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Posts Tagged ‘Dynamics CRM 2016’

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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Take the Guesswork out of Case Management

MS Dynamics CRM vs Salesforce   Download our free CRM 30-day trial Learn more about CRM's features Running a well-oiled support desk is not for the faint of heart. There are so many moving parts…Does the customer have a support agreement? Does the contacting party have authority to open a support ticket against the agreement? What […]

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Must Know Dynamics CRM Tips and Tricks

MS Dynamics CRM vs Salesforce   Sign up for a free CRM course! Learn more about CRM's features Being part of the help desk support team affords me the opportunity to learn about little idiosyncrasies in Dynamics CRM and I like to pass along these sweet nuggets to our loyal blog readers in case you find […]

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VIDEO: Microsoft Dynamics CRM Spring 2016 Wave Overview

Are you ready for the Dynamics CRM Spring 2016 Wave? This overview video from Microsoft gives a great introduction on what you can expect. Transcription: With the new capabilities we’re introducing in our Spring 2016 Wave to support field and project service, organizations now have the ability to schedule, manage, and deliver on-site service, whether […]

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What You Need To Know About OneDrive With Dynamics CRM 2016

How does your sales team manage and share documents? Are those documents easily available to them within your CRM system? With the new release of Microsoft Dynamics CRM 2016 users can create and manage private documents with OneDrive for Business and those documents can be accessed within Dynamics CRM in the document grid. What is […]

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Dynamics Docs vs. CRM 2016 “Word Templates”

About the end of 2015 Microsoft released CRM 2016 with new features allowing CRM users to create Word Templates with merged fields from CRM records. Earlier this year Dynamics Objects released a similar product, Dynamics Docs, to merge CRM fields in Word Document. Unlike Documents Templates released for CRM 2016 only, Dynamics Docs comes with […]

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Effectively Brand Your CRM with Themes in Dynamics CRM 2016

MS Dynamics CRM vs Salesforce  Sign up for a free CRM course! Learn more about CRM's features You can now brand your CRM! Themes allow you to apply your distinct logo and color scheme to your Dynamics CRM environment. Three simple clicks and you are well on your way to a CRM environment with a look […]

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Azure and Microsoft Dynamics CRM: The Sales Partners You Need

As business owners, we like to think that we know our customers inside and out. But even the hours upon hours spent analyzing behavior and purchasing patterns can leave some discrepancies between what we really know and what we think we know. People are complex, and predicting future behaviors can be hard to do when […]

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WebSan Offers “Top 5 Notable Features in Microsoft Dynamics CRM 2016” Webinar

MS Dynamics CRM vs Salesforce   Sign up for a free CRM course! Download a FREE CRM Demo With Dynamics CRM 2016’s release, Microsoft aims to improve on supplying intelligent customer engagement solutions that are personalized, proactive and predictive. The release will focus on creating a single, unified user experience that promises to eliminate distractions people […]

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