Articles By: TopLine Results

Open a Dynamics 365 App Automatically

Overview It can be argued that Microsoft has done a great job with their landing page for https://office.com. From one page you can choose and pin any of the online Microsoft applications you want to run. This functionality is great when needing to access Mail and jot down notes in OneNote. However, one click might …

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Productivity platform? It’s not enough!

Simply put, Microsoft Dynamics 365 is a business productivity platform where everything crucial to developing, improving, and retaining your customer relationships is stored.*  That is why Microsoft offers tailored solutions for sales, marketing, and customer service. While the technology is great, it does not guarantee success. Having a solid team of contributors, and streamlined internal …

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Setting your Default Address List for Microsoft Dynamics CRM

In Microsoft Dynamics CRM, your contacts are moved by default into your Contacts address list in Outlook.  However, Outlook defaults to your Global Address list, which means you do not automatically see your CRM contacts in Outlook.  In this article, we will assist you with updating your default address list. To set your default address …

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Salesforce and Microsoft Dynamics CRM Dashboard Comparison

One of the most useful features of a CRM system is the dashboard.  Dashboards enable you to efficiently make business decisions with an at-a-glance visual representation of the data that matters most to your business. Both Microsoft Dynamics CRM and Salesforce offer easily customizable dashboards with comparable results, but there are some differences between dashboards …

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Use Microsoft Azure to Create a Mini Data Warehouse

Usually when you hear the words “data warehouse” you think of big database servers and huge costs.  But with Microsoft Azure, you can easily set up a very simple data warehouse for very little cost and make that data available from just about anywhere. Most companies do not deal with billions of records and transactions …

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Machine Learning with Microsoft Dynamics CRM

Data is the key to business success in modern times.  You may have heard of “Big Data” or “Cloud Data” recently.  Why is data such big news today?  Because data is power.  The more data you have, the more accurate it is and the more relevant it is, the more you can use that data …

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Microsoft Dynamics CRM 2016 Excel Templates

Microsoft Excel templates are a great time saver when you frequently need to export Microsoft Dynamics CRM 2016 lists to generate reports.  Imagine that every time you export a list to Excel, you need to add a new column with a calculation.  With an Excel template, the system will remember your additional column and calculation …

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Defining Marketing ROI in Microsoft Dynamics CRM

A key component of successful marketing is measuring the results of your marketing activities and the revenue they ultimately generate for the organization. Since marketing is not directly involved in the sales process, it is incumbent upon the sales staff to gather information about the origin of the lead.  Communication between the sales and marketing …

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Video Success Story: Heartland Dental and Microsoft Dynamics CRM

Heartland Dental, a dental services and support firm based in Effingham, Illinois, engaged TopLine Results to guide them in transitioning from a contact management system to CRM. In the more than ten years that they have worked with TopLine Results, Heartland Dental’s business has grown ten times. This growth was the catalyst for Heartland Dental …

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Get Started with FetchXML for Microsoft CRM

CRM administrators and engineers should become familiar with FetchXML, the proprietary query language for Microsoft Dynamics CRM.    There are many instances where you might use FetchXML, but it is mainly used when writing custom reports. FetchXML is used like a SQL statement with XML instead of standard T-SQL. FetchXML eliminates the need to send raw …

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