Viewing posts categorised under: Dynamics CRM

Dynamics 365 and Outlook — Artificial Intelligence Speeding Up Your Sales Process

Posted by Mark Abes in Dynamics CRM, Microsoft Dynamics 365, Microsoft Dynamics 365 Data, Microsoft Dynamics 365 for Sales, Microsoft Office 365 | 0 comments

02.24.17

I recently provisioned a new Dynamics 365 demonstration environment for a prospective client. The environment included Office 365. I sent a sample email from my xrmcubed.com account to the user in the demo environment. My goal was to simply show how easy it is to sync emails to Dynamics 365 and create Lead or Contact records from the email. I was very impressed to see the practical application of Artificial Intelligence within Outlook, plus some much-improved integration points with Dynamics 365.  

Display Power BI Visualizations in Dynamics 365 Dashboards

Posted by Erin Karatkiewicz in Dynamics 365, Dynamics CRM, Microsoft Dynamics 365, Microsoft Dynamics 365 Data, Microsoft Dynamics CRM Data | 0 comments

01.04.17

Power BI is as powerful as it sounds, and we now have the option to incorporate Power BI charts and data visualizations in Microsoft Dynamics 365 (and Dynamics CRM). Here's how to do it.  

Get Ready for Microsoft Dynamics 365

Posted by Mark Abes in Dynamics 365, Dynamics CRM, Microsoft Dynamics 365 | 0 comments

There has never been a better time to be a Dynamics customer - new customer or existing customer. If you’re looking at Dynamics for the first time, you’re getting involved at an ideal time. Microsoft has created an ecosystem that allows you to deploy business applications that work great independently and seamlessly together. The Microsoft Dynamics 365 common data model makes it easy to add and deploy new functionality because it’s all made to work together from the get go.  

Dynamics 365 Transition – Part 2

Posted by Ken Farmer in Business, Dynamics 365, Dynamics CRM | 0 comments

In today's blog post, I want to review the transition pricing for a small customer using a typical, small customer example. This transition from Dynamics CRM to Dynamics 365 can be as complex, or as easy, as you want to make it. This post will be longer than normal but the information is important. Before I get into it, first, a few disclaimers…  

Dynamics 365 Transition – Part 1

Posted by Ken Farmer in Business, Dynamics 365, Dynamics CRM | 0 comments

As we approach closer to the transition from Dynamics CRM to Dynamics 365, I want to provide more information as to what you can expect as a Dynamics CRM customer. If you are a client of ours, we will be hosting an informational webinar the 2nd week of November and you will receive an invitation. This webinar will provide general information, transition pricing, and options. After the webinar, we will have scheduled one-on-one discussions with the appropriate folks in your company to discuss your specific company options and our recommendations. Nothing needs to be done soon, although you can take advantage of these after Nov 1st if it makes sense for your business. Everything else will wait until your current subscription date renewal.  

Dynamics 365 and the CRM Customer

Posted by Ken Farmer in Business, Dynamics 365, Dynamics CRM | 0 comments

There is no better time to be a Dynamics customer than right now. You may have heard by now that Microsoft took the wraps off their new Dynamics 365 initiative. No more Dynamics CRM, it is now Dynamics 365. With all the hype (deserved, I think) and additional functionality of Dynamics 365, combined with what would be the regular Dynamics CRM Online fall release cadence, I want to make sure our customers get the info they need. First, if you are a current customer of ours reading this, take a deep breath. Please know we will be contacting you directly to schedule a road map discussion and provide you with your best options. Nothing has to be done right away and there are several options for you to choose from with different timelines. Deep breath, there is a ton of great new functionality coming your way.  

Here Comes Dynamics 365

Posted by Ken Farmer in Business, Dynamics 365, Dynamics CRM | 0 comments

What an exciting time to be in our industry! I have been involved in the technology arena since 1985 when I was tasked with putting a restaurant inventory management system and PC together (2 - 5 1/4 inch floppy drives on that baby!) and have been swimming for the last 15 years in the Microsoft channel partner stream. I was part of the Beta version 1 team when Microsoft was releasing their CRM product and been a part of the full Dynamics CRM journey that brought us to today.  

Using Microsoft Dynamics CRM Workflow To Update a Field BEFORE The Value Is Changed

Posted by Jessica Smith in CRM Admin 101, Dynamics CRM, Microsoft Dynamics CRM 2016 | 0 comments

09.26.16

I wanted to update the below “Last Follow Up” custom date field with the previous “Follow Up By” value BEFORE the Follow Up By date was changed, in order to minimize the amount of clicks for Users. Here’s a quick blog on how to update a field with data from another field BEFORE the value is changed.  

Defining the Proper Scope When Configuring Workflows in Dynamics CRM

Posted by Jessica Smith in CRM Admin 101, Dynamics CRM, Microsoft Dynamics CRM 2016 | 0 comments

09.21.16

One of the options that can be a little puzzling when building workflows in Microsoft Dynamics CRM is the “Scope” setting.  Knowing when to select which option can be a bit confusing.  

Microsoft Dynamics CRM – Customer Service – Making Case Customer Field NOT Required

Posted by Jessica Smith in CRM Admin 101, Dynamics CRM, Microsoft Dynamics CRM 2016, Microsoft Dynamics CRM for Customer Service | 0 comments

09.13.16

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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