Skip to main content

Don't Keep Your Workarounds When Upgrading to Dynamics CRM 2013

Dynamics CRM 2013 was a much more significant upgrade than the jump from Dynamics CRM 4.0 to Dynamics CRM 2011.  It makes the user interface much more contemporary -- so much so that it is jarring to longtime Dynamics CRM users. 

Once you are over the shock, though, you realize that Dynamics CRM 2013 helps you improve the user experience, and eliminates complaints about the "clickiness" of Dynamics CRM.

Another benefit is that Dynamics CRM 2013 includes features in its user interface that required coding in earlier versions of the product.  Want multiple versions of forms? mobile forms? conditional fields?  All these are in there without the coding required in say Dynamics CRM 4.0.

So when you upgrade to Dynamics CRM 2013, analyze before you convert your code -- you may not need it anymore.  If you end up making your 2013 version look and behave the same as it did in 4.0 or 2011, you're doing something wrong and not taking advantage of the features of the latest version.

Popular posts from this blog

The DATA Act Driving Grant Management Automation

The Digital Accountability and Transparency Act enacted in May 2014 calls for making spending data available in open, standardized formats to be published online.  It is a continuation of transparency initiatives and lessons learned with experiences such as grants.gov, the 2009 economic stimulus under the Recovery Act and the spending site USASpending.gov.

Government grantees will have significant new administrative responsibilities.  Many organizations that were tracking grants in spreadsheets or documents will have to adopt more sophisticated automated grant management systems such as Microsoft Grants Manager to keep up with reporting rules.

For profit companies will lose some privacy as a result of this law.  Grant recipients will be required to disclose information including officer salaries.

Continued improvements to publishing grant opportunities such as grants.gov may make it easier to find grants. These reforms together are designed to improve the effectiveness of grant prog…

Microsoft Dynamics 365 for Community Business Development

Local governments agencies such as the Office of the Deputy Mayor for Planning and Economic Development in my hometown of Washington, DC, - work on behalf of residents to improve living conditions, create economic opportunities and jobs by attracting businesses and helping businesses thrive. A customer relationship management system is key to work in community business development.  If you are a Microsoft customer, which apps in Dynamics 365 should you use for business development?
Core functions - All the Dynamics 365 modules track accounts (companies) and contacts (individuals) as well as activities such as phone calls, emails, letters, and meetings. Sales - Dynamics 365 for Sales provides the ability to track opportunities to attract startup businesses or businesses that are relocating from another area. Sales includes functions for qualify opportunities and working through all the steps in your workflow through a successful win.  You can ascribe dollars to opportunities as well as…

Key Concepts for Microsoft Dynamics 365: Entities and Attributes

To understand Microsoft Dynamics 365 (formerly Dynamics CRM and Dynamics 365 Customer Engagement), you need to learn some new terms and concepts that may be a bit different from what you know from databases and solutions that are hosted on premises. This is the second post in a series, and covers entities and attributes.

Entities are the most fundamental part of Dynamics 365 in terms of storing your business data.  They are similar in concept to database tables, and the relate to one another like tables in a relational database. For instance, Dynamics 365 has an entity called Contacts that stores data such as name, address, and email address of people that you track.   Accounts is a related entity that describes the organizations to which Contacts may belong.

Although they are similar to database tables, Dynamics entities allow you to do some customizations that are not possible in a standard database table.  Field labels, for instance, are part of an entity, and they may differ from …