CRM2016 – Excel Templates

One of the great new features of CRM2016 is the ability to create Excel (and Word templates). In this post I will explain the process to load and create an Excel templates. (With a few tips along the way.) Opening an Excel Template First off let’s look at how to open an Excel template. I’ll…

Enhanced SLA and Entitlements (Part One)

I recently had to configure enhanced SLA and entitlements within Microsoft Dynamics CRM, the process involves several steps and includes quite a few significant configuration options. Because of this I decided to document the approach I pursued. Some organisations have quite complex service level agreements, I once had to develop an SLA solution for a…

CRM2016 – USD What’s New

With CRM2016 becoming available I thought it might be worth mentioning some of the details starting to emerge regarding the next version of Unified Service Desk (USD). Aka USD 2.0. The focus of the new release seems to be developer tools and stability. Hopefully that is a good thing as a faster more stable USD that…