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An Engaged Sales Team is no longer a Fantasy!
With the recent acquisition of Incent Games Inc., Microsoft is now the owner of FantasySalesTeam.Included free with a professional license of Microsoft Dynamics CRM this innovative platform can help...
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CRM 2016 back button built-in within record
As many of as come across the situation where we have to go back to previous screen from the current record. In order to that in crm 2011/2013/2015 we have to click on browser back button. But in crm...
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Switch to Dynamics CRM in 2016
Are you thinking of making the switch to Dynamics CRM in 2016? For many organisations taking the next step to a new CRM solution can revolutionize it, helping it to become more efficient, joined up...
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Dynamics CRM 2016 New Documentation, Videos and HOW TO GET IT!
Microsoft has been talking about the new release of Dynamics CRM 2016 for months now and it is finally out - along with a TON of documentation and videos. Most of the documentation pieces not only...
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Convert to Case: Displaying email contents
There are two ways to create case from an incoming email: Automatic record creation rules Convert to Case button in the email command bar Once a case is created, there may be so many other...(read more)
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The Sales Manager’s Pains
This article is an abstract from the CRM Chronicles in the Gestisoft blog... Most sales team managers are very busy people weighed down by major responsibilities, including the company’s success....
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December 11 Blog Review
This time of year is very busy with parties and gifts. So we will keep this quick so you can rush off to your cookie exchange. Microsoft sent us the gift of CRM 2016 last week. This week came all of...
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USD 2.0 – Client Install
Unified Service Desk (USD) 2.0, recently released from the CRM 2016 release comes with a new installer. I will cover installing the server package in another post, here I will concentrate on the...
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Configure your own Dashboards in Maplytics for Microsoft Dynamics CRM
Dashboards are the one of the most used feature of Maplytics-Bing Map Integration for Dynamics CRM . You can design geographical dashboards using components from Maplytics as can be seen in the...
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FieldOne Sky – Overview
FieldOne Sky for Microsoft Dynamics CRM is part of the latest CRM2016 release. But what is it and who would use it?? To help answer these questions I have created this overview of its capabilities....
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Charts – Collection
I have recently been publishing a number of posts about how to edit Chart XML and the capabilities of charts within Microsoft Dynamics CRM. This post gives a summary of all of those posts. As I add...
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USD 2.0 – Server Install
The recent release of Microsoft Dynamics CRM 2016 came with an updated version of Unified Service Desk (USD 2.0). This release includes an updated installer, so in this post I describe how to install...
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FieldOne Sky – Install
FieldOne Sky is included in the CRM2016 Online Pro license. Prior to the CRM 2016 release I have been working with FieldOne, making this feature “free” to anyone with a Pro license is a major...(read...
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Enhanced SLA and Entitlements (Part 2)
In a previous post I described how to configure an enhanced SLA within Microsoft Dynamics CRM. (2015 and 2016) This post builds on that to extend to using Entitlements. Hopefully you will find this...
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FieldOne Sky – Install Mobile App
Before installing the FieldOne Sky Mobile app you will need to have install FieldOne Sky on your Microsoft Dynamics CRM 2016 server. If you haven’t see this post for details. ( FieldOne Install...
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FieldOne – User Setup
FieldOne Sky for Microsoft Dynamics CRM has many configuration options, here I describe the configuration required for CRM users. Once FieldOne has been installed you’ll need to complete some...
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FieldOne Sky – Accounts (Service and Billing)
Within FieldOne Sky for Microsoft Dynamics CRM you have a number of additional parameters that can be completed on service accounts and billing accounts. In this short post I will explain the meaning...
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FieldOne Sky – Work Order Theory
In this post I aim to continue my series covering all aspects of FieldOne Sky for Microsoft Dynamics CRM, work orders are the primary entity within FieldOne sky. Think of them as the “essence”...(read...
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How to Create or edit a goal in Dynamics CRM 2015
Use goals to keep track of your progress on achieving target revenue. Create a goal Make sure that you have the System Administrator, System Customizer, Sales Manager, Vice President of Sales,...
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How to Create or edit a competitor record in Dynamics CRM 2015
You already know that tracking your competitors and their strengths and weaknesses can help you win sales. Microsoft Dynamics CRM lets you store the details about competitors so that you and your...
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