CRM Software Logo

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

 
 

Posts Tagged ‘Microsft Dynamics CRM Tips’

5 Time-Saving Features in the Dynamics CRM 2015 Tablet App

When it was released earlier this spring, Microsoft Dynamics CRM 2015 update 1 brought with it a variety of enhancements to help users make the most of their busy days. One of the best of these new features was a totally redesigned tablet app. It was revamped to make the things that people do most […]

continue reading...

WebSan Offers “Top 5 Features in Microsoft Dynamics CRM 2015” Webinar

MS Dynamics CRM vs Salesforce  Sign up for a free CRM course! Download a FREE CRM Demo Microsoft Dynamics CRM 2015 was designed to address a business's need to collaborate among different divisions and groups within the organization and to meet the changing needs of their customers. In line with this release, WebSan will offer a […]

continue reading...

Helpful Bulk Delete Tool Makes it Easy to Manage Records in Dynamics CRM 2011

If you've used any kind of CRM system in the past, you know that they're most effective when the records they contain are kept clean and up-to-date. But, for many people cleaning records is nowhere near the top of their priority list. We all seem to stay so busy just attending to those things on […]

continue reading...

3 User Productivity Tips in Microsoft Dynamics CRM

Microsoft Dynamics CRM 2011 offers many productivity enhancements. We hope you enjoy these time saving tips. Look for more in future blogs. 1) Bulk Edit Save time in making changes to many records at once using bulk edit. Select multiple account records on a list and click the edit button on the ribbon bar. A […]

continue reading...
 

 
 
Show Buttons
Hide Buttons