Articles By: WebSan Solutions Inc.

WebSan Solutions Inc. 's Logo Microsoft Dynamics 365 for Sales & LinkedIn Integration: What to Expect?

MS Dynamics 365 for Sales vs Salesforce  Sign up for a free Dynamics 365 for Sales course! Learn more about Dynamics 365 for Sales features In December 2016, the world got to know that Microsoft acquired LinkedIn. Now we can see the first results of this deal – Microsoft has announced that Dynamics 365 for Sales …

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WebSan Solutions Inc. 's Logo Retrieving Data in Microsoft Dynamics CRM

MS Dynamics CRM vs Salesforce    Sign up for a free CRM course! Learn more about CRM's features Retrieving data and metadata for reports In Microsoft Dynamics CRM can be done using SQL views. In Dynamics CRM, users can run queries on SQL views that are automatically created. As the image below shows, names within the …

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WebSan Solutions Inc. 's Logo WebSan Offers “Microsoft Field Service in Dynamics CRM” Webinar

MS Dynamics CRM vs Salesforce  Sign up for a free CRM course! Learn more about CRM's features On July 28th, 2016, at 2:00 PM, WebSan Solutions will present a webinar showcasing the highlights and capabilities of one of the newest additions to Microsoft Dynamics CRM – Field Service. The module, known for being highly configurable and …

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WebSan Solutions Inc. 's Logo 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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WebSan Solutions Inc. 's Logo 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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WebSan Solutions Inc. 's Logo Navigating the Mobile App for Dynamics CRM

MS Dynamics CRM vs Salesforce  Sign up for a free CRM course! Learn more about CRM's features The newest mobile app released by Microsoft for Dynamics CRM takes the user experience to a whole new level. The newest release is compatible with Dynamics CRM 2015 Update 1 and above. Below are some notable tips and tricks …

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WebSan Solutions Inc. 's Logo CRM 2016 Improves Navigation Functionality

MS Dynamics CRM vs Salesforce  Sign up for a free CRM course! Learn more about CRM's features  The main navigation in the CRM 2016 ribbon not only altered its look, it also made functional changes, vastly improving the end user experience. The Main Menu Button now replaces the CRM logo. Clicking this button enables the user …

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WebSan Solutions Inc. 's Logo 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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WebSan Solutions Inc. 's Logo 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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WebSan Solutions Inc. 's Logo CRM for Outlook – Frustration Free Zone

MS Dynamics CRM vs Salesforce    Sign up for a free CRM course! Learn more about CRM's features I was recently speaking with some like-minded CRMers in the community and we were discussing what we find to be at the top of the list for help desk inquiries. The overwhelming consensus was CRM for Outlook. Do …

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