Microsoft Dynamics 365 for Sales Archives - Page 5 of 7 - FMT

nVerge 2014 takes place on September 25th in San Diego, CA and offers a combination of keynotes, breakout sessions, learning labs, ongoing exhibition with software developers and IT service providers, networking sessions and a post-conference cocktail reception. San Diego, CA, July 29, 2014 - FMT Consultants, a leading San Diego and Los Angeles-based provider of technology solutions, announces nVerge 2014. nVerge 2014 is a one-day technology conference focusing on the latest feature updates and trends for Microsoft Dynamics GP, Dynamics CRM, Microsoft SharePoint, Microsoft Office 365, Business Intelligence, Corporate Performance Management (CPM) solutions, third party software applications for the Microsoft Dynamics product line, hardware solutions and IT services. The one-day conference offers a combination of keynote and breakout sessions, presentations by premiere San Diego businesses, ongoing learning labs, exhibition with IT service providers and independent software vendors, networking sessions, breakfast, lunch featuring a special presentation by Dale Carnegie of San […]

For organizations that use multiple systems, there often is a need to synchronize company data, such as accounts and invoices, between different systems. Scribe Insight is a powerful and viable integration tool designed to save organizations from complex and often costly custom integrations. With the intuitive visual tools available in Scribe Insight you can quickly build, maintain and add integrations without having to write much code, if any at all. We were recently asked by a client to mass update the statuses on invoices in Microsoft Dynamics CRM Online from Dynamics GP. The number of invoices that needed to be updated every day was in the tens of thousands. We found limited documentation on how to run long batch jobs in Scribe and decided to write this article to provide guidance on best practices for integrating a large amount of data. There are various ways you can implement the integrations to […]

The following is a list comprised of my top 9 (in no particular order) favorite new features of Microsoft Dynamics CRM 2013. Throughout all my favorites, you will see that the individual user experience and choices among other benefits are pervasive. 1. Navigation A giant and very apparent difference between Dynamics CRM 2011 and CRM 2013 is navigation. The left navigation and ribbon menu are gone! In CRM 2013, without left navigation and no ribbon menu, all you have to do is click on any drop down to access the page you wish. With no ribbon, you’ll only see the commands related to the things you’re working on instead of a ribbon displaying everything - it’s all stripped down to just the few relevant commands.. Simple is good! 2. Auto Save No need to tap Save when you’re editing. Records are saved automatically when you create a new record or […]

Microsoft has announced a wealth of new features and product enhancements for the upcoming Spring '14 roll out for Microsoft Dynamics CRM. The major new features include Microsoft Social Listening, Microsoft Dynamics Marketing and Parature. Microsoft recently released the Dynamics CRM Spring '14 Preview Guide which provides an overview of the many new features of Dynamics CRM: Content Introduction Key Investment Overview Marketing Sales Customer Service Social Platform Conclusion Contact FMT Consultants today to learn more about Microsoft Dynamics CRM. Introduction The explosion of the social conversation along with the proliferation of mobile technology has changed our lives, more than we ever could have imagined. It is no surprise then that companies who wish to remain competitive in this new age are concentrating their efforts on creating differentiating customer experiences. In fact, some industry analysts believe that customer experience is the last bastion of competitive differentiation. What is also quite […]

What’s New with Microsoft Dynamics CRM Online? During Microsoft Dynamics Convergence in Atlanta in March 2014, Microsoft unveiled a great deal of exciting new products, soon to come features and new licensing options for Microsoft Dynamics CRM Online. Some of the major highlights announced were: Microsoft Dynamics Marketing A brand new, end-to-end marketing automation solution including campaign management, email marketing, lead nurturing, marketing list management, assets and media management, marketing budgeting, marketing analytics, ROI and reporting, and much more. Learn more Microsoft Social Listening A new CRM feature providing powerful insights into social media channels like Facebook, Twitter and LinkedIn, and allowing marketers and sales reps alike to track products, brands, competitors and marketing campaigns across the social web. Learn more Parature With the acquisition of Parature, Microsoft brings enhanced customer service capabilities to Dynamics CRM, including features such as a self-service knowledgebase, live chat, case management, social care and […]

Introduction Access Teams is a new addition in Microsoft Dynamics CRM 2013 that brings along a new way to define privileges and permissions for entities in CRM. Prior to Microsoft Dynamics CRM 2013 (in CRM 2011), security roles were the only means by which privileges were defined for entities. These privileges— Create, Read, Write, Delete, Append, Append To, Assign, Share—were defined in configurations for Security Roles from a User level of access to an Organization level of access. Once security roles had been configured, they were then assigned to various users or teams where the privileges defined in the security roles would get additively applied. However, there are a couple of caveats with the previous implementation of security: Security roles defined privileges for an entire entity. Due to the cumulative effect of security roles, if a user has several roles and/or belongs to a team with a role, performance can […]

