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XRM Architect | Architecting the future, one client at a time

Architecting the future, one client at a time

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XRM Architect | Architecting the future, one client at a time | xrmarchitect.com Reviews
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XRM Architect | Architecting the future, one client at a time | xrmarchitect.com Reviews

https://xrmarchitect.com

Architecting the future, one client at a time

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1

November | 2014 | XRM Architect

http://xrmarchitect.com/2014/11

Architecting the future, one client at a time. Monthly Archives: November 2014. Tracking Certification Activities using a Rules Engine. November 12, 2014. In our last project for a medical certifying board, one of the challenges was to design a replacement for the legacy code that tracked the activities candidates were required to successfully perform to become certified. Certification related activities included many … Continue reading →. Create a free website or blog at WordPress.com.

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October | 2014 | XRM Architect

http://xrmarchitect.com/2014/10

Architecting the future, one client at a time. Monthly Archives: October 2014. Lessons learned: Legacy Software Replacement using Dynamics CRM. October 30, 2014. Background: For the last four or so years, I have been involved in a legacy (existing) systems replacement project for a certifying board. The legacy software managed a database of information collected about constituent training, examinations, certification, re-certification and licensure. … Continue reading →. Blog at WordPress.com.

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Certification | XRM Architect

http://xrmarchitect.com/category/certification

Architecting the future, one client at a time. Tracking Certification Activities using a Rules Engine. November 12, 2014. In our last project for a medical certifying board, one of the challenges was to design a replacement for the legacy code that tracked the activities candidates were required to successfully perform to become certified. Certification related activities included many … Continue reading →. Blog at WordPress.com. Blog at WordPress.com.

4

About | XRM Architect

http://xrmarchitect.com/about

Architecting the future, one client at a time. Steve is a veteran IT consultant with more than 35 years of experience in applications design, implementation & support. Steve has been involved in the design, usability analysis, implementation, and training for CRM and finance systems since the mid 80s. With multiple MS Dynamics CRM, SQL and trainer certifications, Steve focuses on Dynamics CRM design for usability, user adoption, and training. Leave a Reply Cancel reply. Enter your comment here.

5

Tracking Certification Activities using a Rules Engine | XRM Architect

http://xrmarchitect.com/2014/11/12/tracking-certification-activities-using-a-rules-engine

Architecting the future, one client at a time. Lessons learned: Legacy Software Replacement using Dynamics CRM. Entity and Field Design for charts in Microsoft Dynamics 2015 →. Tracking Certification Activities using a Rules Engine. November 12, 2014. This was accomplished using Dynamics CRM C# plug-ins that are designed to fire on specific status of Certification activity records and apply the rules to the new activity and update the certification status. This is much easier to write about than to a...

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Tracking Certification Activities using a Rules Engine | Dynamics CRM Usability Blog

https://mscrmmaster.com/2014/11/12/tracking-certification-activities-using-a-rules-engine

Dynamics CRM Usability Blog. Improving Your Microsoft Dynamics CRM Experience. Lessons learned: Legacy Software Replacement using Dynamics CRM. Registration is now open for Microsoft Convergence 2015 →. Tracking Certification Activities using a Rules Engine. November 12, 2014. This was accomplished using Dynamics CRM C# plug-ins that are designed to fire on specific status of Certification activity records and apply the rules to the new activity and update the certification status. This is much easie...

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Extending | Dynamics CRM Usability Blog

https://mscrmmaster.com/category/extending

Dynamics CRM Usability Blog. Improving Your Microsoft Dynamics CRM Experience. Tracking Certification Activities using a Rules Engine. November 12, 2014. In our last project for a medical certifying board, one of the challenges was to design a replacement for the legacy code that tracked the activities candidates were required to successfully perform to become certified. Certification related activities included many … Continue reading →. February CRM Boot Camp Registration is closing. January 29, 2013.

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Certify | Dynamics CRM Usability Blog

https://mscrmmaster.com/tag/certify

Dynamics CRM Usability Blog. Improving Your Microsoft Dynamics CRM Experience. Sharpening the Saw (Certification 2015 style). March 26, 2015. OK, I had a gig that lasted 4 1/2 years with a great team. I got caught up in designing with Microsoft Dynamics CRM 2011 due to project constraints until this year. Learned a lot, worked with truly great people, … Continue reading →. Anne Stanton – TIDBITS on Microsoft Dynamics CRM. Ben Riga's Deep Shift. Jim Glass – A CRM Riff. Matt Wittemann – ICU MSCRM.

