contacts

Setting the Stage During the recent Microsoft Business Applications Summit, Microsoft announced the availability of the "2019 Release Wave 2 Plan". The Release Plan covers all of the upcoming updates for Dynamics 365 and the Power Platform (PowerApps, Microsoft Flow, and Power BI). For many CRM users the breadth of areas to keep up with …

Highlights of Upcoming Dynamics 365 October 2019 Updates Read More »

Dynamics CRM 2015 essentially comes in three different user interfaces: the CRM web, the Outlook Client and the CRM mobile app.  The user’s experience is highly dependent on how they choose to access their CRM data.  At AKA, we spend a lot of time considering how to best configure the user experience within these different …

Dynamics CRM 2015 Outlook Client: The Top 5 Reasons to Roll it Out Today Read More »

Dynamics CRM automates many aspects of list management; for example, when opportunities are closed and marked as "won", Dynamics CRM can automatically update accounts from prospects to customers. Additionally, Dynamic marketing lists can automatically update. For example, when your business development team closes accounts, Dynamics CRM will automatically remove the contacts and companies from your …

Keep CRM Contact Lists Clean with Excel Automation Read More »

Show Buttons
Hide Buttons