If you’ve recently upgraded to CRM 2013 and haven’t merged your existing forms with the new forms, you might be wondering how to create activities with the ‘Regarding’ field already populated with your Accounts, Contacts, Leads, etc. In CRM 2013 it is easy to find the Quick Create button at the top of the form and by clicking it you can quickly create Tasks, Calls, Emails, etc. However, when the form opens you will have to manually select who the activity is for (e.g. fill in the ‘Call to’ and ‘Regarding’ fields”): Nowhere else on the form does there seem to be a place to create an activity, and you may ask yourself “Where is the equivalent of my ‘Add’ tab or related entity?” The reason you may be having difficulties is that you may be looking at your old customized form and not seeing the new form in CRM […]

The Challenge Oftentimes in the world of Dynamics CRM, the need arises for non-CRM users to gain access to CRM data. A common solution is the implementation of a web portal which allows these users to perform certain actions on applicable CRM data. Microsoft offers two portal solutions: the Customer Portal and the Partner Relationship Management Portal. These are managed solutions, can be easily imported into any CRM environment, and come with detailed instructions on how to quickly and efficiently deploy. However, like any construct that is general in its scope, the aforementioned portal solutions do have some caveats. The two solutions install extraneous features onto CRM that are not necessary for portal development, often confusing CRM users and requiring the need to go back and hide all of the excessive customizations. Furthermore, by default, the two portals both use Windows Live for authentication (requiring users without Windows Live to register […]

This video is the second in a series of two demonstrating how to easily build, manage and share dashboards, charts and reports. While part one of the series focused on how to generate and customize reports, charts and dashboards in CRM, this video focuses on how to easily share your CRM reports and charts utilizing Excel services. You will learn how to export data from CRM into Excel and how to upload Excel generated reports into CRM for easy sharing and collaboration. Watch part one here  

In this blog post I will discuss the authentication mechanism and behind the scene communication that happen for CRM 2011 Online Office 365 provisioned organizations using ADFS. The default CRM 2011 Online Office 365 provisioned organization uses “Authentication Platform” that provides identity storage (Microsoft Online IDs) and authentication. The directory store holds the users’ credentials. CRM 2011 Online and other cloud based offering from Microsoft rely and trust on authentication platform for validating that the user is authenticated. You need a valid authentication token to access these services. When you log in to a CRM 2011 Online Office 365 provisioned organization, it first goes to the CRM Online which redirects it to the login page because the user is not authenticated. The user provides the credentials and is authenticated by the authentication platform. It provides the user with a token which is used by CRM Online to validate that the […]

You may ask, “why do I need a Microsoft Dynamics CRM partner for an out-of-the box CRM solution?” While there could be numerous answers to this question, I’d like to highlight three critical reasons why you should consider working with a Microsoft Dynamics CRM partner. Based on our experiences with clients, we have seen multiple instances of organizations failing to take on a CRM project in-house. While companies may choose to go solo on their CRM projects primarily due to budget constraints, reality has shown that in most cases the cost of a failed or “half-baked” CRM project by far exceeds the cost of working with an experienced CRM partner. Let’s talk about how and why working with a Microsoft Dynamics CRM partner will help save your company resources, manage frustrations and money, while improving a wide range of your internal and external business processes. Here are three reasons why […]

Microsoft recently released the Microsoft Dynamics CRM 2013 Preview Guide which provides a sneak peak of the many new features and fucntionality in CRM 2013. Check out the document below. Additional CRM 2013 Resources: Dynamics CRM 2013 Online Pricing Dynamics CRM 2013 On-Premises Pricing Dynamics CRM 2013 vs. Salesforce.com Microsoft Dynamics CRM 2013 Release Preview Guide Download PDF   Introducion Charter Investment Areas Reimagined User Experience Process Excellence & Agility CRM on the Go Enterprise Collaboration Platform Enhancements Conclusion Introduction In a socially connected, always-on world, it has never been more important for companies to deliver differentiated and compelling customer experiences. Microsoft Dynamics CRM is helping companies do just that. With a reimagined user experience that is simple and intuitive, actionable intelligence at their fingertips, and a pervasive connection to the people and resources they need, Microsoft Dynamics CRM makes work personal by helping people across sales, marketing, and customer […]