Dynamics CRM New Features

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 …

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  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 »

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 »

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 »

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 »

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 »

MS Dynamics CRM vs Salesforce Sign up for a free CRM course! Learn more about CRM's features No Programming Knowledge? No Problem! Business Rules, which are delivered right out-of-the-box with Dynamics CRM, tackle client side logic in a user friendly way, allowing virtually anyone that is responsible for managing their company’s CRM to get off and …

Business Rules – Your Key to Programming Knowledge in MS Dynamics CRM Read More »

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