CRM 2013 Archives – FMT
 

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. autosave feature, 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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  2. Microsoft Dynamics 365 for Sales

    Microsoft Dynamics CRM Online Upgraded to 2013: Where Are My Related Activities?

    If you’ve recently upgraded to CRM 2013 and haven’t merged your existing forms with the new forms, you might be wondering how to create activities with the ‘Regarding’ field already populated with your Accounts, Contacts, Leads, etc. In CRM 2013 it is easy to find the Quick Create button at the top of the form…

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  3. Microsoft Dynamics 365 for Sales

    Video: Business Processes in Microsoft Dynamics CRM 2013 – Part II

    This video provides a step-by-step guide on how to set up and manage business processes in Microsoft Dynamics CRM 2013. You’ll learn how to create business processes across multiple entities and automate the sales process from lead to invoicing by using the new and improved business process flow functionality of Dynamics CRM 2013. By watching…

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