Microsoft Dynamics 365 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. Editable-Grid-CRM
    Microsoft Dynamics 365

    Editable Grids: Another great feature of Dynamics 365

    Dynamics 365: Editable Grids Do you like efficiency and saving time? If you do, read on to learn more about Dynamics 365 Editable Grids. All versions prior to Dynamics CRM 2013 had no type of editable grid, if a user needed to modify any record, the record had to be opened in a new window…

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  2. Parature-CRM-Service-Module-Dynamics-365
    Microsoft Dynamics 365

    Service your Customers best with D365 CRM Service Module

    Your customers are relying on your service to help them work through their daily woes and the Dynamics 365 CRM Service Module can help you do just that! In this blog, we’ll discuss various Out of Box features and many benefits of the Service Module. FMT can help your business unlock this functionality and much,…

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  3. 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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  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. Microsoft Dynamics 365, SharePoint

    [Video] Connect Customers and Their Information with CRM + SharePoint

    Are your customer documents (quotes, contracts, etc.) associated with the correct customer and easily accessible from within their account record in CRM? If it takes your sales team more than a few clicks to find accurate customer information, you can streamline your process and improve sales performance with the powerful combination of Microsoft Dynamics 365…

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  7. Group Viewing Excel Templates
    Microsoft Dynamics 365

    Excel Templates: Another Powerful Reporting Tool in Microsoft Dynamics 365

    Last year, I shared another blog entry called, “Dynamics CRM 2016 Online Reporting: Breaking down the Fine Print.” At that time I had not had the chance to work with Excel Templates— a super attractive feature for Excel lovers. This feature was introduced in the Dynamics CRM 2016 Update (Online/On Premises). Here we will explore Excel Templates…

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  8. Microsoft-Flow-Automate-Tasks
    Microsoft Dynamics 365

    Task Automation – Microsoft Flow and Smartsheet

    Task Automation is today’s need, to save an Organization’s precious time and resources. Task Automation allows the use of various systems and technologies to reduce the amount of human intervention to complete a task or a process. Microsoft Flow is a cloud-based tool that allows users to create and automate tasks and workflows across applications…

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  9. dynamics crm consultant
    Microsoft Dynamics 365, Microsoft Dynamics CRM

    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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  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. Microsoft Dynamics, Microsoft Dynamics 365, News

    The End of Microsoft Dynamics Marketing – Make Way for Dynamics 365

    As of November 1, Microsoft has discontinued the sale of Microsoft Dynamics Marketing to new customers. This change paves the way for the adoption of Microsoft’s new product, Dynamics 365. Microsoft will be supporting their Marketing customers through the new Dynamics 365 for Marketing application. Built specifically for Dynamics 365, this new app is expected…

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  12. Dynamics 365, Dynamics, Summit, Summit16
    Microsoft Dynamics 365, News

    Summit16 Day 1 News Round Up: Dynamics 365, Intelligence, and More!

    Yesterday was the opening day of Summit16 in Tampa, Florida and we’re lucky enough to be a part of this great experience!  We thought we would pass some of this information on to you. So without further ado, here’s what we learned during Day 1! The Keynote Day 1 featured an amazing keynote which gave…

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