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CRM – Fear of No Adoption drives No Decision
So having originally been a Salesforce.com Consultant, and for the last 5 years, a Microsoft Dynamics CRM ISV and Partner, I can tell you… it’s not the platform. The two biggest challenges for CRM of...
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Dynamics CRM and Microsoft Office Groups
Dynamics CRM and Microsoft Office 365 Groups Over the last few months Microsoft have really been releasing some power functionality within the Office 365 (O365) platform. I generally get really...
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Custom User Interface in CRM – HTML5/JavaScript or ASP.NET Web application?
Lots of times on CRM projects, we are required to build and display custom screens inside of Dynamics CRM. There are a lot of factors that come into play in the choice how we build these custom user...
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Creating a Query for Closed Opportunities in Microsoft Dynamics CRM
Visibility into lost opportunities is just as important as won and open opportunities in Microsoft Dynamics CRM. Each plays a vital role in predicting your future sales pipeline. Analyzing your lost...
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Microsoft Dynamics CRM 2016 Excel Templates
Microsoft Excel templates are a great time saver when you frequently need to export Microsoft Dynamics CRM 2016 lists to generate reports. Imagine that every time you export a list to Excel, you need...
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CRMUG Upcoming Canada Chapter Meeting
The CRM User Group (Canada) has published the dates for the following two chapter meetings. They are as follows: When: Thursday, Feb. 18, 2016 Locations: Calgary, Montreal, Ottawa, Regina,...
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Installing USD Components into your Organization
To get up and running with the Unified Service Desk there are three steps to getting it deployed. Installation Install the client on your workstation, available here . There are a few...
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Control Valve Distributor Coordinates Sales and Service – 17 Amazing Customer...
Relationships with customers are rarely confined to one department or business unit in an organization. To provide great service, all employees need to have a unified, continuous view of customer...
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Microsoft Dynamics CRM and ChexSystems QualifFile Advantage Integration
We have built an integration between Dynamics CRM and the ChexSystems for identity verification to spot fraud and uncover identity discrepancies in real time.ChexSystems is a check verification...
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Tip #579: Prioritize your relationships
When creating new relationships, change the Display Order property from the default 10,000 to a higher value, e.g. 20,000. Sooner or later business users will ask to prioritize the order in which...
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Sitios Web Seguros para Empresas Públicas con Drupal, Joomla y WordPress
¡Buenas noticias para las Empresas Públicas! – Hoy anunciamos que ahora nuestras nubes dedicadas adecuadas al nivel SaaS de FedRAMP pueden dar …
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Auto Complete feature in CRM 2016
IntroductionIn this blog we are going to discuss about the new Auto completion feature of CRM 2016. First, a disclaimer – the term ‘autocomplete’ might be a bit misleading since the field is not...
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03 de Marzo: Integrando Microsoft Dynamics NAV 2016 con Microsoft Dynamics CRM
Objetivo: En esta sesión vamos a realizar una introducción y posicionamiento de Microsoft Dynamics NAV 2016, conoceremos las principales novedades …
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Trigger Business Rules from Business Process Flow – CRM 2016
Though we did had both Business Rules and Business Process Flow in CRM 2015 as well, but there was no way to invoke a Business Rule for some action happening on Business Process Flow. Thus if I was...
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Role based forms and child business units
One of the greatest features of the Microsoft Dynamics CRM platform is the ability to configure entity forms to be available only for specific security groups. While this works great, in principle,...
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CRM Server Side Sync Credentials Disabled - Allow Nonsecure Channel
When configuring server-side-sync for CRM 2013, CRM 2015, or CRM 2016, by default if you want to specify credentials for the Email Server Profile or Mailbox, the fields will be disabled if your CRM is...
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Customer Dynamics Forms Joint Venture with motionSlice, Raises $1 Million to...
Microsoft partner Customer Dynamics, a Dynamics CRM and technology consulting firm, has formed a new joint-venture with CRM customization firm motionSlice and has raised over $1 million in funding as...
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Using PreferredDc to Manually Control which Domain Controller to Use
Microsoft Dynamics CRM uses the closest domain controller based on how your active directory topology is setup. This process usually works great and is the preferred method of running CRM. There is...
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How small is Too small for CRM?
I may get a little heat for this, but here goes. The beauty of SaaS is that very small businesses, down to one-person operations, can now gain access to what was heretofore unaffordable. Take Dynamics...
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