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.  

Managing Product Bundle Pricing in Microsoft Dynamics CRM

Posted by Jessica Smith 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 Smith 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.  

Introducing Microsoft Dynamics 365

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

Hello from the Microsoft Worldwide Partner Conference in beautiful Toronto! Every year, Microsoft gathers with its partner community to discuss their plans around all product lines. A common topic the last 3 or 4 years is their efforts to expand their cloud offerings and move even more of their products to the cloud.  

Microsoft Dynamics CRM – Using Activities vs. Notes – Best Practice

Posted by Jessica Smith in Dynamics CRM, Microsoft Dynamics CRM for Sales, Sales Process Management | 0 comments

07.07.16

In the last few months, I have conducted several Sales related training sessions where the number one topic is Activities vs. Notes in Dynamics CRM. Many of my recent implementation projects have been for clients who have no CRM system today and have been using tools like Excel to track their touch points with their prospects and customers.  

When to Use a Lead Record vs. Opportunity Record in Dynamics CRM

Posted by Jessica Smith in Dynamics CRM, Microsoft Dynamics CRM for Sales, Sales Process Management | 0 comments

06.29.16

I was doing a project review with a client the other day and was asked this question – “What is the difference between the Lead and Opportunity record types?”. This isn’t the first time I’ve heard that question from clients so I wanted to take a minute to do my best to explain these two very important sales records in Microsoft Dynamics CRM and describe some of the business reasons you would use a Lead and/or an Opportunity record.  

Top 5 Reasons To Combine Dynamics CRM with Office 365

Posted by Mark Abes in Dynamics CRM | 0 comments

Office 365 offers Sales professionals the productivity tools they need to succeed: Microsoft Outlook, Word, Excel, OneNote, PowerPoint, SharePoint, Skype for Business, and Yammer. When you combine Microsoft Dynamics CRM with Office 365, you immediately boost your sales team's ability to engage customers and close more sales. Here are the top 5 reasons to combine Dynamics CRM with Office 365:  

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.   

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