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A panel of Microsoft Dynamics CRM/Dynamics 365 experts provide reviews and opinions to aid professionals with the CRM selection process.

 
 

Dynamics CRM 2016

Looking Back At Microsoft Dynamics & CRM in 2016

Wow! What an amazing year of change and growth in the world of Microsoft Dynamics and CRM. Here is our pick of the most significant events in 2016 from our view in the UK. CRM 2016 Back in January, early adopters were deploying Microsoft Dynamics 2016. Some of the notable updates in this latest version included: New mobile […]

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Need Help Configuring AlwaysOn Availability Groups for Dynamics CRM 2016?

Configuring Dynamics CRM 2016/2015 with SQL Server 2014 AlwaysOn Availability Shashank Chandra, Sr. Dynamics CRM Consultant Microsoft SQL Server Availability Groups provide a comprehensive high availability and disaster recovery solution. In this blog post we will see how to configure Dynamics CRM 2016/2015 with SQL Server 2014 AlwaysOn Availability Groups. The diagram below illustrates the environment […]

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New Search Functionality On Microsoft CRM – You Are Going to Love It

Microsoft Dynamics CRM has made steady improvement over the years in their search functionality, making it easier for end users to find the data they need. But one area that still was lacking was the ability to search across entities in CRM. As an end user myself, I often look for a business I need to […]

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Mobile Sales & Field Service Offline Mobile CRM for Dynamics CRM and Salesforce

Resco, a leading provider of cross-platform mobile CRM solutions to businesses of all sizes has made an announcement today. Their number one fully-fledged offline mobile CRM solution is available to the Salesforce community using mobile sales and field service. Thereby, extending their overall strategy and bringing a platform to any organization that utilizes Salesforce solutions […]

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Microsoft Dynamics CRM Online 2016 Update aAvailable

The Microsoft Dynamics CRM Online 2016 update offers many valuable features to its users. Microsoft recently released the CRM software's first improvements, Update 1 and Service Pack 1. The additions take an effective CRM solution and make it even more useful, providing more features in the realms of productivity, service, mobile use and analysis. The benefits are […]

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Have You Seen the Official Microsoft Dynamics CRM Roadmap Website?

Microsoft wants to keep you up to date. According to Microsoft the Dynamics CRM roadmap website at http://crmroadmap.dynamics.com/ “provides a snapshot of what we’re working on in the Dynamics CRM business. Use the roadmap to find out what we’ve recently made generally available, released into public preview, are still developing and testing, or are no […]

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Work Like a Sales Detective with Microsoft Dynamics CRM

In the sales game, sometimes you have to do a little detective work to find the right contact at a prospect’s place of business, divine who interested parties are, find a phone number, etc. Anyone that’s held a sales job can relate to this. Nowadays it’s even harder to connect with influencers and decision makers to […]

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Service Case Customer Field Not Required in Dynamics CRM 2016

I ran into an issue recently trying to make the Case Customer field not required in Microsoft Dynamics CRM 2016.  I needed to make this field not required so I could populate the value once the Case was saved, by using a workflow based on another lookup field on the Case.

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The Hidden Truth about CRM Data Import Files

There is no denying that when working with importable data in CRM, data integrity is of the highest importance. Microsoft has gone a long way to help make importable templates much more manageable and safe for end users.  They have added a number of user friendly measures, such as tool tips that tell you the […]

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Project Service Automation for CRM – Planning and Delivery

Planning and Delivery of PSA In Part 1 of this series, we posted a brief introduction to the Project Service Automation solution for Microsoft Dynamics CRM Online. This is Part 2 of a four-part series on Microsoft Dynamics CRM Project Service Automation, or PSA, as it is more easily referred to. This part will dive a little […]

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