When adding leads and contacts to Microsoft Dynamics CRM/365 wouldn't it be nice if the email address could be verified automatically? Incorrect email addresses prevent your messaging from reaching the intended recipient and causes headaches for marketers. We have developed a solution - Email Verification for Microsoft Dynamics CRM/365. As you enter a lead or …
Email Address Verification for Microsoft Dynamics CRM/365 Read More »
Let's hear it for Microsoft for listening to its users! Editable Grids have been one of the most requested features over the last several iterations of Dynamics CRM. There have been several add-ons for Dynamics CRM to add this functionality; however, they were usually either very expensive or underpowered. The first editable grid solution came with …
The many functionalities of Editable Grids in Dynamics 365! Read More »
Bruce Biron, joins ACE Microtechnology, Inc. as Microsoft Dynamics CRM Practice Lead ATLANTA, GA, August 2015 - ACE Microtechnology (ACE) a global business and technology services firm that provides Microsoft Dynamics Solutions - Microsoft CRM and Microsoft Dynamics GP (formerly Great Plains), has welcomed a new team member, Bruce Biron. Bruce brings over 15 years …
Bruce Biron, Joins ACE Microtechnology, Inc. as Microsoft Dynamics CRM Practice Lead 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 »
If you use CRM for Tablets or you read the CRM Mobile Survival Guide, you are aware of the great functionality of the Tablet app: Modern design Almost full CRM functionality Support for JavaScript Support for embedded web resources (post CRM 2015) Business Rules Business Process Flow And if you use CRM on your smartphone, …
I recently was asked a question by someone upgrading from CRM 2011 to CRM 2015 who wanted to know if they should implement business process flow or keep using the legacy sales stage field. The majority of our CRM 2013 and 2015 deployments use business process flows for process driven entities like opportunities and cases. …
Dynamics CRM: Should You Use Business Process Flows? Read More »
Without user adoption of a new technology, why invest in the first place? Marketers and business development managers have an obligation to stress, encourage – even demand – user adoption best practices with the roll out of any new technology. Even if it’s just an upgrade, do your owners and CEO a favor: teach and …
5 Proven User Adoption Tips for Microsoft Dynamics CRM Read More »
Let’s say you want to show a few fields from one entity form on another. For example, your sales people would like to see the Relationship type of the parent Account, on a Contact form – a detail that saves the sales people the extra clicks of having to switch to the Account form to check. In CRM 2011, …
Microsoft Dynamics CRM 2013 – Display one or more Fields from one Entity Form on Another Read More »
To wrap up our discussion on activity feed posts and their functionality, I’d like to share an idea that we have used with a client which is repeatable and I think useful in all environments. We all have a need for reminders. There are so many things that we have to accomplish on a day to …
Form Social Panes and Posts in Dynamics CRM: Part 3 Read More »
Last time we discussed how the Posts portion of the social pane is configured and the functionality behind it, specifically for out of the box (OOTB) entities. In this post, I would like to discuss how we can extend the OOTB functionality to create additional custom posts. In this example we will discuss adding an …
Form Social Panes and Posts in Dynamics CRM: Part 2 Read More »
