The value of a mobile app is being able to use it to find information quickly. Here are a few tips on the set up and navigation of the Microsoft Dynamics 365 Mobile App that your team will appreciate. First, download the Dynamics 365 for Phones from Playstore. Enter the CRM URL. Always enter the […]
continue reading...
Plenty of organizations roll out new technology only to find that they are struggling with end user adoption. Here are 5 tips to help achieve high end user adoption with Dynamics 365 or any CRM system, in no particular order. 5 User Adoption Tips for CRM 1. Offer ongoing training and support materials in […]
continue reading...
If you are waiting for the Business Edition of Dynamics 365... On Monday at the Directions Conference in Orlando, Marko Perisic gave a keynote that set Microsoft partners on their heels. He announced that the product formerly known as Microsoft Dynamics CRM, Dynamics 365 for Financials and Operations Business Edition, formerly known as Dynamics 365 […]
continue reading...
There will be so many people to meet at the User Group Summit events in Nashville! One of the best parts about attending a User Group Summit event is exploring the Expo Hall and meeting the exhibitors. This year the GPUG, D365/AXUG, NAVUG and D365/CRMUG events are all taking place together in Nashville from October […]
continue reading...
Finding information within Dynamics 365 is a crucial need for any user. You know the importance of putting in the important information. Likewise, you know that getting data out is equally important. That's why it's good to understand your search options. "Classic" Search Searching for records within Dynamics 365 (CRM) has been around for a […]
continue reading...
No, you are not wrong. This article is about Dynamics CRM and SharePoint. The metaphor of librarian managing library with no classification system is best describing the poor out-of-box feature to integrate Dynamics CRM with SharePoint. In the article “CRM is from Mars, SharePoint is from Venus” (read here), we suggest using less SharePoint folders […]
continue reading...Salespeople love mobile CRM. Rarely do they care how it is actually accomplished, they just know that when they can access information quickly on their phone or tablet, everyone is happier and deals close faster. And there are certain people within your organization who will be very happy to know these technical tips from the […]
continue reading...
Here is an issue we recently faced with a client who has multiple salespeople in multiple business lines, and there is always the possibility that multiple salespeople would want to claim ownership of the account. As they were integrating with their financial system, they also had a default ownership of ALL accounts to a single […]
continue reading...
It’s amazing the number of times executives from successful HVAC Companies have inquired about HVAC Field Service Management software only to say that they’re too busy to make changes or it just isn’t the right time. The problem is, during the time upgrading is put off, their business is missing out on growth and revenue […]
continue reading...
Microsoft has recently made available its latest update for Microsoft Dynamics 365, which comes with a host of new features and enhancements. Many improvements and functionalities have been added to existing features, while new applications have also been made available to take your business even further. While we’ve recently written about Microsoft Dynamics 365 for […]
continue reading...
