Koen's CRM Blog

Koen's CRM Blog

Bringing craftsmanship to the CRM trade

Retiring MB5-705: Managing Microsoft Dynamics Implementations

Blog-free summer has passed and new Dynamics CRM certifications have been obtained. But as I was researching which Dynamics CRM exams were retiring (as to not take an exam on a certification that will retire in 3 months), I noticed that the only “SureStep” exam is scheduled to retire at the …

Integration with Oracle and Salesforce? Yes Please! Resco’s Mobile CRM Summer Update

This has little to do with Dynamics CRM itself, but it is remarkable for every CRM consultant that Resco Mobile CRM is now also available for Dynamics CRM’s competitors, Oracle (Sales Cloud, part of Oracle CX solutions) and Salesforce. As a consequence all CRM parties will be battling with the …

The new website is up and running!

bloghasmoved

In an effort to further offer great blog posts full of information on Dynamics CRM and the CRM eco system, the blog has moved to a new adress: http://crmgiant.eu ! I hope this allows for further growth of the blog.

There should not be any downtime anymore as most of the data has been transitioned and visitors will be redirected to the new website. But I still need to tweak the layout and the structure of the website.

As this is new territory for me, any tips and tricks for WordPress are greatly appreciated.

 

 

A no-code approach to Business Unit Based Forms in Dynamics CRM

A while ago I was looking to switch the lay out of the account and contact form, without having to depend heavily on business rules, based on which user was opening the form. In my case a customer was using one CRM organization for multiple offices in different countries (Belgium, Spain, …