Part 1 – Establishing Connection I recently came across a requirement where I had to create an SSRS report for Dynamics 365 for a client. This doesn’t sound that easy. Even being in the Dynamics CRM field for quite some time, I had faced several issues while creating the report, so I decided to document the process …
Implementing CRM is a daunting task. It sounds easy if you have a reliable Implementation team or a Consultant working with you in your small and midsize business (SMB), to get it done. But trust me, there are so many factors that you have to check before you even begin the CRM implementation. The good news is, …
Using a CRM Checklist for a Successful Implementation in an SMB Read More »
As a Dynamics 365 CE customizer, I frequently need to work with forms. Now, to create or edit forms, we use a Form editor. This form editor can be accessed from the default solution or an unmanaged solution or command bar. Access form editor through default solution: To access it from the Default Solution, you …
Missing Form Editor through command bar in Microsoft Dynamics 365 Read More »
More than a decade ago, it was the era of the filing cabinet that got so full that it was risky to open it in the fear of what may spill out. A few years down the line, it changed to a shared drive on the company network. This gave rise to the innumerable folders …
It is important to clean up data in our CRM solution regularly. One of the main reasons is that unwanted data can lead to performance issues. Performance issues include taking too much time for the form load, saving records, random SQL timeouts etc. When working with applications like Microsoft Dynamics 365, one of the most predominant …
Like any other company, in a small and mid-sized business (SMB) the HR function plays a vital role. They need to efficiently manage every aspect of your personnel, and consistently identifying and attracting the most talented people on the market which is important for your company to grow. Now, the horizon of the HR department …
If you are working on Dynamics platform, you would know that your login session does time out after some time. The customers usually ask if there is a way to tweak that. There have been tremendous improvements made to Dynamics CRM cloud security and one such feature is the addition of new session and inactivity timeouts. The default …
Do you think that it is better to keep everything in an old-fashioned file system and store all the leads or contacts in an excel sheet? Do you think that it’s an easy job for a salesperson to prioritize work, touch base with existing customers, and follow up with potential clients using these archaic methods …
With the new Unified Interface of Dynamics, there are many new features that became available, which we wanted to see for so long but were never enabled in the platform. One of those features is the Kanban view and Calendar view of an Entity. For those who may not know, Kanban is a Japanese manufacturing term where the supply of components is regulated …
Kanban and Calendar view of Dynamics 365 activities Read More »
Client Relationship Management software isn’t an alien term anymore. Every industry is familiar with it. You must have read several articles, heard talks about how CRM can benefit your small and mid-sized business (SMB), and so on. If you look, you must be receiving a few emails daily about companies offering the best CRM implementation …
