Dynamics CRM meets Machine Learning – Part 1 : The Business Problem & Solution Architecture

Continuing the journey of our Dynamics CRM and Machine Learning series, in this post I will define the business problem we are trying to solve using Machine Learning (referred as ML hereafter) and how the solution will work. You can read the premier that introduces this blog series if you haven’t already.   The Business … Continue reading Dynamics CRM meets Machine Learning – Part 1 : The Business Problem & Solution Architecture

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Dynamics CRM: Use Machine Learning to calculate Happiness Index

Right now there is a  fantastic opportunity for the CRM systems to get intelligent by leveraging the smart capabilities offered by Machine Learning (referred as ML hereafter). As the markets around the world become increasingly competitive, I reckon it will be the smartness of their CRM systems that will keep certain companies ahead of others. … Continue reading Dynamics CRM: Use Machine Learning to calculate Happiness Index

Knowledge Article Vs KB Record

Dynamics CRM, after its recent association to Parature, has come up with a new entity called Knowledge Base Record. The name of this new entity is very similar to the legacy Knowledge Article entity which has always existed in Dynamics CRM for its native knowledge management functionality. Sometimes these similar names can cause confusion and … Continue reading Knowledge Article Vs KB Record

FieldOne Sky – Address Standardisation

Have been playing with FieldOne Sky, which is a Dynamics CRM 2016 Customer Service addon. One thing that caught my attention while starting to create Accounts was a popup that comes automatically while you are entering an address into an Account or a Contact record in Dynamics CRM, and presents you with the completed address. … Continue reading FieldOne Sky – Address Standardisation

CRM users who do not have a valid security role assigned

When a CRM implementation goes live the most important task is to get the users on board with their new Dynamics CRM system. CRM Admins ensure that proper security roles are assigned to every user so that they can log in without any issue. However, assignment of the security roles to the users is still … Continue reading CRM users who do not have a valid security role assigned

Diagnosing FieldOne Sky mobile app

FieldOne Sky, the MS CRM field solution, comes up with a free Windows app that you can use as an emulator/tester for the mobile functionality. In my opinion and after reading other users’ experiences on the web, the app is still getting mature and you *may* encounter a crash. Courtesy: arquivogamer   When it crashes, … Continue reading Diagnosing FieldOne Sky mobile app