About this site

Surviving_CRM_2015_300pxThis is my collection of links related to the Microsoft Dynamics CRM application. You can browse through the links by using the categories menu. The latest link additions can be found from below.

Although it is hosted on WordPress.com, this site is not an actual blog. You can find my thoughts on Dynamics CRM from a blog hosted elsewhere, called Surviving CRM.

Posted in Uncategorized

Workflow Elements

https://kaskela.wordpress.com/

Custom workflow activities for performing the following tasks in workflow process steps:

  • Query for a table (and produce the output for an email message, for example)
  • Query for a single value
  • Query for a list
  • Format date and time
  • Get date parts
  • Add/subtract date and time
  • Retrieve workflow metadata

Workflow_Elements

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Posted in Tools

MS CRM Expand/Collapse all Tabs using Ribbon Button

https://toggletabstate.codeplex.com/

Toggle the CRM entity form tab state from a Command Bar button.

CRM_form_tab_Expand_All

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Posted in Usability

Plug-in Configuration Manager Utility

https://pluginconfigmgrutil.codeplex.com/

Manage the Plug-in Step secure/unsecure configuration for multiple steps in bulk. Read more details about the performance impact.

Plugin_Configuration_Manager

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Posted in Tools

PandaDoc for Microsoft Dynamics CRM

https://www.pandadoc.com/integration-ms-dynamics/

Design, generate and distribute documents with dynamic contents from CRM, associate documents with CRM records, track opens and views, enable electronic signature and approval workflow via the PandaDoc cloud service.

Pandadoc_CRM

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Posted in Data

Dynamics CRM Binary Storage Options

https://dynamicscrmbinarystorageoptions.codeplex.com/

“This plugin allows you to move those binaries from the CRM database to an external provider, with both Azure Blob storage and Azure File storage providers included. Once installed and configured, the process is transparent to users and the organizationservice.”

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Posted in Tools

Opportunity scoring – Machine learning model on Dynamics CRM sales pipeline

https://opportunity.codeplex.com/

“Opportunity Scoring for Dynamics CRM is a template architecture and predictive service addition to Dynamics that computes a probability of success for each sales opportunity in the sales pipeline.”

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Posted in Data

Personal Views Manager Utility

https://personalviewsmanagerutil.codeplex.com/

Re-assign or delete the saved views of other users by using this utility that allows system administrators to impersonate the personal view owner in CRM 2016.

Personal_Views_Manager

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Posted in Tools
What’s this blog about?
Links to Microsoft Dynamics CRM resources, selected by Jukka Niiranen.
Jukka Niiranen

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CRM 2013 QuickStart book
Want to learn Microsoft Dynamics CRM 2013? Start with this book that I've contributed to:
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