Amazing & So Simple > Attach Documents from SharePoint to CRM Email Dynamics SPO uploads documents from CRM to SharePoint. By adding SPO Organizer records as sub-grid to the form, […]
About Microsoft Dynamics CRM
Adding Value to Microsoft Dynamics 365 with Document Generation
Automation has always been a popular concept. Once a staple of science fiction lore, it’s now become part of modern daily lives. One example is office automation which began back […]
Amazon Web Services vs. Microsoft Azure: 3 Things Every CTO Should Know I’m often asked why I opt to use Microsoft Azure rather than Amazon Web Services (AWS). According to […]
When it comes to Microsoft Dynamics 365 for Customer Engagement/CRM, the core sales entities, such as Lead, Account, Contact, and Opportunity, usually get most of the attention. But one of […]
InsideView Insights no longer bundled with Dynamics 365 On January 16th Microsoft emailed thousands of Dynamics 365 customers (and us partners) informing that InsideView Insights will no longer be bundled […]
CRM Software Success: 3 Frequently Overlooked Red Flags
Are you considering a new CRM software system? CRM software (customer relationship management software) is designed to help organizations reach business goals like: Converting more prospects into sales Creating a […]
Dynamics 365 April 2019 Release Notes Are Here
If you have been keeping an eye on the Microsoft Documentation site, you will have noticed the "Release Notes" sections. Microsoft started publishing the Release Notes for the Spring 2018 […]
How to Integrate AI into Your Asset Management Firm with Dynamics 365 CRM As competition grows between asset management firms, it’s more important than ever to take advantage of every […]
Dynamics SharePoint Organizer (SPO) - New Features
With Dynamics SPO, CRM users can upload CRM documents, with metadata from CRM records, to any folder and related folders in SharePoint Locations. Click here to download free trial version. […]
Can CPQ (sales proposal automation) improve Dynamics CRM adoption?
Your Dynamics CRM is loaded with features and functionality that are proven to improve and speed how you do business on most every level. The sad fact is that your […]
Adding Value to Microsoft Dynamics 365 with Document Generation
Automation has always been a popular concept. Once a staple of science fiction lore, it’s now become part of modern daily lives. One example is office automation which began back […]
Amazon Web Services vs. Microsoft Azure: 3 Things Every CTO Should Know I’m often asked why I opt to use Microsoft Azure rather than Amazon Web Services (AWS). According to […]
When it comes to Microsoft Dynamics 365 for Customer Engagement/CRM, the core sales entities, such as Lead, Account, Contact, and Opportunity, usually get most of the attention. But one of […]
InsideView Insights no longer bundled with Dynamics 365 On January 16th Microsoft emailed thousands of Dynamics 365 customers (and us partners) informing that InsideView Insights will no longer be bundled […]
CRM Software Success: 3 Frequently Overlooked Red Flags
Are you considering a new CRM software system? CRM software (customer relationship management software) is designed to help organizations reach business goals like: Converting more prospects into sales Creating a […]
Dynamics 365 April 2019 Release Notes Are Here
If you have been keeping an eye on the Microsoft Documentation site, you will have noticed the "Release Notes" sections. Microsoft started publishing the Release Notes for the Spring 2018 […]
How to Integrate AI into Your Asset Management Firm with Dynamics 365 CRM As competition grows between asset management firms, it’s more important than ever to take advantage of every […]
Dynamics SharePoint Organizer (SPO) - New Features
With Dynamics SPO, CRM users can upload CRM documents, with metadata from CRM records, to any folder and related folders in SharePoint Locations. Click here to download free trial version. […]
Can CPQ (sales proposal automation) improve Dynamics CRM adoption?
Your Dynamics CRM is loaded with features and functionality that are proven to improve and speed how you do business on most every level. The sad fact is that your […]