Dynamics CRM/365 Workflow Tips and Tricks

Utiliser des workflows pour optimiser vos processus d’affaires avec Microsoft Dynamics 365

Un des principaux avantages des plateformes Microsoft Dynamics 365 et Microsoft Dynamics CRM est qu’elles peuvent être facilement optimisées pour répondre à vos besoins d’affaires et s’adapter aux processus de votre entreprise. Une façon simple d’améliorer votre productivité est l’utilisation de workflows (flux de travail). Cette fonctionnalité permet de rationaliser vos processus d’affaires et d’améliorer …

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Using Workflows to Optimize your Business Processes in Microsoft Dynamics 365

One of the major advantages of the Microsoft Dynamics 365 and Microsoft Dynamics CRM platforms is that they can be easily adapted to fit your business needs and optimized to match your organization’s processes. One simple way to improve productivity is through the use of workflows. This feature makes it easy to streamline your business …

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Word Document Templates that use FetchXML for Complex Data Retrieval

Dynamics CRM now allows you to create and persist Document Templates using Microsoft Word. We were intrigued by this functionality and began to explore it immediately, but discovered one shortcoming. The user interface in CRM forces you to select a single starting entity and only entities that have a direct relationship for the data. But …

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Workaround for Generating a Report from SSRS and Displaying on Webpage

As I’ve been developing in Microsoft Dynamics CRM, I’ve come to learn that if there’s an issue, chances are it stems from report generation and SSRS. We were developing our new customer portal and as a part of the customizations, it required a report generated from CRM to be displayed on a webpage in the …

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New Search Functionality On Microsoft CRM – You Are Going to Love It

Microsoft Dynamics CRM has made steady improvement over the years in their search functionality, making it easier for end users to find the data they need. But one area that still was lacking was the ability to search across entities in CRM. As an end user myself, I often look for a business I need to …

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Create Custom Invoice, Quote and Order in Dynamics CRM

If you are familiar with Microsoft Word, you can now customize Dynamics CRM reports such as Invoice, Quote and Order, in the same way you edit a document with Microsoft Word Dynamics Docs are MS Word based templates with merged fields from CRM entities. Templates are free of charge; you only pay for the license …

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Streamline Sales Efforts with Microsoft Dynamics CRM Business Process Flows

Optimizing business processes is a fundamental strategy to generate more profit in any business. There are many ways to get more out of your top line, and one of the best is to slim down the time and cost of selling through analysis and improvement. To do this, you need consistent and accurate sales data across …

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7 Tips to Make Your CRM Business Strategy A Success

Today’s digital world is progressively changing the way that clients interact with professional services firms. Client expectations are shaped by day-to-day consumer experiences where immediate responses and on-demand self-service access to information is the norm. Now more than ever, building trusted relationships and maintaining a solid reputation depends on delivery of outstanding and increasingly distinctive …

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Is Your Technology Inhibiting Your Growth?

Technology – or lack of the right technology – can be the difference between growth and stagnation. When systems are lacking and workflows uncharted, you spend more time coaxing information out of spreadsheets and emails than creating growth. Here are three signs your technology is holding you back from growing your channel: Your Partner Channel …

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3 Simple Steps to Make Sure Leads Are Tracked Right

Most prospects looking at a product or service will take time evaluating their options. Studies have shown that it will take at least 4 contacts to bring on board a new client, and that in 50% of the cases, the sales process will pause completely before a prospect will ultimately decide to buy. It can …

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