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

    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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  2. Moving Dynamics CRM On-Premise to D365
    Microsoft Dynamics 365, Microsoft Dynamics CRM

    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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  3. Dynamics-365-New-Capabilities
    Microsoft Dynamics CRM

    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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  4. autosave feature, Microsoft Dynamics, Microsoft Dynamics 365, Microsoft Dynamics CRM

    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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  5. Microsoft Dynamics 365, Microsoft Dynamics CRM

    [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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  6. dynamics crm consultant
    Microsoft Dynamics CRM, Microsoft Dynamics 365

    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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  7. Microsoft Dynamics CRM

    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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  8. Microsoft Dynamics CRM

    Has Your Company Truly Adopted Microsoft Dynamics CRM?

    Have you ever wondered who in your organization is utilizing your Dynamics CRM application most effectively?  On the other hand, have you ever wondered who is NOT using the system?   If your organization is on Dynamics 365 (online) or Dynamics CRM online, then you have the metrics that you need to target your Power…

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  9. Microsoft Dynamics CRM

    Why Use Dynamics CRM Portals?

    By now, most everyone is familiar with CRM applications. In fact, most companies, large and small, use a CRM tool, module, software or platform for customer information tracking and reporting. Certainly, the majority of companies only ever consider CRM as an internal use system but what about CRM portals? Using CRM as an internal “System…

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  10. Microsoft Dynamics 365, Microsoft Dynamics CRM

    [Video] Mobile App Development Made Easy with Microsoft PowerApps and Flow

    Easily create seamless mobile applications without typing a single line of code! Included in Microsoft’s latest Dynamics 365 solution and Dynamics CRM 2016 Online, Microsoft PowerApps and Flow allows you to easily design your app, connect to a variety of business solutions you are already using, and create workflows in just a few clicks. In this video,…

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  11. Best Practices, Microsoft Dynamics CRM, SharePoint

    Put That Pen Down! 3 Ways to Save a Tree and Save Some Time

    It all begins with an email, phone call or physical meeting.  You scramble, trying to make sure you write down every single detail, but let’s face it!  We can’t possibly write as fast as people talk. I used to think of myself as more of an “old-school” type when it came to notetaking, document management,…

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  12. Microsoft Dynamics CRM

    Microsoft Test Manager (MTM) Basics

    Testing is an important part of every application. Even if a company does not have a dedicated testing team, it is imperative to ensure that any custom development or custom solution is working properly before deployment. Black box testing is a process that involves testing an application from a high level, without any access or…

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