Authors

John Adali

John Adali

John Adali is a Technical Architect with Concurrency's Dynamics CRM practice. John is committed to providing clients with innovative CRM solutions to effectively utilize their customer data. These range from out-of-the-box scenarios to fully customized solutions, in either online and on-premise environments. His experience spans over 20 years of development and architecture using Microsoft technologies.

Contributions by John Adali

No-Code Configurations for Dynamics CRM – Part 2

This is the second article on how you can configure Dynamics CRM without writing code. In Part 1, I described the configuration options with System and Custom entities, as well as explaining how to use Business Rules. In this article, I will describe how you can configure Dynamics CRM using Workflows and Dialog, Business Process Flows, and Dashboards/Reports.

John Adali by John Adali

No-Code Configurations for Dynamics CRM – Part 1

This is the first article (of two) where I am going to detail out the different areas of no-code configurations, to give you an idea of what you can do with this type of customization in Dynamics CRM.

John Adali by John Adali

Customization Options for Dynamics CRM

This is the first post in a multi-part series on how to create customizations in Dynamics CRM. If you’ve ever used Dynamics CRM, you quickly learn that while it’s got a lot of features and functionality out-of-the-box, the system really needs to be customized to your specific environment to fully meet your business needs.

John Adali by John Adali

Creating an Audit Report for User Logins in Dynamics CRM

If you’ve ever tried to create an audit report for Dynamics CRM, you may have noticed that you can’t create one with the Report Wizard. The Audit Summary Report in the Settings area gives you some information, provided you enable auditing for the correct entities. However, if you need detailed information on your report, or you wish to share this report to others in CRM, you quickly realize that your options are limited.

John Adali by John Adali

Ringing in the Holidays with Dynamics CRM 2015

Microsoft has released the next version of Dynamics CRM for general availability on December 1st. Here is a blog from Bob Stutz highlighting the changes included in the 2015 version of Dynamics CRM: ...

John Adali by John Adali

Using SSIS to Import Data into Dynamics CRM

I am constantly being asked to import data into Dynamics CRM from various sources, and over time I have discovered that, even though the sources of data that I am importing vary, the process of perfo...

John Adali by John Adali

PowerView Reports in Dynamics CRM 2013

Dynamics CRM does a really good job of hosting and tracking a company’s critical business data, and the PowerBI technology stack does a great job of modeling and displaying business data to end users...

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Displaying and Automating Legacy Data using PowerBI

One of the more common requests involving business intelligence projects is surfacing data from legacy, line-of-business systems in an automated fashion. I recently was involved with a project where ...

John Adali by John Adali

Microsoft Dynamics CRM Use Rights (IUR) Program Changes

If you work for a Microsoft Partner and use Dynamics CRM or CRM Online, the current Internal Use Rights (IUR) program is changing. I recently spent some time planning for these changes in my organiza...

John Adali by John Adali