If You Thought That Was Cool … Wait Till You See This Woody Davis In my experience with Microsoft Dynamics CRM, I’ve witnessed a product evolving over time. The CRM Development team is constantly improving on the previous version and finding creative ways to engage an organization’s customer base. And now, with Dynamics CRM 2016, …
Microsoft Dynamics CRM 2011
If you offer clients periodical services or subscription-based products, you need to invoice them, usually once a month or within agreed billing cycle. Dynamics Workflows version 5 provides a flexible system to create recurring invoices based on Invoice Templates, Invoice Line Items Templates and workflows to automatically generate invoices every billing cycle and for the …
Recurring Invoices / Subscription Invoicing System Read More »
Thank you to those who were able to make our “Increase Your Engagement, Not Your Budget,” session at CRMUG’s The Summit event! During our session we had the opportunity to show you the value of Peak Portals, have a customer tell you how the portal has been a value to them and also had the pleasure …
Jinan Construction is a Chinese company developing multi-storey residential towers in countries like Australia and Asia. Flat’s prospects and buyers are managed with Dynamics CRM. The CRM solution includes, among other entities, the Legal Contract entity that stores the purchaser’s details and child entities (1:N) to manage payments schedule, clients requests for custom design and …
Jinan Construction Generates 300 Legal Contracts with Merge Fields from Dynamics CRM Read More »
Implementing, migrating, or upgrading Microsoft Dynamics CRM often requires the services of a certified CRM expert. A good Dynamics CRM partner will vastly increase the probability of a successful deployment. But there is also some work the client can do to ensure a positive result. Clients can help ensure a successful implementation by paying attention to …
5 Keys to a Successful Dynamics CRM Discovery Session Read More »
In a previous post I presented the features of this smart application, Dynamics Signature. In a well-organized company, it's common practice that all CRM Users have same structure of CRM Email Signature, otherwise each user will create their own signature with different content, contact details, and different size of company logo. This can be a nightmare for an …
If you ever paid for Dynamics CRM reports, burn this Post before your boss reads it! Combine easy to write CRM Reports and auto delivering of reports with CRM Workflows, for only $49 per assigned user (min 7 users) Reports provide useful business information to CRM users and clients. With Dynamics Docs, you don’t have …
Reports for Dynamics CRM- Don’t Let Your Boss Read this Post ! Read More »
One of the keys to great price proposal is providing options to your client. If you only give them one, they will perceive your proposal as a take it or leave it option. However, providing them options shifts the question from “do I purchase or not” to “do I purchase option 1 or option 2” …
Quote with Optional Products and Services with Dynamics Docs for Dynamics CRM Read More »
There are two ways to Email a CRM report as a PDF attachment, depending whether the CRM is online or on premise CRM On-Premise Using Dynamics Workflow you can schedule how and when the workflow will create a new Email message, and attach it to the Email report in PDF format, using SQL Server Reporting …
CRM Workflow: Email CRM Report as PDF Attachment Read More »
If you are familiar with Microsoft Word, you can now customize Dynamics CRM reports such as Invoice, Quote and Order, in the same way you edit a document with Microsoft Word Dynamics Docs are MS Word based templates with merged fields from CRM entities. Templates are free of charge; you only pay for the license …
Create Custom Invoice, Quote and Order in Dynamics CRM Read More »
