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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 to some of these factors as they are real opportunities for you to effectively modernize your business processes: 1. Customizations From Custom Entities to Workflows to Plugins to ISVs to XRM, chances are, you’ve got some level of customization going on in your CRM system. As long as you have CRM 2013 or later, cross your fingers, you’ll be able to upgrade customizations without issue: Version compatibility Solutions exported from an earlier version of Dynamics 365 can be imported into later versions as shown in the following chart. Upgrading without issue, unfortunately, is oftentimes not […]
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 With the new Unified Client interface, users will be able to have a single experience across all different UI’s like Web, Mobile, Outlook & Tablet! This UCI will be rolled out first to the Business Edition & later on for the enterprise Edition! The idea behind this is that the era of web vs. mobile is over and now the UI will adapt to the screen in use. You will also have the same customization options in each. Content will be presented in a way that will reflow into different states of the control as the space available to it […]
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 still on the form, the record is automatically saved to the server. The only time you will ever need to manually save a record again is when you first create it! Afterward, you never have to click on any save button ever again. Now you’re all wondering how one might add this Auto Save functionality to your Dynamics 365 CRM. Just follow these two simple steps: Go to the Dynamics 365 Menu and navigate to Settings > Administration > System Settings Under the General tab, on the first line, you will see “Enable autosave on […]
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 as another reporting capability in Microsoft Dynamics 365. Excel templates can use Dynamics 365 as a data source and perform calculations, pivot tables, pivot charts, macros and many other Excel operations. You may be wondering, can’t you just do the same thing with Dynamic worksheets? Yes, you can! However, there’s a big difference that you can take advantage of; Excel templates are hosted on the Dynamics 365 platform. That means these Excel templates can be shared and used across your organization— forget that folder share solution on your intranet.    The Good: Easy steps to configure […]
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 to be released Spring 2017. The app will be part of the Dynamics 365 Business Edition, and according to Microsoft, will leverage “years’ worth of customer feedback, internal experience, and industry refinements in the marketing space to bring forth the next generation of marketing.” What’s Included? Dynamics 365 for Marketing will include support for email marketing, event management, and landing pages. Additionally, the application will have deep integration with Dynamics 365 for Sales. Users of both Dynamics 365 for Sales and Marketing will be able to manage their prospects from lead to customer. This is […]
Summit16 Day 2: CRM Smack Talk Comes to the Workplace
FMT is at Summit16 this year and Day 2 showcased just as many exciting developments as Day 1. If you missed our first news roundup of Summit16 don’t worry, you can find it here. Education It’s no surprise that Microsoft is continuing its vision to bring technology to the education experience. After all, they’ve been championing students and teachers everywhere for a while now. Day 2 saw the promise of continuing this effort with new tools and features that simplify and enhance the teaching and learning experience. Gamification Fostering “Smack Talk” at Work CRM will now have a “gamer’s view” where managers can create teams and allow them to compete while CRM tracks and shows their progress. These contests come with sports and game like templates such as a basketball court, customizable uniforms for team members, and more. Generation gap bridged! CRM Marketing CRM is in the process of refreshing […]
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 us our first look at many parts of Dynamics 365. Not only did we get a look at Dynamics 365, but we also learned about several technologies and products that have been rumored for a while.  We also learned that, as part of Microsoft’s change in approach, the Dynamics suite of products can now be bought/activated by individual products or, as they are now referred to, lines of service. Intelligence The Dynamics 365 native integration has officially brought the mobility space, enhanced by Cortana AI capabilities, across the Suite for the first time. There is […]
Don’t Fall Behind! Get Ready for Dynamics 365!
Here at FMT, we’ve been eagerly awaiting Dynamics 365 for months. Today, Microsoft added to our excitement by making some major announcements about their newest business solution! In this blog post, we’d like to share with you everything we’ve learned about Dynamics 365 and how it’s going to change the way that you do business. What is Dynamics 365? Dynamics 365, formerly known as Project Madeira, is Microsoft’s new way of bringing together the best from their Dynamics ERP and CRM cloud services. Along with the many apps available on Microsoft’s AppSource, your business will be able to build the perfect, custom tailored system. This software as a service model makes it easy to start small and add functionalities as you need them, freeing your business to grow at its own pace. Intelligence for Your Entire Business One of the most exciting features of Dynamics 365 is the way it […]
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