only. For more information about preview features, see What…

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The new light-weight CRM App for Outlook

What is it? With no installation, no configuration, and no additional log-in steps, you can now quickly track your important customer emails directly within Outlook, whether on your PC or Mac running the desktop version of Outlook, or on the go through Outlook Web Access on your laptop or phone (Windows, Android, or iOS). You…

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Just released: Documentation for the Microsoft Dynamics CRM 2016 Products Wave

There are many exciting new features available in CRM 2016! Here’s where to find all the documentation for admins, developers, and end-users for Microsoft Dynamics CRM Online 2016 Update or Microsoft Dynamics CRM 2016 (on-premises).   New feature lists and update prep If you’re wondering,“What’s new?”, “How does this impact us?”, and “What should I know before…

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Auto publish and expire knowledge articles

We’re really excited about the new Knowledge Management capabilities  we shipped as part of Microsoft Dynamics CRM 2016. One of the common scenarios for Knowledge Managers is to schedule knowledge articles to be published and removed from public access at a specific time. Let’s say you’re the Knowledge Manager for our infamous Contoso wearables company. Your…

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Knowledge article lifecycle: An introduction

The introduction of the Knowledge Article entity in Microsoft Dynamics CRM 2016 comes with many new and exciting features designed to bring strong knowledge management capabilities into Dynamics CRM. I am excited to explain a little bit more about the lifecycle, which is a key concept in the new Knowledge Article entity. I will cover…

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New documentation resources for Dynamics Marketing 2016 Update

SMS marketing is here! The big news for this release is the introduction of mobile (SMS) marketing, which enables you to deliver instant text messages directly to marketing contacts on the move, regardless of whether they carry a smart phone or a traditional mobile phone. SMS marketing is new to Dynamics Marketing and might also…

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Debugging custom JavaScript code in CRM using browser developer tools

You can use JavaScript in Microsoft Dynamics CRM to perform actions in form scripts, command bar (ribbon) commands, and web resources. More information: Use JavaScript with Microsoft Dynamics CRM Each browser provides you with a debugging tool to help you debug your custom JavaScript code natively in the browser. Typically, you activate debugging in your…

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Building xRM solutions: a three-part video series

We’re pleased to announce a three-part video series for building xRM solutions.  In this series, you’ll get an end-to-end walk through of the key extensibility capabilities (xRM) of Microsoft Dynamics CRM that allow you to build line of business (LOB) applications. Building xRM Solutions I: Introduction Dynamics CRM’s capabilities can be leveraged to build line…

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