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Going beyond good enough in the cloud | SaaS Customer Service

Many SaaS customer service executives see 10-percent customer churn as a standard cost of doing business, while best of breed cloud providers continue to push for annual customer retention rates that...

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Using the Scribe Web Services Adapter

Recently, a number of my projects have required that Scribe Insight connects to a home-grown web service in order to write or retrieve data. While there is some information out there on how to use...

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Advice from a CFO: balance short-term accountability while driving long-term...

A major challenge for enterprise CFOs today is that they must become “architects of business value.” For finance departments, this is often about enabling quicker decision making, productivity...(read...

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Project forecasts for items and hours in AX 2012

Projects in Dynamics AX have come a long way – especially in the assignment of workers to projects. That’s not the topic of this post, but if you’re interested checkout the Technet Identify...(read more)

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Cannot create an instance of an Automation Server with CLSID = {GUID}

If you get that kind of error, in most cases that means the automation, which should be registered with that given GUID in your system is missing or misconfigured. In both cases the system does not...

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MB2-714 (Microsoft Dynamics CRM 2016 Customer Service): FieldOne

In this post I will look at what I think you should need to know about FieldOne in preparation for the MB2-7014 exam (Microsoft Dynamics CRM 2016 Customer Service.) FieldOne is a powerful and...

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Error with Main account lookup: FormDataObject object does not have method...

Hi Folks, Recently I faced one issue with Main account lookup on a new table. While selecting value from lookup I am getting several different errors, (see snaps below). Error message:Error executing...

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Announcing new LCS feature – Latest Kernels

Installing the latest AX kernel version has the advantage of improving the quality and stability of the product because the kernel bundles all fixes checked in up to the release date.Until recently,...

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Debugging custom workflow assemblies

Plugin Registration tool can be used to debug not just plugin assemblies, but also custom workflow assemblies. I am not sure how well known this feature is, as I could not find any documentation...

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Welcome Tour Screen – Please go away!

As lovely as she may look, we don’t need to see her face every time we load up CRM. Even when you tick the ‘Don’t show me this again’ tick box it still appears when you start a...(read more)

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Impersonation available using WEB API in Dynamics CRM 2016

Introduction: Microsoft Dynamics CRM online 2016 update and Dynamics CRM 2016 (on-premises) has introduced a new concept called the Web API . This can be used across a wide variety of programming...

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Our commitment to customer experience when implementing Microsoft Dynamics CRM

Customer service satisfaction has long been an area of interest & passion of mine. I was fortunate enough to coach on customer service delivery in a corporate environment & have therefore seen...

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Annoying error when configuring the Commerce Data Exchange service

Sometimes it is easy peasy … and sometimes it is not. This one leans towards the not and does it in an annoying way. I was running the PowerShell script for configuring the Commerce Data...

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The Most Overlooked Cost Item In ERP System Selection

During ERP system selection, the various costs and possible benefits are analyzed in considerable detail and then assessed for each vendor. Oddly enough, one important factor is often completely...

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The Most Overlooked Cost Item In ERP System Selection

During ERP system selection, the various costs and possible benefits are analyzed in considerable detail and then assessed for each vendor. Oddly enough, one important factor is often completely missed...

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The Most Overlooked Cost Item In ERP System Selection

During ERP system selection, the various costs and possible benefits are analyzed in considerable detail and then assessed for each vendor. Oddly enough, one important factor is often completely...

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Brands Reveal Big Gains from Incremental Improvements in Customer Service

Does adding service channels, leveraging customer feedback and analytics, empowering agents with easier access to knowledge and creating a more customer-centric culture really make that big of a...

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Friday Flash Tip: Hide or Show Sub Grids in CRM 2016 and Pick Selected Rows...

Microsoft Dynamics CRM 2016 On-premises provides several new capabilities and methods to working with sub grids. Here are two quick tips for using those capabilities! 1. If you want to hide or show a...

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Testing using Jasmine.js

Testing is a very important activity in the software development. This type of development particularly became important when the value of the software has begun to grow. As the customers’...

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Road Tripping with Microsoft - From Technical Conference to Industry Summit

Are you joining Data Masons next week at the 2016 Microsoft US Industry Summit? We're coming straight from the Microsoft Dynamics Technical Conference in Seattle and are excited to keep the...

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