We ran across a bug (well, our clients did) a few months ago that gave us fits until last week. The solution was so simple, yet non-obvious that I wanted to write about it in the hopes no one else has to spend time working on it. Dates Are Handled Differently in Custom Activities and … Read more
Considering how to approach CRM for your business? You’ve likely found two options. The first is server-based: your company’s CRM data is stored on your own server on your own property. The second is based in the cloud through Microsoft Online. Often part of a Microsoft package, your CRM data exists online, accessible from anywhere. … Read more
The following is the devil. You heard it here first. Listen, I’m a lazy programmer. I accept this about myself. I get that it’s really easy to instantiate a new ColumnSet and pass in true so you get all the columns when you query CRM. You don’t have to worry about a lot of typing … Read more
We’ve been thinking about this a lot at Tricension for the last several months because we’re in growth mode. But it’s always a conversation topic, because we’re always looking to hire the best people. Fortunately, we have several excellent search partners who are starting to identify strong candidates and our selection process has been consistently identifying … Read more
Most of the architects, CIOs and CTOs I have run across tend to have a natural curiosity for technological trends. Kind of an obvious statement given their roles, but what I’ve also found is that these same individuals are some of the biggest skeptics you’ll find. I would include myself in that mix. Why? Because we’ve been burned, over … Read more
We are seeing a trend in the region of mid-market companies losing their competitive advantage due to outdated or lackluster business technology. We see a number of causes, but most commonly we are finding companies holding onto a “keep the lights on” strategy as they did during the downturn in the economy or IT not … Read more
Scott was recently asked, “What software would you recommend for mapping/mocking up/wire framing a workflow before you build it?” Here are his recommendations and insights: Although working in Nintex to build a workflow is a completely valid method, as an Enterprise Architect I have found that it can limit your thinking to what the workflow tool can … Read more
Is Microsoft Dynamics CRM 2013 ready for fulltime, production use? That’s the question we’re going to tackle over a series of three blog posts. At some level, the answer is obviously “Yes” because we are signing up new clients on it every day. With that said, as Microsoft CRM consultants, we run into issues with … Read more
Where does one start when thinking about leveraging technology to improve business process, customer experience, or to gain a competitive advantage? Most business executives tend to start with the tool, the thing they have read and heard about: the CRM system, the ERP system, HRIS system etc. They start with the thing they know least … Read more
One of the things Microsoft tends to do well is design software that works well together. This is apparent in product suites like Office where you can be modifying Excel spreadsheets in a Word doc without realizing it, using Word to edit your Outlook email, and passing data to and from OneNote the entire time. … Read more
