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Dynamics 365 Outlook App Fixes: Lead Form Layout | Business Rule | JavaScript Function
Every time we do a CRM implementation or migration, there is always a chance we'll run into errors or roadblocks. In this blog, we will go over two issues we encountered using Dynamics 365 Outlook App for Microsoft Dynamics 365 for Sales 8.2 and how we overcame them:   Modify a Lead Form Layout Add a Business Rule and a JavaScript Function   Sounds pretty simple right? Main steps include making the modifications on the quick creation forms, create the JavaScript libraries, create the business rule, save, publish and done! Figuring these steps out took a significant amount of time and effort, because none of these changes were reflected in the Outlook App. So hopefully this will save you a headache! Let's get into the troubleshoot!    Issue #1: Modify Lead Form Layout in quick creation form. Even after making the updates, saving them and published them, these were still not […]
How to rename Business Process Flow stages in Microsoft Dynamics without disconnecting your sales pipeline
I think we can all agree that every customer has their own unique business processes. If you are running Microsoft Dynamics CRM 2016, Dynamics 365 v8.2 or Dynamics 365 v9.0, the pre-defined stages available within the Business Process Flow (BPF) might not suffice. So in this blog post, I will go over customizing BPF stages and renaming them for a custom flow without disconnecting your sales pipeline. Note: if your business only needs out of the box stages i.e. qualify, develop, propose, close from the Lead to Opportunity BPF or any other existing ones, this blog might not be for you. Based on my experience at FMT Consultants, 80% of the CRM implementations are not using out of the box stage names. So I am sure you're still with me! Now let’s dig into to it by examining the “Lead to Opportunity Sales process.” As you may know, the attribute […]
SMB TechFest Spotlight - FMT Consultants
Technology choices matter. Applying new technology tools, or revising existing ones, requires a significant effort and sustained commitment to transformation. All, while continuing to run a business at top speed. Whether you work in operations, finance, IT… or all of those (and more), creating lasting value takes real work from people committed to building better business solutions one business at a time, every time. In this discussion between Eric Casazza, CEO at FMT Consultants, and Dave Siebert of SMB TechFest, we discuss advanced supply chain solutions ranging from Enterprise Resource Planning (ERP), to Demand Planning, to Warehouse Management Systems (WMS). It’s not just about financial management software. New technology investments can pay real dividends in operational efficiencies, advanced manufacturing capabilities, and stronger distribution networks.     At FMT we have decades of experience working side-by-side with businesses looking to take the next step (or giant leap) forward using the right […]
Buyer 2.0 part two: From Flat to Fantastic
This is the second part of a three part deep dive guest post about Buyer 2.0 written by Darren Stordahl Continued from Buyer 2.0 part one: Lane Departure Warning! Because the Microsoft conference took place in the gray and green Northwest, the messaging brought to mind an exceptional book on effective sales: “Les Schwab Pride in Performance: Keep It Going” (Les Schwab; Maverick publications). It’s a manageable biographical/business tome that describes the life and unique business philosophy of Northwest icon, Les Schwab. Starting in 1952, Les and his team built a retail distribution chain of tire stores in the western United States. Each of his stores followed a similar approach to customer service and sales: when a prospective customer pulled into the parking lot, the attendants sprinted to the car; Les Schwab also offered special promotions including free beef (from his ranch!) with the purchase of new tires; he offered […]
Buyer 2.0 part three: Where the Rubber Meets the Road
This is the third part of a three part deep dive guest post about Buyer 2.0 written by Darren Stordahl Continued from Buyer 2.0 part two: From Flat to Fantastic! Connecting these two potentially disparate discussions can help correct fractures in a modern engagement funnel and increase the relevance of experienced analog sales-people in a digital world. Buyer 2.0 won’t wait for you. They are probably tweeting your competition right now for pricing or configuration information. What can you do, with the tools and technology available, to stay relevant and build your business? Sprint to the Car: Make every effort to make a good first impression. Engage quickly. Be polite. Maintain focus and intensity throughout the ever-shortening sales cycle. For those in the customer engagement end of the technology spectrum, this means using both marketing automation and CRM efficiently, correctly, and with a prioritization for managing KPI’s associated to response […]
Buyer 2.0 part one: Lane Departure Warning!
