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

 
 

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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Dynamics SharePoint Organization (SPO) Configuration Explained

Dynamics SharePoint Organizer (SPO) is the product you need to manage how documents are uploaded from CRM to SharePoint, the file structure and folders names where documents are saved, and the metadata to be uploaded with the documents, from attributes of CRM records. This metadata is saved in SharePoint columns, to improve SharePoint search results, […]

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nVerge 2018 – a must-attend technology conference for business execs and end-users

Technology is embedded in everything we do. There are numerous CRM solutions out there that could supercharge your business and help you achieve an end to end efficiency. But how can you find the right one for your company or make sure the solution you're currently using is still up to date? Here at FMT […]

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Microsoft Optimizes Delivery of Microsoft Dynamics 365 Cloud Version with Continuous Deployment Updates

Microsoft is changing the way Microsoft Dynamics 365 updates will be delivered: major cloud updates will be deployed twice a year in April and October to provide new capabilities and functionality to all Dynamics 365 users. These updates will be backwards compatible, while regular performance updates will be rolled out throughout the year as before, […]

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Overview of Dynamics 365 for Marketing | 2018 Release Notes | Marketing Automation

Overview of Dynamics 365 for Marketing October '18 release Dynamics 365 for Marketing delivers comprehensive capabilities for creating and running multi-channel campaigns to generate leads for your sales team using simple drag-and-drop design tools. In the October '18 release, new capabilities include account-based marketing and deeper LinkedIn integration. The marketing app also supports additional languages […]

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FastTrack Implementation Services for Microsoft Dynamics 365

Announcing FastTrack Implementation Services for Microsoft Dynamics 365. FastTrack is a fixed cost/scope, rapid implementation service that gets your company up and running quickly and cost-effectively. We offer FastTrack for Dynamics 365 Sales, Marketing or Service. Why a "rapid" implementation approach works - There are several things coming together in the CRM space that enables a […]

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