Cobalt Blog

Why is Migrating Dynamics CRM/365 Data so Hard?


by Michael Ochs on April 27, 2017

A little over a year ago we began development of a new technology for migrating data from on-premises instances of Dynamics CRM to Dynamics 365 (then referred to as CRM Online). What we knew was the current tools were inadequate due to their broad integration capabilities that didn’t necessarily translate to a simple one-to-one migration […]

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One-To-One and N-To-One Relationships: How to Get Around Them


by Sarah Nimitz on April 25, 2017

“The record could not be deleted because of an association.” This common error appears when a user attempts to delete a record, perhaps data they believe is unused or unnecessary. The vagueness of the error can lead to frustration for the user. What exactly does CRM mean by “an association?” Why does this prevent its […]

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How We Built an Augmented Reality App for CRM


by Nathan Hartmann on April 4, 2017

Image source: Christy Spokely If you read last year’s article, written by my colleague Michael, about the fun we had building a chatbot for ExtremeCRM’s Innovation Challenge, then you won’t be surprised that we decided to participate in this year’s competition as well. Hosted most recently in Newport Beach in December, ExtremeCRM is twice-a-year conference that […]

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What Kind of Accounting Data You Need in Your CRM


by Russell Inman on April 4, 2017

If there’s one trend we’ve seen in the past year, it’s that CRM software is getting more comprehensive and that includes things like real-time e-commerce integration. As you come to rely on your CRM more and more for every customer interaction — from marketing, to sales, to customer service — you may find yourself asking […]

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Understanding the Dynamics 365 Pricing Model: It’s Cheaper Than You Think


by Chris Capistran on March 22, 2017

If you’ve read any of my articles recently you’ll know that I view Microsoft’s release of Dynamics 365 as a game changer that adds even more strength to the argument that it’s time for you to migrate from your on-premise CRM to the cloud. In February, I outlined the top five reasons to move to […]

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Solution to March 2017 Windows Update That Breaks Microsoft Dynamics CRM 2011


by David Rothschild on March 22, 2017

In mid-March, Microsoft released these Windows Updates: KB 4013429 KB 4012215 KB 4012216 KB 4012204—MS17-006 If you use Chrome or Internet Explorer 11 to access Microsoft CRM 2011, then after these automatic updates installed, you probably noticed issues with the Advanced Find window, as well as related entity grids. After monitoring a large number of […]

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Using a War Room to Augment the Agile Software Development Process


by Kristen Knox on March 19, 2017

The principles of agile software development prioritize working software over comprehensive documentation and responding to change over following a plan. A war room in software development is essentially an effort to put all key stakeholders together in a room for a set period of time with the goal of producing usable software in a short […]

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Why You Should Integrate Your CRM with Higher Logic


by Allison Jones on March 12, 2017

As my colleague Chris wrote recently, there are multiple ways your users derive value from your association, and one of the most impactful engagement tools an association can offer is an online community. Your association is at a disadvantage if the only way you can bring your members together is at physical events like educational […]

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Intelligent Query Now Available on AppSource


by Michael Ochs on March 10, 2017

It is still the #1 most requested features for Dynamics 365. The ability to execute outer join (i.e. ‘not in’ or ‘does not have’) queries using Advanced Find. However, despite the ability to perform these types of queries using code or through manipulation of Fetch XML, Microsoft has yet to provide an interface for performing them in […]

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How to Use Microsoft Voice of the Customer to Gain Important Insights


by Liudmyla Tretter on March 9, 2017

Unless you truly understand  your customer’s experience, you can keep losing business and blaming it on ineffective marketing campaigns, bad staff performance, the economy, or other factors that have nothing to do with the real cause. Of course, the simplest solution would be to simply ask the customer about their experience, but there’s no guarantee […]

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