In this post I wish to demonstrate two workflows to automate the upload of documents from Notes to SharePoint, with metadata from the regarding entity to the note, and a workflow to update metadata columns in SharePoint, when the value of an attribute (field) is changed. The workflows are part of Dynamics SharePoint Organizer (SPO) […]
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“Organizations with integrated ERP and CRM are 2.5 times as likely to have the ability to share and integrate data with the extended enterprise,” according to Aberdeen research (August 2016). Is your company using an integrated ERP and CRM system? Do you work with just one software package and one software partner? Not all technology […]
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Our CRM Software Blog members are an active group. You can meet many of them personally in the Expo Hall at the CRMUG and D365UG events at User Group Summit Phoenix – October 15-18, 2018. Take a look at the company names below, click on the link to learn more, then tweet them to make […]
continue reading...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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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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Hurray, the Dynamics 365 October 2018 Release Overview has arrived! CRM nerds rejoice! The Business Applications October 2018 release bring some pretty significant updates with it that can allow for your business to further maximize efficiencies and enhance business processes leveraging the Dynamics 365 technologies. Let's dig in and take a high-level look at some of […]
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As more customers look online to make retail purchases, it’s important that businesses do not just sell a great product, but that they also know how to get it to the customer. The accuracy of shipping time is a vital consideration for anyone looking to sell online. And, in 2018, you really should be looking […]
continue reading...Consider having Word template for the Order Entity, and you wish to insert / merge it with a Word Template for Quote and for Opportunity, to generate one document from these three entities. This feature is now available as a Workflow step of Dynamics PDF-Docs. Currently, when new document is generated from CRM Word Template […]
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By Bruce Coffman, emfluence Marketing Platform Channel Sales Manager Every salesperson wants things right now. Quality leads, effective marketing materials, pricing or contract concessions. Whatever is needed to close more deals, reach their goals, earn more commission. The problem is, not every prospect or client, even if showing initial interest, is on their same […]
continue reading...A bug was found about the 14th July 2018 in CRM Online release 8.2.2.2060, and now in release 9.0.2.1087, when using CRM Workflow step Perform Action>SetWordTemplate to create document from Word Template, and attach the Word Document to a Note. At the end of the Word document there is additional text WordTemplateExportRecordid: followed by one […]
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