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A panel of Microsoft Dynamics CRM experts provide reviews and opinions to aid professionals with the CRM selection process.

 
 

Archive for the ‘Dynamics CRM 2013 New Features’ Category

Microsoft Dynamics CRM 2013 – Display one or more Fields from one Entity Form on Another

Let’s say you want to show a few fields from one entity form on another. For example, your sales people would like to see the Relationship type of the parent Account, on a Contact form – a detail that saves the sales people the extra clicks of having to switch to the Account form to check. In CRM 2011, […]

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Form Social Panes and Posts in Dynamics CRM: Part 3

To wrap up our discussion on activity feed posts and their functionality, I’d like to share an idea that we have used with a client which is repeatable and I think useful in all environments. We all have a need for reminders. There are so many things that we have to accomplish on a day to […]

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Dynamics PDF – Convert CRM Reports to PDF & Attach to Email

Dynamics PDF How many steps are required to send price quotation as an email? With Dynamics PDF – One single click:   With Dynamics CRM – Five clicks: Run Report Generate Quote Report Save as PDF Create Email Activity Attach PDF to Email Dynamics PDF converts any CRM report to PDF with the following one […]

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6 Productivity Best Practices for Microsoft Dynamics CRM and Office 365

Enhanced productivity is something that everyone, regardless of industry and company size, strives for on a daily basis. Many books have been written and training seminars developed to this end, and yet we are still left wanting more. What is becoming clearer each day that the best way to improve productivity is to empower each […]

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CRM for Associations: Collaborate, Retain, Manage

There are endless resources available that detail the reasons why Microsoft Dynamics CRM is the right solution for so many membership-based organizations. Streamline this, automate that. But at some point it begins to sound redundant. While it is true that CRM does help organizations in those areas, most associations miss the mark on what CRM […]

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EditAble CRM Grid Yields New Efficiencies for Microsoft Dynamics CRM Users

Any organization that uses Microsoft Dynamics CRM should check out AbleBridge’s EditAble CRM Grid. We’re extremely proud of it and our customers / partners are doing some amazing things with it. Check it out a quick demo and let us know if you have any questions.   Some Highlights: Easy to create and highly configurable Increases […]

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