CRM Archives - Page 5 of 8 - FMT

Search Archive
New Features in Microsoft Dynamics CRM 2016
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 […]
Microsoft Dynamics CRM 2016: Release Timing and New Features
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 […]
Live Sessions on Dynamics CRM, Microsoft Social Engagement and Dynamics Marketing at nVerge 2015
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 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. […]
Top 3 Features of Microsoft Social Engagement Every Marketer Needs to Know
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 […]
Setting Up Follow-Up E-Mails in Dynamics CRM
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 […]
Microsoft Dynamics CRM Portal Development: Setting up a GridView Control
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 […]
New Features in Microsoft Dynamics CRM 2015 Spring Release
This page outlines the feature enhancements in Microsoft Dynamics CRM 2015 Update 1 (Spring Release) within the areas of: Microsoft Dynamics CRM Online Microsoft Dynamics Marketing Microsoft Social Engagement (previously Social Listening) Parature Download the as PDF here.   Introduction Customer experience has become increasingly important for brands, yet there is a significant gap between how companies think they’re doing on delivering great customer experiences and what customers think. We believe companies must think about their customer journey and engagement models differently in today’s world. Our mission with Customer Engagement solutions from Microsoft Dynamics is to enable companies deliver amazing customer experiences via intelligent customer engagement. We provide end-to-end customer engagement solutions so that companies can deliver customer expereinces that are personalized, proactive and predictive. Companies can: Personalize customer experiences by creating end-to-end, outcome-focused journeys that engage customers at the right time and place with the right message. Create proactive […]
New Features in Microsoft Social Engagement
Microsoft Social Engagement 2015 Update 1 adds new capabilities that will give you greater insight into what people are saying on social media and news. This blog will help you understand what has changed from the previous release (Microsoft Social Listening) and what to expect in this new release of Microsoft Social Engagement. Download as PDF document here.     What's New in Microsoft Social Engagement? Here are some of the areas we have enhanced in our latest release: User Interface New modern user interface that is intuitive and easy to use with visual filtering. You can choose a light and dark theme to suit your visual preference. Social Analytics Reimagined analytics with new visualizations, including phrase clouds, top fans, top critics, and top hashtags for greater insight. Social Center Collaborate with sales, marketing, and service teams and engage with social communities. Social Profiles Add your authenticated Facebook and Twitter accounts […]
Case Study: Forecast 3D Gets Cutting-Edge, Cross-Platform Functionality with Microsoft Dynamics CRM
Forecast 3D, headquartered in Carlsbad, California, has specialized in enterprise-grade 3D printing since 1994. Some of the most innovative, cutting-edge companies in the world partner with Forecast 3D for help in turning their abstract ideas into tangible, 3D prototypes and production components. The Challenge Download Case Study Forecast 3D built an ERP solution from the ground up called Forecast Pro and integrated the software with its website, so that customers could set up an account and upload specifications and supporting documents to get a quote. While Forecast Pro was meeting Forecast 3D’s production needs, the company still lacked a CRM solution for effectively managing sales and marketing activities. Donovan Weber, COO and co-founder of Forecast 3D, knew that Microsoft Dynamics CRM 2011 would be robust enough to manage the company’s front-end needs, but writing custom executables in Dynamics CRM and implementing them cleanly across a .NET platform is not an easy task. He wasn’t sure it could […]
Video: New Features in Microsoft Dynamics CRM 2015
This video highlights the new features in Microsoft Dynamics CRM 2015 including: Enhanced sales process automation New hierarchical visualizations Product management enhancements The new sales and marketing collaboration panel Mobile sales features Expanded case management functionality The many new marketing automation tools FMT Consultants is a leading Microsoft Dynamics CRM Gold Partner.
See What's New in Parature from Microsoft - Spring 2015 Preview
Below you'll fint the spring 2015 Parature preview release guide. The guide contains information about the many new features and product enhancement within the areas of Knowledge Management, Support Ticketing, Self-Service Portal, Mobile, Social, Chat and Packaged Integrations. Contact FMT Consultants for more information about Parature from Microsoft. Download the full PDF guide here     Content Introduction Knowledge Management Support Ticketing Self-Service Portal Mobile Social Chat Packaged Integrations Conclusion Introduction Technology has fundamentally changed customer care, empowering the customer with as much or more information, devices and channels of engagement as the average customer service agent has to deliver service. Growing expectations have presented brands and organizations with the need to become “customer obsessed” and more deeply invest in the technology that will allow them to productively, proactively, personally and consistently respond to and engage with customers at the time and on the channel of their convenience. Microsoft, the productivity […]
Leading Microsoft Dynamics CRM Partner, FMT Consultants, to Showcase Microsoft Dynamics CRM 2015 in Los Angeles and San Diego, CA
Southern California Dynamics CRM consulting firm, FMT Consultants, will be demonstrating the new features and product enhancements in Microsoft Dynamics CRM 2015 in Los Angeles and San Diego on February 17 and February 19, 2015. San Diego, CA, January 13, 2015 – FMT Consultants, a gold certified Microsoft Dynamics CRM partner, today announced its upcoming roadshows featuring two Microsoft Dynamics CRM 2015 demo events. Dynamics CRM 2015 is the latest release of Microsoft’s robust and scalable Customer Relationship Management (CRM) solution designed for business of all sizes. The Dynamics CRM 2015 showcase sessions take place on: Tuesday, February 17, 2015 from 1:00-3:00 PM PST at the Microsoft Office in San Diego, located at 9255 Towne Centre Drive, Ste 400, San Diego, CA 92121 Thursday February 19, 2015 from 1:00-3:00 PM PST at the Microsoft Office in Los Angeles located at 13031 West Jefferson Boulevard, Ste 200, Los Angeles, CA 90094. […]
1 2 3 4 5 6 7 8
 FMT Consultants, LLC.
Privacy Policy

Contact Us


Newsletter Sign-up

menu linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram