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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.


If you ‘re currently using Microsoft Dynamics CRM online, you may have recently received a notification from Microsoft asking you to confirm your scheduled upgrade to Microsoft Dynamics CRM 2016. Although Microsoft will automatically schedule your upgrade to occur on a specific date, you have the option of either approving or rescheduling to a date of […]

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MS Dynamics CRM vs Salesforce  Sign up for a free CRM course! Learn more about CRM's features The newest mobile app released by Microsoft for Dynamics CRM takes the user experience to a whole new level. The newest release is compatible with Dynamics CRM 2015 Update 1 and above. Below are some notable tips and tricks […]

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CRM 2016 now offers a better way to create and utilize document templates. The older versions of CRM were very limited in the entities that could be associated to an email or mail merge template. The new process allows users to select a primary entity and then choose both a 1:N and N:N relationship. Unfortunately, […]

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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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At ClickDimensions, we are often asked if it is possible to automatically create and update a Dynamics CRM contact record based on the information entered into a custom entity record. For example, a university may have a custom parent entity that is used to store information about their students’ parents. The university sends emails to these […]

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Microsoft Excel templates are a great time saver when you frequently need to export Microsoft Dynamics CRM 2016 lists to generate reports.  Imagine that every time you export a list to Excel, you need to add a new column with a calculation.  With an Excel template, the system will remember your additional column and calculation […]

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As part of the Microsoft Dynamics CRM 2015 release, Hierarchy Visualizations was introduced as a new functionality that allowed us to look at records and their relationships in a new way. Hierarchy Visualizations presented the relationship in an easy to understand graphical format.  For example, below we see the relationship between Accounts.       From […]

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We recently came across a problem in Microsoft Dynamics CRM 2015 where the Converting Activities function was not working. A customer noted that on the appointment, email, letter, and fax activity forms, the “convert to” menu link for Opportunity and Case did nothing. On other types, these menu items worked as expected. We worked through […]

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If You Thought That Was Cool … Wait Till You See This Woody Davis In my experience with Microsoft Dynamics CRM, I’ve witnessed a product evolving over time. The CRM Development team is constantly improving on the previous version and finding creative ways to engage an organization’s customer base. And now, with Dynamics CRM 2016, […]

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I may be a little late to the game here as I have been mostly working with CRM2013. But, I recently began testing around with CRM2016 and am loving it so far. Is anyone else as excited as I am for the new menu navigation that is now part of CRM2015 and CRM2016? Seriously, the […]

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