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 …
Posts Tagged ‘Microsoft Dynamics CRM 2016’
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 …
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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 …
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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 …
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 …
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 …
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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 …
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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, …
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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 …
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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 …
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