Excel Project Plan – Ryan Maclean
Nov02

Excel Project Plan – Ryan Maclean

This isn’t strictly a CRM/D365 post, but I think it could provide some assistance for planning CRM related projects, so I thought I’d share. Any good CRM project, whether that be a new deployment or a small change, requires planning to ensure it is effective; the 5 P’s cliché “Proper Preparation Prevents Poor Performance” exists for a reason.  I am aware that plenty of people use… Continue Reading ryannipper’s Article on...

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Setting a Lookup from a Workflow – Ryan Maclean
Oct29

Setting a Lookup from a Workflow – Ryan Maclean

One of the limitations of the workflow engine that I have found frustrating for a long time is the inability to dynamically set lookup fields based on the output of a FetchXML query, however I no longer have to worry as Alex Shlega has provided the answer to my problems with his TCS Tools Solution I’ve used this tool for a few solutions in my environment and, after discussion with my good… Continue Reading ryannipper’s...

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CRM Development – As easy as making a cup of tea? – Ryan Maclean
Jul12

CRM Development – As easy as making a cup of tea? – Ryan Maclean

Last weekend I attended the Dynamics 365 Saturday Summer Bootcamp in London; this was a great event full of opportunities to network, engage and learn, and I am very grateful to the organisers for putting on the event.  Whilst at the event I was speaking to someone who told me that he was currently working as a business analyst but was considering training to become a CRM Functional… Continue Reading ryannipper’s Article...

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Designing CRM Forms for User Experience – Ryan Maclean
Jul06
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Update an Account in CRM with the latest Stock Price using North52 – Ryan Maclean
Jun19
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Long Date Formatting for Date fields – A Different Way – Ryan Maclean
Jun14
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CRM Power Pane – Review – Ryan Maclean
May24
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Add Team Members to another Team – Ryan Maclean
May21
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Customisation Tips – Entities – Ryan Maclean
May18
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Customisation Tips – Solution Management – Ryan Maclean
May17
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Advanced Multiselect for Dynamics – Review – Ryan Maclean
May14
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Clone a Record with a Notification Message – Ryan Maclean
May11
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Multi Select Checkboxes – Ryan Maclean
May03
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Adding a missing column to an Excel Template – Ryan Maclean
Jun28
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