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Tracking Changes in On-Premise CRM 2011 Audit View using SQL
Have you ever found yourself needing to track the changes you make to records in CRM, but feeling uncertain how to do so? If you are using the On-Premise version of CRM 2011, you can leverage the Audit view in SQL Management Studio to easily track your changes. For example, let’s say you needed to track the changes for customers in CRM 2011 On-Premise to show one instance where the data had changed. CRM 2011 on premise Audit view contains all the attributes of a transaction in a string. Changes to a transaction are separated by “,” and the previous values of a transaction are separated by “~”.  Unfortunately, using the string alone we can’t query individual attributes to track changes. In order to more easily accomplish this, we would split the values to be able to join to other views or tables. In the following example, we will be […]
Microsoft Boosts Mobility in Dynamics CRM 2016 SP1
Microsoft continues to improve their products to align with the company’s mobile first, cloud first mantra. Believing that working on the go is a key pillar for business productivity, Microsoft Dynamics CRM 2016 update 1 and SP1 dedicated a special effort to enhancing the mobility experience. The key features in the latest release of CRM 2016 ensure that employees have access to information and vital functions 24/7, from anywhere! Let’s check out the new mobility features: Company News Timeline Solution Company News Timeline Solution, which can be added to your Microsoft Dynamics CRM platform in a few minutes, enables your sales representatives to stay on top of all the news related to their accounts, leads, contacts, and opportunities right from their CRM mobile app. The Solution automatically captures the latest and most important news articles from Bing news.  The Solution also organizes the content by time (Today, This Week, Last Week) […]
How to Change a Lead’s Contact Name to Company Name in Dynamics CRM 2016
NO CODE OR WORKFLOW NEEDED! Oftentimes Microsoft Dynamics CRM users have the need to see their leads as Companies instead of a Primary Contact Name. Out of the box, Dynamics CRM doesn’t offer the ability to change the view to a company name, however, there is a workaround to achieve the desired capability without needing additional code or workflow. This blog shares the steps to take to view Leads by Company Name instead of Contact Name in Dynamics CRM 2016. The process includes creating two new custom fields, one business rule, and two custom mappings. How to view a Company Name on a Lead Create two custom new fields as First Name and Last Name. Make sure to set these to 50 max characters. Add these new fields to the Lead form. These will replace the existing ones. Spot the out-of-the-box First Name and Last Name fields in the field […]
Dynamics CRM 2016 Could Mean the End of Survey Monkey
We all know Survey Monkey is a great and simple survey tool. However, we are also aware that it requires third party tools, hours of headaches and unnecessary confusion to integrate all that rich data we’ve collected into our CRM solution. Well, if you have Microsoft Dynamics CRM 2016 you can say goodbye to Survey Monkey. In the latest version of Dynamics CRM, Microsoft has introduced a new feature called the “Voice of the Customer (VotC).” In this blog we will take a look at this new feature and how it will allow you to brand, build, distribute, and analyze surveys right out of Dynamics CRM. VotC can do everything Survey Monkey can do, and more! 1. Branding The Voice of the Customer allows you to create multiple survey themes to reflect your company’s branding guidelines. Upon creating a new survey, you can select the theme you want to use […]
Contact Center Productivity Opportunities with Unified Service Desk 2.0 for Microsoft Dynamics CRM
Contact Centers are a goldmine of opportunities to increase productivity, and Unified Service Desk (USD) for Microsoft Dynamics CRM is the perfect productivity tool to mine those opportunities. This blog will outline three common productivity gains contact centers can glean from using Unified Service Desk. 1. Increase Agent Productivity Automating processes with USD can drive increases in agent productivity. At one call center I helped, agents had to log into four different applications to find customer data! The agent would go from application to application searching for the customer’s information all the while you could hear the customer getting frustrated on the phone. With Unified Service Desk we were able to automate searching all of those systems and displaying the customer’s record with a just a few clicks for the agent. As a result, the call center was able to reduce average handle times and they were able to increase […]
Taking Your Partnership to a Higher Level: FMT Consultants as your New Cloud Solution Provider
  Everyone wants to be in the “Cloud,” but the thought of working directly with a large vendor may be intimidating. Dealing with multiple support agents and large annual commitments may be concerning to your small/midsize business. If your company currently uses Office 365, Azure, or CRM Online, why not work with a local partner who can accommodate your business needs? This blog will review key benefits of partnering with a Tier 1 Cloud Solution Provider and the seamless steps to make it happen. Like the clouds in the sky, the benefits are endless! Support from familiar faces Continue working with the same consultants who have successfully implemented other projects for your company. We understand your business and your IT environment. Consistency is key and this will reduce the time spent onboarding new resources. Billing Forget about the annual agreements. CSP offers month-to-month plans with no commitments. FMT also offers […]
What is Dynamics xRM?
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 […]
The Cure for Sloppy Sales Syndrome: 3 Tips on Getting Organized Using Dynamics CRM
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 […]
Expanding The Capabilities of CRM Portals Part 1 – Dynamically Displaying Controls from CRM Form Section
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 […]
Video: Dynamics CRM Maintenance - Part I
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!
New Microsoft Dynamics CRM SDK Feature: Grid APIs
  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 […]
5 Easy Steps to Integrating Microsoft Dynamics CRM with Your Website Forms
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 […]
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