A Quick Introduction to Business Process Flows in Microsoft Dynamics CRM 2013
What are Business Process Flows? Business Process Flows in Microsoft Dynamics CRM 2013 are a new and powerful addition to the Processes section that helps visualize the necessary steps in a business process. From MSDN: A business process flow guides you through various stages in the business process, from start to finish. …..The process flow …
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Dynamics CRM 2015 Rollup Fields and Calculated Fields
By Barkley Busby Vice President & Co-Founder, 2B Solutions In CRM 2015, there have been some significant investments in the way power users can build insights with the data stored in their CRM system without overwriting any code. To do this, two new features have been introduced: Rollup Fields and Calculated Fields Rollup Fields Rollup …
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Over 20 New Videos Showcasing Microsoft Dynamics CRM Spring '14 Release
By Barkley Busby Vice President & Co-Founder, 2B Solutions The Microsoft Dynamics CRM team is providing yet another way for customers and prospects to learn more about the Dynamics CRM Spring '14 Release. You can read about what's new in Social Listening, Customer Service in an eBook or download the entire Release Preview Guide. Or, you can watch …
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Microsoft Dynamics CRM Show Me the Demo! Register or Watch On-Demand
| By Barkley Busby Vice President and Co-Founder, 2B Solutions As a Microsoft partner, I'm excited to share a new online demo series: "Microsoft Dynamics CRM Show Me the Demo!" Each LIVE event is online and provides useful information along with a product demonstration and Q&A. The next scheduled event will be held on September …
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Stay Up To Date with Key Marketing Trends for 2013
Savvy businesses are shifting their emphasis off of themselves and onto their customers and prospects. Customers and prospects, empowered by the Web and social tools, have more control over the brand than ever; delivering hyper personalized campaign interactions to them is today's challenge. CoreMotives and MIG have a white paper entitled "6 Key Marketing Trends …
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Microsoft Dynamics CRM: A Customer Relationship Management System Integrating With Excel
One of the enhancements hinted at for the pending update to Microsoft Dynamics CRM 2012 is improved integration with Microsoft Office. While Dynamics CRM support for Outlook is already solid, some are expecting new capabilities for working with CRM records in Excel and possibly Word. Obviously this will be welcome news, but many Dynamics CRM users …
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STAR Helps Dynamics CRM Online Meet Security and Regulatory Requirements
Back in July, the Microsoft Dynamics CRM team had an important announcement on cloud security that may have flown under the radar for many of us. Microsoft had registered CRM Online with the Cloud Security Alliances' STAR (Security, Trust, & Assurance Registry) program. That's a mouthful. Translation: Dynamics CRM Online has met certain data security …
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Social Dialtone for Microsoft Dynamics CRM 2012
Microsoft has done a great job talking up the social aspects of their pending upgrade to Microsoft Dynamics CRM 2012. Building on its Activity Feeds foundation, Dynamics CRM 2012 will support Facebook-style liking and unliking of posts, along with the ability to filter a “time-line” view based on Twitter-style hashtags (#) or other criteria. This …
Microsoft Dynamics CRM Ribbon Customization
One important thing to bear in mind while choosing software is to make sure you will have the capability of customizing it later. Microsoft Dynamics CRM is programmable and changeable at a core level and it will come in handy when you need to do modifications to help the everyday users. For example: the Microsoft …
FYI: CRM Anywhere for Microsoft Dynamics CRM 2012 Delayed
In a previous post, we wrote about the new mobility capabilities planned for Microsoft Dynamics CRM 2012 Update. To refresh your memory, the 2012 Update would be executed on the Dynamics team's “CRM Anywhere” strategy. The goal was to offer cross-browser access (Safari – Firefox – Chrome) for Dynamics CRM, as well as a native …
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