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

 
 

Microsoft Dynamics CRM experts offer advice, training tips and customer updates to help existing users of Dynamics CRM get the most out of their customer relationship management software system.


Business Case When an account or a contact isn’t purchasing we might think of them as “inactive” – and CRM offers a button on the ribbon to ‘deactivate’ the record - but is that the right way to manage the status of a record? - Typically not. – The Active/Inactive status of CRM records really […]

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What features do you think should be added to CRM? – or what long-time feature needs to get a “little work done” to bring it up to speed? – Fortunately there’s a great way to feed that information directly into the CRM Product team. Microsoft Connect (http://connect.microsoft.com) is one of the primary channels for submitting […]

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If you work in Outlook all day, every day, then you’re probably in the majority. In the corporate world, email is the way we communicate, get projects done, and ultimately run our businesess as efficiently as possible. You’re probably also very comfortable in Outlook if you’re in there all day. Adding a system to this […]

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If you’ve ever helped troubleshoot a balky CRM-Outlook configuration, you know that there are a number of reasons why it might be misbehaving – the ‘cure’ could be locally with the configuration, with Outlook, within a CRM configuration or security. Our friends in Redmond have released a new tool to help guide customers with Outlook […]

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The Advanced Find feature in Microsoft Dynamics CRM 2011 is not used nearly enough.  After talking to CRM prospects, we've found that this feature would be able to solve many of their issues with getting data out of their current customer tracking system simply by being able to create their own custom views. A view is simply a […]

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Marketing is my game.  It’s what I do every day.  I eat, breathe, and sleep marketing.  Therefore, my blog posts tend to be very marketing oriented and “prospect facing” as we say in the industry.  But I decided for a change of pace to get technical.  So with the help of some techie colleagues and […]

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Sooner or later, you will come across a more complicated report than can be handled in the report wizard or with custom views in CRM 2011. No problem, just write one in reporting services using Business Intelligence Developer Studio, right? But what if you want to use filtering in CRM to allow users the flexibility […]

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With CRM 2011, dashboards and charts can be made on any entity, within minutes, to help you visually see what you want to see.  Do you want to improve the visual look even more by making your CRM Charts look like this? It’s so easy a non-techy person can do it! This process works for the existing […]

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In my previous post, I discussed using goals to enable rollup notifications in Microsoft CRM. One piece of feedback that I get when I tell people about the goal functionality in CRM is “that looks really nice, but it would take a lot of work to manually create goals for frequently repeating time periods?” This […]

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Many people use workflows in Microsoft Dynamics CRM to trigger and send record-based notifications—for example, notifying sales representatives when a new account is assigned to them, or notifying a customer when a case is closed. But sometimes you don’t want a single-record notification—you want a cumulative notification when a certain threshold is reached. Let’s say […]

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