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Posts Tagged ‘Microsoft Dynamics CRM 2016’

What do I do about Microsoft Dynamics 365?

If you use Microsoft Dynamics CRM Online, at some point in the next 12 months you’ll be  confronted a question. How do you want to manage the transition to Microsoft Dynamics 365? We recently hosted a webinar on Dynamics 365 and the most questions by far came from existing Dynamics CRM users nervous about the […]

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Service Case Customer Field Not Required in Dynamics CRM 2016

I ran into an issue recently trying to make the Case Customer field not required in Microsoft Dynamics CRM 2016.  I needed to make this field not required so I could populate the value once the Case was saved, by using a workflow based on another lookup field on the Case.

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Project Service Automation for CRM – Planning and Delivery

Planning and Delivery of PSA In Part 1 of this series, we posted a brief introduction to the Project Service Automation solution for Microsoft Dynamics CRM Online. This is Part 2 of a four-part series on Microsoft Dynamics CRM Project Service Automation, or PSA, as it is more easily referred to. This part will dive a little […]

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Top Benefits of Microsoft Dynamics CRM Online

As more and more software is being offered on a cloud platform, we’re seeing a reduction in pricing that is giving companies a reason to make the move. Purchasing and maintaining servers is becoming a thing of the past thanks to affordable cloud technologies. And applications that allow employees to communicate (email, collaboration solutions) and […]

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Microsoft Dynamics CRM Implementation – Data Migration and Integration Deserve Respect (part 1)

This is the first of a two-part post intended to get you thinking about Microsoft Dynamics CRM data migration and integration prior to the start of your project. Most Microsoft Dynamics CRM implementations require some sort of data migration and/or system integration. The client wants to bring over current and legacy data. Conceptually, it’s a no-brainer as […]

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5 Most Exciting New Features in Microsoft Dynamics CRM 2016

We surveyed the xRM³ team and pulled together the 5 most exciting new features in Microsoft Dynamics CRM 2016. As a group, we are thrilled about Microsoft Dynamics CRM 2016 and are looking forward to showing you all the new stuff! Visit our website and request to be added to our webinar invitation list. We'll […]

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The Single Biggest Improvement in Microsoft Dynamics CRM 2016

Engineers no doubt spent hundreds, maybe thousands, of hours adding improvements to the newest release of Microsoft Dynamics CRM 2016. But what do I think my customers will feel is the single biggest improvement? The user navigation. With the new navigation bar, it's easier and faster to find the information you need. When you click the […]

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How to Create Routing Sets and Routing Rules in Microsoft Dynamics CRM

Routing rules are a valuable addition to the recent updates in Microsoft Dynamics CRM. Routing rules are available in both 2015 and 2016 versions of Microsoft Dynamics CRM. Here at xRM³, we’ve been using Microsoft Dynamics CRM routing rules for a while. We also have several clients who are now enjoying the ease of use provided […]

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Effectively Brand Your CRM with Themes in Dynamics CRM 2016

MS Dynamics CRM vs Salesforce  Sign up for a free CRM course! Learn more about CRM's features You can now brand your CRM! Themes allow you to apply your distinct logo and color scheme to your Dynamics CRM environment. Three simple clicks and you are well on your way to a CRM environment with a look […]

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The First Add-On to Dynamics CRM 2016 Document Generation – PDF Docs !

Document Generation is a new feature available in Dynamics CRM 2016. You no longer need to manually extract CRM data for documents such as Account summaries, Quotes, Orders, Invoices, and similar. With one click users can easily generate a document from CRM using pre-defined Word and Excel templates. Dynamics PDF-Docs is an upgrade on our […]

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