Dynamics CRM/365 New Features

Data Management in Nonprofits With Microsoft Dynamics 365

Microsoft Dynamics CRM 365 helps nonprofits to build strong relationships with donors, volunteers, and clients daily. They have created a solution that changes a powerful sales and marketing tool into a robust CRM tailored to non-profit needs. It provides a powerful yet user-friendly solution that can accelerate your operations which is both flexible and budget effective …

Data Management in Nonprofits With Microsoft Dynamics 365 Read More »

Dynamics 365 Spring 2019 Update is One Week Away

Microsoft Dynamics 365 Spring update. The next major update to Dynamics 365 is 1 WEEK AWAY! Microsoft has changed the way that updates to Dynamics 365 Online are deployed. In the past the update would roll out over a month or so and you would receive notifications of the date your system would receive the …

Dynamics 365 Spring 2019 Update is One Week Away Read More »

Email Address Verification for Microsoft Dynamics CRM/365

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 »

Looking Back At Microsoft Dynamics & CRM in 2016

Wow! What an amazing year of change and growth in the world of Microsoft Dynamics and CRM. Here is our pick of the most significant events in 2016 from our view in the UK. CRM 2016 Back in January, early adopters were deploying Microsoft Dynamics 2016. Some of the notable updates in this latest version included: New mobile …

Looking Back At Microsoft Dynamics & CRM in 2016 Read More »

The many functionalities of Editable Grids in Dynamics 365!

  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 »

Need Help Configuring AlwaysOn Availability Groups for Dynamics CRM 2016?

Configuring Dynamics CRM 2016/2015 with SQL Server 2014 AlwaysOn Availability By Shashank Chandra, Sr. Dynamics CRM Consultant Microsoft SQL Server Availability Groups provide a comprehensive high availability and disaster recovery solution. In this blog post we will see how to configure Dynamics CRM 2016/2015 with SQL Server 2014 AlwaysOn Availability Groups. The diagram below illustrates the …

Need Help Configuring AlwaysOn Availability Groups for Dynamics CRM 2016? Read More »

Chart Your Course to Success with Microsoft Dynamics CRM

A key benefit of Microsoft Dynamics CRM is how easily and efficiently you can display data in charts and dashboards. A chart is a visual representation of filtered data, or a view. A dashboard is a collection of charts, giving users an at-a-glance snapshot of the key performance indicators they want to track. Much like a …

Chart Your Course to Success with Microsoft Dynamics CRM Read More »

How to Create Routing Sets and Routing Rules in Microsoft Dynamics CRM

Routing rules are a valuable addition to the recent updates in Microsoft Dynamics CRM. Routing rules are available in both 2015 and 2016 versions of Microsoft Dynamics CRM. Here at xRM³, we’ve been using Microsoft Dynamics CRM routing rules for a while. We also have several clients who are now enjoying the ease of use provided …

How to Create Routing Sets and Routing Rules in Microsoft Dynamics CRM Read More »

Menu Navigation in CRM 2016

I may be a little late to the game here as I have been mostly working with CRM2013. But, I recently began testing around with CRM2016 and am loving it so far. Is anyone else as excited as I am for the new menu navigation that is now part of CRM2015 and CRM2016? Seriously, the …

Menu Navigation in CRM 2016 Read More »

How the CRM App is Different from the CRM Outlook Add-in

So you want to know how the CRM App is different from the CRM Outlook add-in? Well you have come to the right place. Microsoft Dynamics CRM already includes a full-featured CRM add-in for Microsoft Outlook called Dynamics CRM for Outlook. With Dynamics CRM for Outlook (also known as the “Outlook client”), you can do …

How the CRM App is Different from the CRM Outlook Add-in Read More »

 

Show Buttons
Hide Buttons