This is the first part of a three part deep dive guest post about Buyer 2.0 written by Darren Stordahl Recently, FMT attended an interesting partner conference at Microsoft campus in Redmond, where an excellent presenter shared his perspective on today’s “Buyer 2.0”. His assertion, was that in the modern supply chain, buyers are engaging much later in the evaluation cycle. Before ever speaking with the manufacturer, distributor or service-provider, this new buyer has self-educated and conducted significant anonymous research in order to become highly informed. Buyer 2.0 carries an industry-specific expectation, avoids risk, maintains broad social media connections, and has high expectations for service quality and speed to fulfillment. They Tweet. The impact of Buyer 2.0 on sequential and historical stage-based sales models includes lower conversion rates, prospects falling out of the funnel at unpredictable intervals, lack of connection/clarity into the customer relationship, and a reduction in perceived value […]
Top 3 Benefits in Moving Dynamics CRM On-Premise to D365
You might be wondering: Is your organization getting enough out of its CRM system? There are a couple reoccurring themes that we as FMT Consultants often encounter when working with our customers in moving Dynamics CRM On-Premise to D365. If you are considering the move for your CRM environment, you might want to pay attention to some of these factors as they are real opportunities for you to effectively modernize your business processes: 1. Customizations From Custom Entities to Workflows to Plugins to ISVs to XRM, chances are, you’ve got some level of customization going on in your CRM system. As long as you have CRM 2013 or later, cross your fingers, you’ll be able to upgrade customizations without issue: Version compatibility Solutions exported from an earlier version of Dynamics 365 can be imported into later versions as shown in the following chart. Upgrading without issue, unfortunately, is oftentimes not […]
New CRM Features in Dynamics 365 July 2017 9.0 Update
With the new Dynamics 365 July 2017 9.0 Update, Microsoft has rolled out several exciting new features and enhancement for CRM. In this article, we will review 3 of these features which can improve you Dynamics CRM: Unified Client Interface, LinkedIn Sales Navigator, and the Multiselect Option Set. 1. Dynamics 365 Unified Client Interface                         With the new Unified Client interface, users will be able to have a single experience across all different UI’s like Web, Mobile, Outlook & Tablet! This UCI will be rolled out first to the Business Edition & later on for the enterprise Edition! The idea behind this is that the era of web vs. mobile is over and now the UI will adapt to the screen in use. You will also have the same customization options in each. Content will be presented in a way that will reflow […]
Autosave Feature in Microsoft CRM
Back in 2013, Microsoft added a nifty Autosave feature to CRM 2013 during the Polaris or UR 12 release for CRM which is still here today in Microsoft Dynamics 365. How does it work? Essentially you don’t have to manually save your work anymore! Instead, every 30 seconds after a field changes and if you’re still on the form, the record is automatically saved to the server. The only time you will ever need to manually save a record again is when you first create it! Afterward, you never have to click on any save button ever again. Now you’re all wondering how one might add this Auto Save functionality to your Dynamics 365 CRM. Just follow these two simple steps: Go to the Dynamics 365 Menu and navigate to Settings > Administration > System Settings Under the General tab, on the first line, you will see “Enable autosave on […]
[Video] Nurture Leads & Build Customer Loyalty with Marketing Automation
  The relationship between buyers and businesses are changing, engaging your prospects at every stage of the buying cycle is now essential to closing more deals. Watch this video to discover how you can deliver customized, memorable experiences and start turning every lead into a loyal customer with marketing automation. We'll explore:   What is it and who uses it Why marketing automation is an essential tool How to shorten your sales cycle with marketing automation If you want to learn more about how your organization can take advantage of marketing automation to help you keep prospects and customers better engaged, feel free to reach out to us by submitting the form below. We'd love to hear from you!
Still on Microsoft Dynamics CRM 20something?
If your organization is currently running an on-premise or hosted CRM deployment, it’s seriously time to start planning the move to Dynamics 365 on the Microsoft Cloud. Here are three reasons why the cloud version of CRM makes sense for you: You don’t want servers anymore If you’ve ever stood up an on-premise version of CRM before, you know that you’ll need at least a SQL Server and a Windows Application Server. The supported versions of SQL or Windows Server range from 2008R2 to 2016, you need to create service accounts for things like the VSS Writer Service and the Async Service—not to mention you’ll probably need the E-mail Router and Reporting Server Services set up. I haven’t even mentioned a single Account or Customer yet and there is already all this complexity that needs to be managed. With Dynamics 365, an organization can be provisioned literally in minutes and […]
How to Connect your Java Application to CRM: A Simple Java Console Application
Have you ever tried to connect to CRM Online using a Java Application? Turns out it’s much simpler than you would expect. By leveraging the Azure Active Directory Library, you can easily authenticate any user for your external application to perform any CRM Operation through the Web API. Here are the required components: CRM Online (Trial will still work) Azure Active Directory OAUTH 2.0 Authorization Endpoint Application ID A Java IDE (Maven project is recommended for the dependencies) Here’s a quick summary of how this actually works: Obtain the access token, by using the OAUTH 2.0 Authorization Endpoint. Build the connection with your Dynamics CRM URI, and set the request method and properties with the access token. Finally, depending on the Request type, you build the JSON Object and write it to CRM or save it to view. Let’s dig deeper and get into the details: First, you need the […]
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