CRM Archives
 

Tracking and Reporting Projects using Office 365 and Project Online

Did you know Office 365’s tools can make your PMO run more efficiently?

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  1. D365 Outlook App Fixes for Lead Form Layout Business rule and Java
    CRM, Microsoft Dynamics 365 for Sales

    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…

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  2. How to rename Business Process Flow stages in Microsoft Dynamics_FMT Consultants
    CRM, Microsoft Dynamics, Microsoft Dynamics 365, Microsoft Dynamics 365 for Sales

    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…

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  3. SMB TechFest FMT Consultants
    CRM, ERP, IT, Office 365

    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…

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  4. Buyer 2.0 won’t wait for you. They are probably tweeting your competition right now for pricing or configuration information.
    CRM

    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…

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  5. The faster we adapt to Buyer 2.0, the better our business. Technology helps (thank you CRM!), but it’s much more than sales-stages and opportunity management.
    CRM

    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…

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  6. Les Schwab Pride in Performance: Keep It Going.
    CRM

    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…

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  7. Moving Dynamics CRM On-Premise to D365
    Microsoft Dynamics 365, Microsoft Dynamics 365 for Sales

    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…

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  8. Dynamics-365-New-Capabilities
    Microsoft Dynamics 365 for Sales

    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        …

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  9. Microsoft Dynamics, Microsoft Dynamics 365, Microsoft Dynamics 365 for Sales

    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…

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  10. Microsoft Dynamics 365, Microsoft Dynamics 365 for Sales

    [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…

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  11. dynamics crm consultant
    Microsoft Dynamics 365, Microsoft Dynamics 365 for Sales

    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…

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  12. Microsoft Dynamics 365 for Sales

    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…

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