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Just released: Documentation for the Microsoft Dynamics CRM 2016 Products Wave
There are many exciting new features available in CRM 2016! Here’s where to find all the documentation for admins, developers, and end-users for Microsoft Dynamics CRM Online 2016 Update or Microsoft...
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GovCon Information Services: A List
I have not been able to find a comprehensive list of companies that provide databases to government contractors to find potential opportunities, so I'm starting the list here. Many of these...
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Unified Service Desk 2.0 updates for Dynamics CRM 2016
If you’re new to Unified Service Desk (USD) for Dynamics CRM, I suggest reading “ What is USD ” and “ When do I use USD ” to understand the details of Unified Service Desk. The updates discussed here...
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Tip 208: Integrar SharePoint a una prueba de CRM Online
Has configurado la prueba de 30 días de Dynamics CRM Online y también quieres probar la integración con documentos …
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The new light-weight CRM App for Outlook
What is it?With no installation, no configuration, and no additional log-in steps, you can now quickly track your important customer emails directly within Outlook, whether on your PC or Mac running...
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Creating and customizing task flows
In this post, I’ll show you how to create new task flows to enable your users to quickly accomplish key mobile business tasks.Enabling task flowsA quick disclaimer before we begin: task flows have been...
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Soporte y Recuperación de Desastres, los factores más importantes de las...
De acuerdo con un artículo de TechRepublic, la nube está creciendo y continuará haciéndolo, ya nadie puede ignorar el gran …
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What are task flows and how do they compare to other tools in Dynamics CRM?
What is a task flow?Task flows are a new way of interacting with Microsoft Dynamics CRM, allowing users to focus completely on the work at hand. With this new type of business process flow, you can...
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Microsoft Convergence 2015 EMEA Highlights
The use of intelligent cloud and digital transformation of business were the major themes throughout Microsoft Convergence 2015 EMEA in Barcelona this past week.“As businesses strive to keep up with...
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Tip #538: Tipster guide to Dynamics CRM routing rule sets
Another Friday – another video continuing coverage of the customer service features in Dynamics CRM. In this video, we explore how to use Dynamics CRM’s Routing Rule Sets to route cases to different...
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Tip 209: Escapa al sandbox de CRM Online
Lo he dicho antes y lo vuelvo a decir: presentar en conferencias como el eXtremeCRM puede abrirte los ojos. …
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Configure data columns for results listing in Maplytics for Microsoft...
In our last post we saw how to configure tooltip data . Once you perform search using Maplytics, apart from plotting the results as puspin on the map, it also provides a listing of the records...
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How to Deactivate or activate an account or contact in Dynamics CRM 2015
In Microsoft Dynamics CRM, you deactivate an account or contact rather than deleting it. This ensures the integrity of the audit trail associated with that record. A deactivated account or contact...
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How to assign Salespeople with quotas in Dynamics CRM 2015
Assign sales quotas to individual sales person and distribute the sales targets for the organization. Using sales quotas, you can assess sales people/territories performance, and the progress...
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Dynamics CRM–getClientUrl
This article is to inform you that the function getServerUrl has been deprecated by the Dynamics CRM Product Team. To replace it, you can use Xrm.Page.context.getClientUrl() method. This will...
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How to Ensure Your CRM Project Comes in on Budget
Your CRM project doesn’t have to be like this! Magnetism has done many CRM projects that were on-time and on budget. But you will need to be intentional because in general, CRM projects are like most...
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How To Configure CRM Relationship Tiles for iPad and iPhone Express
User experience best practices dictate that you should only serve up the most relevant information and dispose of the unnecessary items that can make user adoption difficult. This is particularly...
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Release of Inventory Module Rivals Star Wars: Episode VII Debut
As much of the world awaits the highly anticipated release of the latest Star Wars movie, in a galaxy far, far away, the Rockton Connect team has been working on a masterpiece of their own. Set to hit...
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What You Must Know BEFORE Microsoft Dynamics CRM Implementation?
No matter how brilliant something is, it cannot work to full potential if operated inaccurately or within the wrong hands. Microsoft Dynamics CRM is a prime example of this. What I mean is, no matter...
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Campaign Automation, Power BI Included in ClickDimensions Quarterly Release
ClickDimensions, the Microsoft-certified email marketing and marketing automation solution for Microsoft Dynamics CRM, announced the release of new features in its latest quarterly update. Highlights...
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