Customer Management Archives - FMT
[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 (CRM) and SharePoint. In this video… Discover how you can store and manage documents in SharePoint—providing external users access to collaborate on the documents View documents within the context of a record in Microsoft Dynamics 365 Explore rich features such as enterprise search, custom folder hierarchy, and auto site provisioning. As your local Microsoft Partner, FMT Consultants can help you combine the customer management capabilities in CRM and the information management capacity of SharePoint. You’ll gain a complete view of your customers and their business documents, without having to jump between systems.
5 Steps for Using Drag and Drop Capabilities in NetSuite
There are many instances where having the ability to simply drag and drop a file onto a record or transaction can be of great benefit. For example, let’s say there is a business that requires a signed customer agreement for every new customer. Every time they receive a signed agreement, the company will have to save a file on their server, browse to locate the corresponding customer file, and re-save the file within that customer file. In a case such as this, it would be a huge time saver if they had the ability to simply drag and drop that file onto the customer record. In this blog, we’ll show you how you can set up drag and drop capabilities for your NetSuite records. Step 1: Install the Bundle File Drag and Drop is available as a SuiteApp and can be located by following these steps: Navigate to Customization > […]