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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘ISV’

Many Price Lists (discounts) in Single Quote Form

Today’s post is about the product grid in Quote entity, and having more than one price list in a quote. In CRM out-of-the-box, the quote form provides you the selection of one price list per quote. The assumption is that the client that the price quotation is prepared for is entitled to one set of […]

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Peak Portals Introduces Private Discussion Groups & KB Articles

Peak Portals 2.3 introduces one of our most requested features – “private” Discussion Groups.  Want to let your partners participate in a discussion that your customers can’t see? You can do that now in version 2.3, here’s how: To make a Discussion Group private, assign it to one or more Portal Security Roles.  Only users […]

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CRMUG Summit & Product Announcement

Thank you to those who were able to make our “Increase Your Engagement, Not Your Budget,” session at CRMUG’s The Summit event! During our session we had the opportunity to show you the value of Peak Portals, have a customer tell you how the portal has been a value to them and also had the pleasure […]

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Microsoft Dynamics CRM and FieldOne: A Beautiful Marriage for Customer-centric Field Service Management

  In the past decade we have seen a whole spectrum of customer-centric businesses realize the need for better, integrated field service management tools. Whether it be for on-site maintenance, repairs, installations, or contracted services, Field Service Management solutions are used by many different industries for many different reasons. It came as no surprise to us when […]

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3 Tips for Building Your Next Newsletter Using an HTML Block Editor

Can't code? No problem! Not all marketers have the skills or are comfortable enough with HTML to produce newsletters using code alone. Luckily, almost all email marketing software tools today provide users with the option to use a WYSIWYG (what you see is what you get) HTML editor, also referred to as an HTML block […]

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