Microsoft Dynamics CRM Archives - FMT
Dynamics 365: 2019 release wave 2 plan
The release plan (formerly release notes) for the 2019 release wave 2 describes all new features releasing from October 2019 through March 2020 for Dynamics 365. You can either browse the release notes online or download the document as a PDF file. New for wave 2: The Power Platform (PowerApps, Microsoft Flow, and Power BI) features coming in the 2019 release wave 2 have been summarized in a separate release plan. 2019 release wave 2 overview The 2019 release wave 2 for Dynamics 365 brings new innovations that provide you with significant capabilities to transform your business. The enhancements to Dynamics 365 applications include hundreds of new capabilities across the business process applications: Sales Marketing Customer Service Field Service Project Service Automation Finance and Operations Talent Retail Business Central The 2019 release wave 2 enhances artificial intelligence capabilities to help organizations accelerate their transformation of customer service, sales, and marketing […]
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 […]
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 […]
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 CRM before, you know that you’ll need at least a SQL Server and a Windows Application Server. The supported versions of SQL or Windows Server range from 2008R2 to 2016, you need to create service accounts for things like the VSS Writer Service and the Async Service—not to mention you’ll probably need the E-mail Router and Reporting Server Services set up. I haven’t even mentioned a single Account or Customer yet and there is already all this complexity that needs to be managed. With Dynamics 365, an organization can be provisioned literally in minutes and […]
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 of Truth” has many business benefits such as: Grow sales with your potential customers Segmenting and targeting your customers specifically Drive referrals from satisfied customers Use reporting features to make better decisions for: Forecasting Marketing communications Contact campaigns All of the above is largely known today but there are many more advantages with CRM portals. With CRM portals, there is potential to create an information hub to bridge the connection between partners, customers and you. Typically, this is accomplished with a webpage frontend that interacts with only those parts of your CRM system you want […]
What’s New With CRM 2016 Spring Wave?
As of the December 2016 update for Dynamics 365 (online and on-premises), Dynamics CRM functionality is now included as a part of Dynamics 365. In order to enhance the CRM user experience whether to make it more user-friendly for mobile clients or to enrich the ease of use for web clients, the CRM 2016 spring wave includes many new and interesting features for end users. Editable Grids in CRM 2016 Spring Wave In the older Dynamics CRM releases, the users were not able to enter any data directly into Grids (like form views) or subgrids on the forms. They had to click each record individually, open its form, edit it and save it. Users complained that this function required too many clicks. With the new editable grids, the users can do the following: Inline editing of any type of field in any row. Group and sort by any […]
Coordinating & Managing Teams in The Field Just Got a Whole Lot Easier
Are you required to dispatch teams into the field in order to perform operations efficiently? If so, you could greatly simplify the process of managing your field operations easier with some help from Microsoft Dynamics CRM Field Service. From product installations to routine maintenance, field operations require a complicated web of systems just to function. Often times, with these complications comes lost data, additional manual effort, and reduced visibility. However, this doesn’t have to be the case. By bringing everything under one roof with Dynamics CRM, your organization can effortlessly track anything from initial marketing activities to a service call for field service, all on one platform with effortless up to the minute reporting on each piece. This insight can lead to a powerful competitive advantage in the market. In this blog, we will preview some of the features of Dynamics Field Services that we’ll cover in depth in the […]
Microsoft Boosts Mobility in Dynamics CRM 2016 SP1
Microsoft continues to improve their products to align with the company’s mobile first, cloud first mantra. Believing that working on the go is a key pillar for business productivity, Microsoft Dynamics CRM 2016 update 1 and SP1 dedicated a special effort to enhancing the mobility experience. The key features in the latest release of CRM 2016 ensure that employees have access to information and vital functions 24/7, from anywhere! Let’s check out the new mobility features: Company News Timeline Solution Company News Timeline Solution, which can be added to your Microsoft Dynamics CRM platform in a few minutes, enables your sales representatives to stay on top of all the news related to their accounts, leads, contacts, and opportunities right from their CRM mobile app. The Solution automatically captures the latest and most important news articles from Bing news. The Solution also organizes the content by time (Today, This Week, Last Week) […]
Contact Center Productivity Opportunities with Unified Service Desk 2.0 for Microsoft Dynamics CRM
Contact Centers are a goldmine of opportunities to increase productivity, and Unified Service Desk (USD) for Microsoft Dynamics CRM is the perfect productivity tool to mine those opportunities. This blog will outline three common productivity gains contact centers can glean from using Unified Service Desk. 1. Increase Agent Productivity Automating processes with USD can drive increases in agent productivity. At one call center I helped, agents had to log into four different applications to find customer data! The agent would go from application to application searching for the customer’s information all the while you could hear the customer getting frustrated on the phone. With Unified Service Desk we were able to automate searching all of those systems and displaying the customer’s record with a just a few clicks for the agent. As a result, the call center was able to reduce average handle times and they were able to increase […]
Taking Your Partnership to a Higher Level: FMT Consultants as your New Cloud Solution Provider
Everyone wants to be in the “Cloud,” but the thought of working directly with a large vendor may be intimidating. Dealing with multiple support agents and large annual commitments may be concerning to your small/midsize business. If your company currently uses Office 365, Azure, or CRM Online, why not work with a local partner who can accommodate your business needs? This blog will review key benefits of partnering with a Tier 1 Cloud Solution Provider and the seamless steps to make it happen. Like the clouds in the sky, the benefits are endless! Support from familiar faces Continue working with the same consultants who have successfully implemented other projects for your company. We understand your business and your IT environment. Consistency is key and this will reduce the time spent onboarding new resources. Billing Forget about the annual agreements. CSP offers month-to-month plans with no commitments. FMT also offers […]
What is Dynamics xRM?
The Information Technology field is crawling with acronyms, and it can often be challenging to make sense of all of it. Once you feel comfortable with an acronym like CRM, the industry introduces a new term like xRM that has you scratching your head all over again. For the purpose of this blog, we are going to take a look at xRM - what it stands for and how it can impact your business. First, I'll need to start with another acronym - "CRM" - which stands for Customer Relationship Management. If we take the words Relationship Management from CRM and replace the C, we're left with x Relationship Management - and that's what xRM really is; it's anything-you-can-think-of Relationship Management. Using Dynamics CRM as a platform, organizations have the ability to leverage its abundant features to create the solution that truly fits their needs. Here's a quick breakdown of […]
The Cure for Sloppy Sales Syndrome: 3 Tips on Getting Organized Using Dynamics CRM
Are you feeling the symptoms of sloppy sales syndrome? Misplacing important documents, digging through hundreds of emails, and forgetting to follow up on an opportunity are all key indicators. No sales person wants to complain about having too many opportunities, but at times the workload can be time-consuming and overwhelming. By minimizing these issues, you optimize your profits. This blog will share the top 3 tricks to stay organized using Microsoft Dynamics CRM. 1. Tasks: Set Daily, Weekly, and Monthly Reminders Tasks are a sales person’s best friend. Dynamics CRM tasks are your daily reminders to perform action items during a sales cycle. They keep you accountable for future action items and eliminate the risk of losing any information saved on notepads, post-its, or white boards. 2. Set Regarding: Link Information for Easy Discovery Ever try looking for an email conversation that you had a few months ago that includes […]