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Blog Archive

Embedding PowerBI Report into CRM Form

With the last spring wave update, Microsoft gave us the ability to embed PowerBI visualizations into CRM dashboards. If we want to display a report on a CRM form, we don’t have a native support to do that just yet.

However there are multiple approaches that allows us to embed a PowerBI report via an iFrame. In this blog post, I’m going to elaborate on the easiest approach and discuss its pros and cons.

The Art of Stay Interviews

The Art of Stay Interviews

On the popular television show, Undercover Boss, corporate CEOs seek information from their employees without the guise of speaking to the executive. These executives want to learn how to improve their companies for the future. What if you knew how to achieve this goal without the disguise? 

Subtleties of the Microsoft Dynamics CRM 2016 Upgrade

Here are 2 observations from our Microsoft Dynamics CRM 2016 upgrade experience (from Online 2015 to Online 2016) that might be helpful to you:

Duplicate detection rules got published – In our initial CRM installation, we had unpublished all existing duplicate detection rules, being not yet ready to employ them.  The upgrade process published the duplicate detection rules, so we needed a post-deployment step to unpublish them again.

Analyzing Top Talent

Analyzing Top Talent

A growing trend in the world of data is the topic of talent analytics. According to IDG’s 2015 Big Data and Analytics Survey, the number of companies implementing data-driven projects has grown by 125 percent. The power of business intelligence has been extended to the recruiting world to find top quality candidates and improve employee retention. Is this new trend going to benefit your company and their recruiting practices?

Sending an Email Created in a Workflow

I had a situation where I was creating an email in a workflow using the standard step of "Create Email." After the email was created, some custom processing was done on it (specifically, creating a PDF and attaching it to the email). Since this was my first foray into the territory of creating emails in a workflow with custom processing, I thought it would be as easy as setting the status of the email to "Send" and it would automatically get sent. Nope, it's not that easy – but it isn't that hard to get done, either. It does take a little bit of code in a custom workflow step.

Millennial Influence on Hiring

Millennial Influence on Hiring

According to a recent study**, more than one-in-three Americans currently in the workforce are millennials, and that number is expected to grow to nearly 50 percent by 2020. The percentage of millennials from company to company varies widely, but their impact must be taken note of. Understanding how this generation will collaborate, train, learn and perceive work will benefit companies. Many in the millennial generation want to be employed where they have autonomy and the opportunities to grow at their pace.  

Transform the Customer Service Experience

Transform the Customer Service Experience

Customer service has become an incredibly strategic investment in the business world. Today’s customers want more information, more quickly than ever before, so it is important to be prepared for the support they will need. Companies that invest in their support service are opening up the opportunity to gain more loyal customers than ever before. Improving service at the support level can better strengthen a company’s customer relationships. Look below for five opportunities to build the service experience for stronger, deeper customer relationships.

The Rise in Mobile Customer Service

The Rise in Mobile Customer Service

According to an IDC survey, customer purchases using their smartphone have already surpassed PC purchases, and by 2017, 87 percent of the world will be connected with smartphones and tablets, versus the 13 percent connected via desktops and laptops. And while almost five billion people worldwide are using smartphones, many companies aren’t making the mobile experience or mobile customer service a priority.