Microsoft Dynamics 365 for Sales Archives - Page 3 of 7 - FMT

The Information Technology field is crawling with acronyms, and it can often be challenging to make sense of all of it. Once you feel comfortable with an acronym like CRM, the industry introduces a new term like xRM that has you scratching your head all over again. For the purpose of this blog, we are going to take a look at xRM - what it stands for and how it can impact your business. First, I'll need to start with another acronym - "CRM" - which stands for Customer Relationship Management. If we take the words Relationship Management from CRM and replace the C, we're left with x Relationship Management - and that's what xRM really is; it's anything-you-can-think-of Relationship Management. Using Dynamics CRM as a platform, organizations have the ability to leverage its abundant features to create the solution that truly fits their needs. Here's a quick breakdown of […]

Are you feeling the symptoms of sloppy sales syndrome? Misplacing important documents, digging through hundreds of emails, and forgetting to follow up on an opportunity are all key indicators. No sales person wants to complain about having too many opportunities, but at times the workload can be time-consuming and overwhelming. By minimizing these issues, you optimize your profits. This blog will share the top 3 tricks to stay organized using Microsoft Dynamics CRM.    1. Tasks: Set Daily, Weekly, and Monthly Reminders  Tasks are a sales person’s best friend. Dynamics CRM tasks are your daily reminders to perform action items during a sales cycle. They keep you accountable for future action items and eliminate the risk of losing any information saved on notepads, post-its, or white boards. 2. Set Regarding: Link Information for Easy Discovery Ever try looking for an email conversation that you had a few months ago that includes […]

Web Portals can extend your Dynamics CRM capabilities by offering non-CRM users access to your data through customized web forms. Portals are extremely versatile and offer an infinite number of possibilities in integrating, displaying and manipulating CRM data with a different interface. Typically, Portal Development involves pulling CRM fields and displaying them in a custom user interface. Oftentimes this works, but what if the fields that need display can change over time? Of course, you could customize the Portal anytime a change needs to be made, but that would require deployment each time a change was necessary…and unnecessary deployments should definitely be avoided. This blog post will show you how to set up CRM portals to adjust for dynamic content. Pulling Dynamic Fields in a CRM Portal By leveraging the form customization features of CRM, a CRM Administrator can add any number of fields to a single section of a […]

In this video, we’ll take a peek under the hood of Microsoft Dynamics CRM and uncover the key historical sales and marketing metrics you need to know to plan for the future. We’ll demonstrate best practices for CRM maintenance, like cleaning up your database, reviewing process flow configuration and must have integrations. Lastly, we’ll cover some of the latest Dynamics CRM features and discuss how to get the most out of them. Process Flows • Is your sales process enforced through your CRM system? Integrations • Are you working smarter or harder? Feature Review • Are you utilizing the most valuable features in CRM? • What’s new in CRM 2016? Join us on May 25th @ 10AM PST for Part II! Topics Include: ROI on Marketing Sales Metrics Clean-Up Seats are limited! Register now!

Microsoft Dynamics CRM 2016 contains many new Form scripting capabilities. Along with other great features, there is a new and improved CRM Grid API (originally introduced in CRM 2015 Update 1). Up until now, CRM Grids only supported the ability to be refreshed. In this update you can now interact more with the Grid controls. Grid APIs are valid for: Form Sub Grids Grid Controls passed as a parameter to a ribbon Rule or Action Grid API now supports common functions like on load, accessing a grid view’s rows and data, and an API call for switching sub grid views or hiding sub grid view control programmatically. A few common use cases for these API’s are: Access the visible data in a grid, without having a round trip call back to CRM Access the grid, call the refresh and get the total number of records returned, without having a round […]

With the prevalence of omnichannel marketing - utilizing multiple concurrent channels to engage with prospects and customers – most marketing and sales professionals inevitably face the challenge of data management. Managing and consolidating data from different sources and applications take time and can easily become a cumbersome burden on any marketing department. That’s one of the reasons why the use of tightly integrated CRM solutions and marketing automation platforms has proliferated. These solutions allow marketing and sales professionals to work smarter by automating work tasks, integrating different platforms and data sources, and limiting the amount of manual and tedious data entry. In this blog we’ll demonstrate how to use ClickDimensions, a marketing automation platform developed specifically for Microsoft Dynamics CRM, to easily integrate your website forms with Dynamics CRM. With this integration, all data entered through your website will be entered into Dynamics CRM automatically. While ClickDimensions is a powerful […]

