Category Archives: Consultancy

Microsoft Typescript

In the last few years Javascript has largely taken over the world, ever since we first laid eyes on Google Suggest and Outlook Web Access to see what could be possible using Javascript (and later AJAX) to make Web Applications … Continue reading

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Posted in Consultancy, Development, JavaScript, Technical | Tagged , , | Leave a comment

The Customer in CRM – Going Social?

In between the technical concerns of deploying a CRM System such as Dynamics CRM there is always the wider more important strategy of how a company incorporates a CRM Solution (of which the system is but a part of) into … Continue reading

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Posted in Consultancy, Project Management, Social CRM | Tagged , , , | 2 Comments

Tips for improving the User Experience in Dynamics CRM

Dynamics CRM provides a powerful set of features to tailor a solution’s appearance for a particular client or business model, however as these features do not correspond to functionality these can be overlooked. As the focus of a project can … Continue reading

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Posted in Consultancy, Customisation, MSCRM | Tagged , | Leave a comment

Filtered Lookups in CRM 2011

Often when working with CRM Projects we can see requirements where we require a selection of other CRM records filtered to only records that are associated with an earlier user selection.  A common example would be selecting a key contact … Continue reading

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Posted in Consultancy, CRM 2011, JavaScript | Tagged , , , | 20 Comments

Solutions in CRM 2011

One of the common problems using previous versions of Dynamics CRM was managing the various customisations throughout a project, particularly when thinking of developing reusable sets of customisations that could be deployed to multiple CRM Solutions. The only method we … Continue reading

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Posted in Consultancy, CRM 2011, Customisation | Tagged , | 3 Comments

FAP and what makes a ‘good document’

For a long time before any software is purchased or code written a software or change management project only exists as a series of documents which lay out what the project is hoping to achieve – as such for CRM … Continue reading

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Posted in Analysis/Design Documents, Consultancy, Documentation | Tagged | 2 Comments

Approaches for Managing Addresses using MSCRM

Have been working with a few clients recently where the topic of managing Addresses has cropped up – particularly when a Client is working with larger Organisations and engaging across a number of Offices which can make managing the various … Continue reading

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Posted in Consultancy, MSCRM, Technical | 3 Comments