CRM Software Logo

Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

CRM Online

Take Scheduling to the Next Level with Dynamics 365 Field Service

One of the newer modules in the Dynamics 365 family, Field Service, leverages the latest technology offered by Microsoft and combines it into one powerful solution. D365 Field Service is an integrated solution with your current D365 environment, enabling you to be field ready with your already configured environment, filled with customer data. D365 Fields […]

continue reading...

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. Two new features released today. New Metadata - Multi-Select Option Sets When the metadata is retrieved from CRM field of multi-select option set, the selected […]

continue reading...

Ease Navigation, Edit the Site Map in Dynamics 365

There is a standard sitemap for all Dynamics 365 instances, but chances are the default sitemap does not scream ease of navigation for your organization. It is important that Users can easily find the entities they need without hunting column by column, and more importantly, they see what they need to see, and ONLY what […]

continue reading...

Shopping Cart for Dynamics CRM Portal with Payment Gateway

Offer products and services from any CRM entity for your clients to purchase from CRM Portal using Dynamics Shopping Cart module. Add items to basket, and proceed to Checkout for payment. Solution includes: CRM Shopping Cart Configuration Wizard (FREE) – Step by step Wizard to configure Dynamics CRM portal to display products or services as […]

continue reading...

Les 5 fonctionnalités de la mise à jour d’octobre 2018 de Microsoft Dynamics 365 que nous attendions le plus

La dernière mise à jour cloud majeure de Microsoft Dynamics 365 est finalement arrivée le mois dernier ! En effet, la version d’octobre 2018 de Business Applications amène une nouvelle gamme de fonctionnalités et d’améliorations que nous attendions impatiemment.   Comme nous en avions parlé précédemment, tous les utilisateurs de Microsoft Dynamics 365 doivent migrer […]

continue reading...

Top 5 Microsoft Dynamics 365 October 2018 Release Features

The next major cloud update for Microsoft Dynamics 365 arrived this month! The upcoming Business Applications October 2018 release comes with a host of features and enhancements that we are really excited about.   As mentioned previously, all Dynamics 365 users will have to migrate to the new version by January 31, 2019 to take […]

continue reading...

Upload CRM Documents to SharePoint – Store by Document Types

The procedures and policies of how an organization stores documents uploaded from CRM to SharePoint vary between companies. Actually, the two most important parameters in storing documents in SharePoint are metadata and the folder structure where documents are stored. CRM out-of-box (OOB) integration with SharePoint provides mechanism to upload documents from Dynamics CRM to SharePoint […]

continue reading...

How to set SPO Functionality for the Account Entity – Step By Step Instructions

How to set SPO Functionality for the Account Entity - Step By Step Instructions SharePoint Connection Setup In CRM - Settings> SPO Configuration>SharePoint Connection Tab In this example the SharePoint Document Library is Accounts. The connection settings above should correspond to the SharePoint URL format of the Document Library - Accounts, as in this image […]

continue reading...

Two or more Documents Attached to CRM Email using Word Templates.

There are occasions you need to Email two or more documents generated from two or more CRM Word Templates with one Email. Emailing one Email for each document, both Emailed to same recipient or list of recipients, is not the preferred option. The content of the two documents can be related to each other and […]

continue reading...

Dynamics PDF Any

Dynamics PDF Any As part of our policy providing tools for Dynamics CRM users to create and manage documents in CRM, we have now released new product -Dynamics PDF-Any. With Dynamics PDF-Any CRM user can select and PDF files from Emails’ attachments, Notes, and hard disk, and create PDF document, attach the PDF document to […]

continue reading...
 

 
 
Show Buttons
Hide Buttons