Microsoft Dynamics CRM 2016 is just around the corner, with some features already available and some to be rolled out during the next few months. This blog, based on Microsoft’s Dynamics CRM release page, provides information on release schedules and new features in Microsoft Dynamics CRM 2016. Release Schedule for Microsoft Dynamics CRM 2016 Microsoft Dynamics CRM Online Microsoft Dynamics CRM Online 2016 Update is available now for all new CRM Online customers. For existing CRM Online customers, customer-driven update scheduling will begin in early 2016. How to get the update: You'll be able to schedule the specific date when your update occurs. This is called a customer-driven update since you “drive” the timing of the update to be the most suitable for your organization. For more information about Microsoft's update policy and how this works for CRM Online, read TechNet: Manage Microsoft Dynamics CRM Online updates. Microsoft Dynamics CRM (on-premises) Dynamics […]

Microsoft Dynamics CRM 2016 is out and the new version brought along a lot of new and exciting feature enhancements. This article provides an overview of some of the features of Microsoft Dynamics CRM 2016. Content: Productivity Features Mobile Features Service Features CRM Online 2015 Update 1 Features now Apply to CRM 2016 (on-premises) Productivity Features Track Email from Anywhere with New CRM App for Outlook Microsoft Dynamics CRM App for Outlook is a lightweight email tracking app that surfaces contextual information from Microsoft Dynamics CRM right inside your Outlook Inbox. You can use Dynamics CRM App for Outlook together with: Outlook on the web (included with Office 365) from a desktop or on your phone The Outlook desktop application Microsoft Outlook for Mac Track incoming or outgoing email, add contacts from an email message, or even create CRM records. You can also track an email message to a new […]

nVerge 2015 is a Microsoft-centric technology conference taking place on October 27th in San Diego, CA. The conference offers 35+ breakouts, keynotes, roundtables and workshops on Microsoft Dynamics CRM, Dynamics Marketing, Microsoft Social Engagement, Microsoft Dynamics GP, SharePoint, Office 365, Power BI and general business management best practices. This blog post provides a brief overview of the nVerge sessions on Dynamics CRM, Microsoft Social Engagement and Dynamics Marketing. Visit www.nVerge2015.com for complete agenda. Related: Live Sessions on Microsoft Dynamics GP and Management Reporter at nVerge 2015 Reimagining Customer Engagement through Social & Behavior-Based Messaging Products: Microsoft Social Engagement, Dynamics Marketing, and Dynamics CRM Customer buying patterns have changed and impacted the way marketing and sales need to engage. Social media and the Internet have empowered buyers and accelerated their path through the buying cycle. Engaging on the customers’ terms, through their preferred channels with customized messages has never been more important. […]

Every marketer knows that in order to successfully sell a product or service it is vital to understand your customers’ behavior first. With the rise of the Internet and social media, we are now connected to seven continents, 196 countries, and billions of people in the world. While this accessibility and reach is presumably most marketer’s dream, it is nearly impossible to gather and evaluate feedback from the vast human population with one marketing team. So what good is it to push out ads and continuously post on social media when you don’t know what catches your customers’ attention, what they want to see or what channels they are most active on? But fear not fellow marketers! Microsoft has introduced a tool that collects feedback and data from your customers and prospects all over the world and displays it in real time right in front of your eyes. Microsoft Social […]

In this post I will describe a solution to add Microsoft Office Outlook style functionality to follow-up e-mails. In Microsoft Office Outlook, you can mark an e-mail as read/un-read, and you can also mark the e-mail for follow-up with various scheduling options (today, tomorrow, next week, custom date) and finally mark complete. We’ll see how we can make customization and add similar functionality in CRM as well. The idea behind the solution is to track the activity action history, i.e. we want to keep track of when an action was performed. Whether it was opened, marked read/un-read or marked for follow-up or completed. Let’s start by creating a new entity “Activity Action History” in Dynamics CRM with the following attributes.   Next we’ll customize the form ribbon on the e-mail entity. We’ll add 4 ribbon buttons as shown below.   We will add commands for each ribbon button and add […]

Preface At a high level, the implementation of a Microsoft Dynamics CRM Portal allows for data from non-CRM users to interact with data from the Dynamics CRM System via a public website. Please see our guide to portal development for Microsoft Dynamics CRM to learn more about the essentials of developing a portal solution for your Dynamics CRM Organization. While the aforementioned blog post covers the necessary steps to get started, there’s a lot of additional functionality that can be added to your portal. This blog post will specifically address the implementation of a clickable GridView control to mimic the View functionality in Dynamics CRM. Dynamics CRM Views One of the core features of Dynamics CRM is the ability to use Views. Views show data in a tabular and filterable format, allowing for users to work with multiple records at one time. This crucial functionality can be replicated in a […]