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How to Compare CRM Options for the Employee Benefits Broker Industry
- Insurance benefits brokers know that using a good CRM system can make them more productive. But, finding one can be easier said than done. A good CRM system can help any business quickly identify new sales opportunities, manage follow-through from lead to close, and nurture existing customers. But the methods and terminology used in the […]
- Insurance benefits brokers know that using a good CRM system can make them more productive. But, finding one can be easier said than done. A good CRM system can help any business quickly identify new sales opportunities, manage follow-through from lead to close, and nurture existing customers. But the methods and terminology used in the […]
Examples of Grouping Information and Records in Microsoft Dynamics CRM
- Microsoft Dynamics CRM holds a tremendous amount of information; but it is even more powerful when that information can be easily organized and grouped in the way you want to see it. Out of the box you are somewhat limited with what is available in Dynamics CRM as everything is shown in a list format. […]
- Microsoft Dynamics CRM holds a tremendous amount of information; but it is even more powerful when that information can be easily organized and grouped in the way you want to see it. Out of the box you are somewhat limited with what is available in Dynamics CRM as everything is shown in a list format. […]
Dynamic Values for Custom Entities in Email Templates
- Creating Email Templates in Microsoft Dynamics CRM a very simple task, on the surface. You write what the Subject will be, followed by the Body of the message, and just like that you’ve created an email template. However, there are instances when you might want to add some Dynamic values based on the record. Inserting […]
- Creating Email Templates in Microsoft Dynamics CRM a very simple task, on the surface. You write what the Subject will be, followed by the Body of the message, and just like that you’ve created an email template. However, there are instances when you might want to add some Dynamic values based on the record. Inserting […]
How To: Standardize Telephone Numbers with Javascript in Microsoft Dynamics CRM
- How to add Telephone Number Standardizing Javascript to CRM 2011 and 2013: Instructions for CRM 2011: The script found below will take a string of 10 numbers and convert them to the following format: (###) ###-####. Identify the script to be used: function FormatPhoneNumber(fieldName) { var oField = Xrm.Page.getAttribute(fieldName); var sAllNumeric = oField; […]
- How to add Telephone Number Standardizing Javascript to CRM 2011 and 2013: Instructions for CRM 2011: The script found below will take a string of 10 numbers and convert them to the following format: (###) ###-####. Identify the script to be used: function FormatPhoneNumber(fieldName) { var oField = Xrm.Page.getAttribute(fieldName); var sAllNumeric = oField; […]
CRM Workflow: Email CRM Report as PDF Attachment
- There are two ways to Email a CRM report as a PDF attachment, depending whether the CRM is online or on premise CRM On-Premise Using Dynamics Workflow you can schedule how and when the workflow will create a new Email message, and attach it to the Email report in PDF format, using SQL Server Reporting […]
- There are two ways to Email a CRM report as a PDF attachment, depending whether the CRM is online or on premise CRM On-Premise Using Dynamics Workflow you can schedule how and when the workflow will create a new Email message, and attach it to the Email report in PDF format, using SQL Server Reporting […]
CRM metadata saved in SharePoint columns
- CRM metadata saved in SharePoint columns The alternative & better CRM and SharePoint integration In previous post we promoted the idea of “CRM is from Mars, SharePoint is from Venus”(Read More...), which concludes that OOB CRM integration with SharePoint creates too many folders and sub-folders, while best practice is using metadata from CRM records and […]
- CRM metadata saved in SharePoint columns The alternative & better CRM and SharePoint integration In previous post we promoted the idea of “CRM is from Mars, SharePoint is from Venus”(Read More...), which concludes that OOB CRM integration with SharePoint creates too many folders and sub-folders, while best practice is using metadata from CRM records and […]
Overview of Case Management in Microsoft Dynamics 365 for Customer Service
- Microsoft Dynamics 365 for Customer Service is a powerful system to unify the way people experience your business. It makes information available across engagements so your agents can offer the consistency and personalization your customers expect (and require). One area that we feel is especially powerful for our clients is Case Management. Would your company […]
- Microsoft Dynamics 365 for Customer Service is a powerful system to unify the way people experience your business. It makes information available across engagements so your agents can offer the consistency and personalization your customers expect (and require). One area that we feel is especially powerful for our clients is Case Management. Would your company […]
New Feature in Dynamics 365 : Using PowerApps and Microsoft Flow with CRM
- Microsoft Mechanics is a YouTube channel that appeals to power users and developers on Microsoft Products. In this recent video, Luis Camino demonstrates how PowerApps and Microsoft Flow can be used to build custom Line of Business (LOB) apps which integrate Dynamics 365 data and processes with other applications. Dynamics 365 Enterprise Subscriptions includes […]
- Microsoft Mechanics is a YouTube channel that appeals to power users and developers on Microsoft Products. In this recent video, Luis Camino demonstrates how PowerApps and Microsoft Flow can be used to build custom Line of Business (LOB) apps which integrate Dynamics 365 data and processes with other applications. Dynamics 365 Enterprise Subscriptions includes […]
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 […]
- 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 […]
How to Create a Better Online Customer Experience with Live Assist in Microsoft Dynamics 365
- Are your customers frustrated? Are they waiting on hold, then asked to repeat their information over and over again? Live help should be just one click away. Surveys show that the communication channels that have the highest customer satisfaction levels are live chat followed by voice/phone support. Can your customer service agents chat, co-browse and […]
- Are your customers frustrated? Are they waiting on hold, then asked to repeat their information over and over again? Live help should be just one click away. Surveys show that the communication channels that have the highest customer satisfaction levels are live chat followed by voice/phone support. Can your customer service agents chat, co-browse and […]
