The C2 Blog

Dynamics CRM provides a security model that protects data and user privacy, whilst supporting efficient data access and collaboration. The goals of Dynamics CRM’s security model is to provide users with the access level that is required to do their jobs. In this blog we explore the security model in more detail.

Visual Hierarchies in Microsoft Dynamics CRM 2016 are available out of the box, enabling users to visualise the structure of Accounts, Cases, Contacts, Opportunities, Products, Teams, and User entities. This feature can also be enabled with any other system or custom entity within Dynamics CRM.

In this blog we will be exploring another tool featured in the XRMToolBox. One of the time consuming aspects of customising Dynamics CRM is creating and maintaining consistent views for entities. The view replicator feature of XRMToolbox helps make this a much quicker and consistent process.

Analysis undertaken by Accenture and Microsoft in a “2016 Upstream Oil and Gas Digital Survey” presented some interesting findings, but while showing insight, are the results really that surprising? Like the rest of the World the UK is subject to global Oil & Gas supply and demand, and no one Nation or Government has a magic wand that will overnight correct the current downturn.

In one of our previous blogs “Updating Icons in Dynamics CRM”, we discussed updating icons in Dynamics CRM using the built in “Settings” option. Whilst this works well, there are however 3rd party tools available which simplify the process, such as XRMToolBox. In this blog we look at this option in detail.

In Microsoft Dynamics CRM, the relationships between certain out of the box entities are not shown and as a result you are not able to create or adjust the field mappings between these entities. This blog looks at how to access and adjust these hidden mappings.

Sure Step is a structured methodology from Microsoft which has evolved through real life experience from partners such as C2. It is an established methodology for implementing Dynamics CRM and it aims to reduce deployment time, cost, risk, and to accelerate client return on investment.

Microsoft Pulse enables, live voting, real-time feedback, and deep insights into opinion and sentiment. Pulse allows viewers to participate in conversation through the Pulse website, or alternatively by interacting directly with your website or app.

C2 were recently privileged to be granted a guided tour of the Microsoft Mega Data Centre in Dublin Ireland. This Data Centre is one of 100+ Worldwide, and each have a footprint in the region on 10 football pitches. We look at why the Microsoft data centres are another reason to think cloud first.

Frustrated with trying to set the correct formats in Dynamics CRM? This blog looks at the System Settings and how this relates to user options.

Microsoft aims to help companies take a more proactive approach to field service management, which is why Microsoft recently acquired the field-service software provider – FieldOne. In this critical area, FieldOne really stands out for providing customer service management and scheduling tools.

The full functionality of Microsoft Dynamics CRM can be accessed via the Outlook client. In this blog we look at the integration capabilities in detail.