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CBT | Dynamics CRM Usability Blog

https://mscrmmaster.com/tag/cbt

Dynamics CRM Usability Blog. Improving Your Microsoft Dynamics CRM Experience. Dynamics CRM Customization Course available on YouTube. May 12, 2015. In the process of updating my Dynamics CRM customization course, I reviewed all this video and realized (most of) it was still relevant to CRM 2015. In general, most everything you knew about CRM 2011 works just the same in … Continue reading →. CRM 2011 Administration and Installation Video Courses. July 31, 2012. November 11, 2011. Blog at WordPress.com.

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Sharpening the Saw (Certification 2015 style) | Dynamics CRM Usability Blog

https://mscrmmaster.com/2015/03/26/sharpening-the-saw-certification-2015-style

Dynamics CRM Usability Blog. Improving Your Microsoft Dynamics CRM Experience. Registration is now open for Microsoft Convergence 2015. Why it’s good to upgrade to Dynamics CRM 2013/2015 despite the interface changes →. Sharpening the Saw (Certification 2015 style). March 26, 2015. For those of you who follow my blog, I apologize if my lack of certifying for Microsoft Dynamics CRM 2013 left you in the lurch for a review of the exams and courseware. MB2-704 Microsoft Dynamics CRM Application (2015). To pr...

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CRM 2011 | Dynamics CRM Usability Blog

https://mscrmmaster.com/category/crm/crm-2011

Dynamics CRM Usability Blog. Improving Your Microsoft Dynamics CRM Experience. Category Archives: CRM 2011. Dynamics CRM 2015 Customization Training on YouTube. August 25, 2015. I just finished updating my Dynamics CRM 2015 Customization training class. TO test it out, I have recorded it and uploaded it to YouTube in a play list here on the BIZITPRO YouTube channel. I broke it down into the … Continue reading →. Dynamics CRM Customization Course available on YouTube. May 12, 2015. November 12, 2014.

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Lessons learned: Legacy Software Replacement using Dynamics CRM | Dynamics CRM Usability Blog

https://mscrmmaster.com/2014/10/30/lessons-learned-legacy-software-replacement-using-dynamics-crm

Dynamics CRM Usability Blog. Improving Your Microsoft Dynamics CRM Experience. Career Changes – Long time between posts. Tracking Certification Activities using a Rules Engine →. Lessons learned: Legacy Software Replacement using Dynamics CRM. October 30, 2014. Some of the Lessons learned include:. 1 It’s all about the data! Redesign of the database should consider not only good database normalization (design to minimize data duplication), how the development tools (Dynamics CRM) consume data (in CRM for...

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Rules Engine | Dynamics CRM Usability Blog

https://mscrmmaster.com/tag/rules-engine

Dynamics CRM Usability Blog. Improving Your Microsoft Dynamics CRM Experience. Tag Archives: Rules Engine. Tracking Certification Activities using a Rules Engine. November 12, 2014. In our last project for a medical certifying board, one of the challenges was to design a replacement for the legacy code that tracked the activities candidates were required to successfully perform to become certified. Certification related activities included many … Continue reading →. Ben Riga's Deep Shift.

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Configure | Dynamics CRM Usability Blog

https://mscrmmaster.com/category/configure

Dynamics CRM Usability Blog. Improving Your Microsoft Dynamics CRM Experience. Dynamics CRM 2015 Customization Training on YouTube. August 25, 2015. I just finished updating my Dynamics CRM 2015 Customization training class. TO test it out, I have recorded it and uploaded it to YouTube in a play list here on the BIZITPRO YouTube channel. I broke it down into the … Continue reading →. Dynamics CRM App for Tablet issue on instances upgraded from CRM 2011. August 20, 2015. May 12, 2015. March 26, 2015.

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Dynamics CRM 2015 / 2013 New Feature Summary | Dynamics CRM Usability Blog

https://mscrmmaster.com/2015/05/19/dynamics-crm-2015-2013-new-feature-summary

Dynamics CRM Usability Blog. Improving Your Microsoft Dynamics CRM Experience. Dynamics CRM Customization Course available on YouTube. Dynamics CRM App for Tablet issue on instances upgraded from CRM 2011 →. Dynamics CRM 2015 / 2013 New Feature Summary. May 19, 2015. Dynamics CRM 2015 New Features. Enhanced Mobile Sales Offline and Dashboard. Outlook and Sync Enhancements. Enhanced Business Rules.-. If – Then. Server Side – Plugin replacement. Security Enhancements – hierarchy security model. Https:/ www...

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XRM Architect | Architecting the future, one client at a time

Architecting the future, one client at a time. Entity and Field Design for charts in Microsoft Dynamics 2015. May 6, 2015. CRM entity or table design has evolved substantially overt the last few years, so I wanted to take a moment to illustrate how the CRM 2013/2015 releases have impacted how I design entities in Dynamics CRM 2015. When I am designing a CRM relational database using entities and fields I focus heavily on ‘ normalization’. If you are not familiar with database normalization. To build the ...

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