Viewing posts categorised under: Microsoft Dynamics CRM 2016

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

Posted by Jessica Carsten 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 Carsten 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 Carsten 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.  

Managing Product Bundle Pricing in Microsoft Dynamics CRM

Posted by Jessica Carsten in CRM Admin 101, Dynamics CRM, Microsoft Dynamics CRM 2016, Microsoft Dynamics CRM for Sales | 0 comments

09.02.16

I had a hard time finding comprehensive instructions on how to properly manage pricing when it comes to Product Bundles in Microsoft Dynamics CRM.  I wanted to associate products to one bundle so multiple products could be added to an Opportunity (Quote or Order), minimizing the steps it takes to add multiple products to an Opportunity.  BUT, I also wanted each of the line items to reflect their own individual price once added to the Opportunity, AND I also needed those prices to be editable.  

Microsoft Dynamics CRM – Chart Pane Not Rendering in Associated Views

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

I recently came across an issue with a client. I noticed that the Chart Pane in Microsoft Dynamics CRM would not render while in the associated view inside the Account form.  While testing I noticed that our CRM had the same issue and it was not isolated to the Account form.  

Work Like a Sales Detective with Dynamics CRM, part 1

Posted by Mark Abes in Business, Dynamics CRM, Microsoft Dynamics CRM 2016, Microsoft Dynamics CRM for Sales | 0 comments

Work Like a Sales Detective with Dynamics CRM, part 1 In the sales game, sometimes you have to do little detective work to find the right contact at a prospect’s place of business, divine who interested parties are, find a phone number, etc. Anyone that’s held a sales job can relate to this.  

Frustrated with Goldmine CRM? Switch to Dynamics CRM

Posted by Mark Abes in Business, Dynamics CRM, Microsoft Dynamics CRM 2016 | 0 comments

06.20.16

Are you trying to run your business on Goldmine? Frustrated with how clunky and overly complicated the system is? Then it’s time to invest in a CRM system that provides you with more than a contact database. Microsoft Dynamics CRM provides intelligent customer engagement, meaning you can personalize the customer experience and the sales process based on relevant data like web page visits, presence on social media, and industry trends. You even get access to market intelligence with contact information for 30 million business decision makers around the globe.  

Data Migration and Integration Deserve Respect | Part 1

Posted by John Clifton in Dynamics CRM, Microsoft Dynamics CRM 2016, Microsoft Dynamics CRM Data | 0 comments

05.12.16

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. Remember data is one of the most important assets any company has, it's vital to understand the needs of the client and the role a consultant plays.   

The 5 Most Exciting New Features in Microsoft Dynamics CRM 2016

Posted by Mark Abes in Dynamics CRM, Microsoft Dynamics CRM, Microsoft Dynamics CRM 2016 | 0 comments

03.14.16

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 help keep you up to date with all the new functionality.  

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xRM³ has been implementing Microsoft Dynamics CRM since beta-version 1 in 2002. We understand that success in CRM is not just about technology—it is about supporting the business process that drives your revenue and customer satisfaction. Dynamics CRM excels at leveraging good process to be effective... Read More

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