Microsoft Dynamics CRM 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. Dynamics-365-New-Capabilities
    Microsoft Dynamics CRM

    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        …

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  2. 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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  3. 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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  4. Microsoft Dynamics CRM

    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…

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  5. Microsoft Dynamics CRM

    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…

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  6. Microsoft Dynamics CRM

    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….

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  7. Cloud, Microsoft Dynamics CRM, New Customers, Office 365

    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…

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  8. Microsoft Dynamics CRM

    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…

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  9. Microsoft Dynamics CRM

    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…

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  10. Microsoft Dynamics CRM

    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…

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  11. Microsoft Dynamics CRM

    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…

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  12. Customer Care - San Diego, Customer Care - Los Angeles, Customer Care, Support, IT, Help, Los Angeles, FMT Consultants, Consulting, ERP, CRM, Microsoft, NetSuite, SAP
    Microsoft Dynamics CRM

    Expanding The Capabilities of CRM Portals Part 1 – Dynamically Displaying Controls from CRM Form Section

    Web Portals can extend your Dynamics CRM capabilities by offering non-CRM users access to your data through customized web forms. Portals are extremely versatile and offer an infinite number of possibilities in integrating, displaying and manipulating CRM data with a different interface. Typically, Portal Development involves pulling CRM fields and displaying them in a custom…

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