Microsoft Dynamics CRM
CLEAR Annual Educational Conference Peopleworks

Having just returned from CLEAR’s 2015 Annual Educational Conference at the Boston Park Plaza Hotel, I thought this would be a great opportunity to share my findings from the event. It was my first year attending CLEAR’s Annual Educational Conference,

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Women Testing Application Performance

Applications are the heart and soul of every business. They’re often the first level of contact your customers have with you. You could call them the front man for your business. When a user first interacts with you, in most

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Why Multi-tenant architecture

While in the early stages of a large Microsoft Dynamics CRM deployment for a nationwide non-profit organization, our team of Dynamics CRM consultants were asked to clarify deployment options to help the organization make more informed decisions. One of their

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Microsoft Dynamics CRM 2015 Sale Collaboration Panel

The Sales Collaboration Panel is the next feature of Dynamics CRM 2015 I’ll discuss in my series. Imagine a world where your marketing team was able to tailor every engagement with a lead or client by gaining input from the

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February 6, 2015

How to Create Product Families in Dynamics CRM 2015

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How to create product families

Microsoft has introduced a new product structure with its release of Dynamics CRM 2015. The introduction of Product families is the first feature I will discuss in my Dynamics CRM 2015 series. This feature promises to improve selling effectiveness and

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Still contemplating the upgrade to Dynamics CRM 2015? There has been a slew of new features and updates released with this latest version of Microsoft Dynamics CRM 2015. The growing buzz around the new capabilities have diluted the true business

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Dynamics CRM 2015 Guidebook

Nicolae Tarla, Senior Consultant at Navantis and one of five Canadian Dynamics CRM MVPs, announces the release of his second CRM guide book, Microsoft Dynamics CRM Customization Essentials. Released by Packt Publishing, the book provides new and seasoned users who

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Power Lines

Is Conservation Demand Management (CDM) worth the effort? Is it possible you are missing an opportunity to save, and conserve – and letting your customers do the same?  Do you maximize best-in-class communications planning to optimize the benefits of building

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Microsoft Most Valuable Professional

We are thrilled to announce that Nicolae Tarla has been awarded the Microsoft Most Valuable Professional (MVP) status for Dynamics CRM! The award recognizes Nicolae’s exceptional knowledge of Dynamics and his contributions to the technical community. Among a community of

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August 29, 2014

The New Anti-Spam Law May Be Just What We Needed

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CRM for CASL

With the turning of the calendar to July 2014, much as been written about the implementation of the Canadian Anti-Spam Law (CASL). Organizations’ reactions range from fear over financial penalties and jail time to utter confusion regarding compliance to outright

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Microsoft CRM partner

Navantis is thrilled to announce that our team has won the 2014 Microsoft Canada Innovation in Dynamics CRM IMPACT Award. At the Microsoft World Partner Conference (WPC) in Washington D.C. on July 13, 2014 Navantis was recognized for our team’s

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Think the new Anti-Spam Legislation set to go into effect on July 1, 2014 is about email? Think again. Labelled harsh, penetrating and with powers to fine up to $10 million, the legislation covers much more than spam emails. Preparation

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The Canadian Anti-Spam Legislation (CASL) has gained an increasing amount of attention over the last few weeks. Although the legislation has been in the works since late last year it is only now that businesses have begun to understand the

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February 26, 2014

Filtering partylist entities in CRM 2013

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Like everybody else out there after upgrading to CRM 2013 some customizations stopped working. Customizations, let’s not use the strong term “non-supported”, which may panic some people, but let’s refer to them as a grey area. Customizations like pre-filtering the

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Mobile Solutions

You have heard the saying ‘we’re only human’?  It’s a phrase we use to remind ourselves that we are prone to making mistakes.  In your business, your team members do not intentionally enter incorrect data or lose information but it

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Like most of us on every project we bump into some of the CRM restrictions and we need to somehow display some records and the only way it seems to be a SSRS report. One way I found it can

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June 7, 2013

CRM Demos: A Customer’s Primer

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On the occasion of my colleague and good friend, Mark AuCoin, being named Microsoft’s Global Pre-Sales Specialist of the Year, I thought I would share some thoughts on the CRM Demonstration process. As a potential CRM customer, I’ll describe what

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At Navantis, we have completed many CRM implementation projects and I believe the ‘missing link’ in most plans is the amount of time allocated to Change Management. Training alone does not ensure the successful adoption of your new CRM environment.

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Today, I won’t be going into a detailed explanation of how to dynamically change the fetchXML for a sub-grid. Instead, I’m going to show you a small detail that will fix your view. So let’s begin… We have the following

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January 16, 2013

Taking CRM Out of the Box

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I was reviewing some of the available CRM content off various websites and I was amazed to see that, for the most part, IT professionals are still talking about traditional uses of CRM. By traditional, I am referring to Contact

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