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Document Templates in CRM 2016

Promising New Feature: Word Templates One new feature that looks promising for the CRM 2016 release is the addition of Document Templates.  This feature allows generation of Microsoft Word and Excel documents based on Office document templates.  I was particularly...

Dynamics CRM as an xRM Development Platform

If you are reading the Celedon Partners blog, you are most likely familiar with Dynamics CRM.  You may be an existing Dynamics CRM customer or a developer working with the platform in some fashion.  For those who are new to Dynamics CRM, here is a quick introduction....

Setting Up a Proper Integration User

If you’re looking for excitement, don’t read this post.  Your users will certainly give you plenty of excitement when your integration stops working. Nearly every CRM implementation has some sort of integration with another system.  Yet very rarely do I...