FMTFMT

Microsoft Dynamics CRM Archives - Page 2 of 4 - FMT

Search Archive
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 user interface. Oftentimes this works, but what if the fields that need display can change over time? Of course, you could customize the Portal anytime a change needs to be made, but that would require deployment each time a change was necessary…and unnecessary deployments should definitely be avoided. This blog post will show you how to set up CRM portals to adjust for dynamic content. Pulling Dynamic Fields in a CRM Portal By leveraging the form customization features of CRM, a CRM Administrator can add any number of fields to a single section of a […]
Video: Dynamics CRM Maintenance - Part I
In this video, we’ll take a peek under the hood of Microsoft Dynamics CRM and uncover the key historical sales and marketing metrics you need to know to plan for the future. We’ll demonstrate best practices for CRM maintenance, like cleaning up your database, reviewing process flow configuration and must have integrations. Lastly, we’ll cover some of the latest Dynamics CRM features and discuss how to get the most out of them. Process Flows • Is your sales process enforced through your CRM system? Integrations • Are you working smarter or harder? Feature Review • Are you utilizing the most valuable features in CRM? • What’s new in CRM 2016? Join us on May 25th @ 10AM PST for Part II! Topics Include: ROI on Marketing Sales Metrics Clean-Up Seats are limited! Register now!
Setting Up Follow-Up E-Mails in Dynamics CRM
In this post I will describe a solution to add Microsoft Office Outlook style functionality to follow-up e-mails. In Microsoft Office Outlook, you can mark an e-mail as read/un-read, and you can also mark the e-mail for follow-up with various scheduling options (today, tomorrow, next week, custom date) and finally mark complete. We’ll see how we can make customization and add similar functionality in CRM as well. The idea behind the solution is to track the activity action history, i.e. we want to keep track of when an action was performed. Whether it was opened, marked read/un-read or marked for follow-up or completed. Let’s start by creating a new entity “Activity Action History” in Dynamics CRM with the following attributes.   Next we’ll customize the form ribbon on the e-mail entity. We’ll add 4 ribbon buttons as shown below.   We will add commands for each ribbon button and add […]
FMT Consultants Releases the Agenda for nVerge 2015 – a Technology Conference on Microsoft Business Solutions
The nVerge 2015 agenda offers over 35 educational sessions on Dynamics GP 2015, Dynamics CRM 2015, Social Engagement, Dynamics Marketing, SharePoint, Office 365 and IT systems. FMT Consultants, a leading San Diego and Los Angeles-based provider of technology solutions, today released the agenda for nVerge 2015 - a one-day technology conference taking place in San Diego, CA on October 27, 2015. The conference agenda offers a wealth of keynotes, breakout sessions, workshops, roundtable discussions, a bustling expo floor with IT service providers and independent software vendors, and ample networking opportunities. During the one-day conference, nVerge attendees can choose between 35+ different educational sessions on Microsoft Dynamics GP 2015, Management Reporter, Dynamics CRM 2015, Microsoft Social Engagement, Dynamics Marketing, third-party applications for the Dynamics product line, SharePoint, Office 365, IT systems and general business management. Premiere local and national businesses, including Stone Brewing Co. and Puget Sound Surgical Center, will share […]
Video: New Features in Microsoft Dynamics CRM 2015
This video highlights the new features in Microsoft Dynamics CRM 2015 including: Enhanced sales process automation New hierarchical visualizations Product management enhancements The new sales and marketing collaboration panel Mobile sales features Expanded case management functionality The many new marketing automation tools FMT Consultants is a leading Microsoft Dynamics CRM Gold Partner.
See What's New in Parature from Microsoft - Spring 2015 Preview
Below you'll fint the spring 2015 Parature preview release guide. The guide contains information about the many new features and product enhancement within the areas of Knowledge Management, Support Ticketing, Self-Service Portal, Mobile, Social, Chat and Packaged Integrations. Contact FMT Consultants for more information about Parature from Microsoft. Download the full PDF guide here     Content Introduction Knowledge Management Support Ticketing Self-Service Portal Mobile Social Chat Packaged Integrations Conclusion Introduction Technology has fundamentally changed customer care, empowering the customer with as much or more information, devices and channels of engagement as the average customer service agent has to deliver service. Growing expectations have presented brands and organizations with the need to become “customer obsessed” and more deeply invest in the technology that will allow them to productively, proactively, personally and consistently respond to and engage with customers at the time and on the channel of their convenience. Microsoft, the productivity […]
Preview: New Features in Microsoft Dynamics CRM 2015
Register now for our Dynamics CRM 2015 events in February 2015! Microsoft released the latest version of its robust Customer Relationship Management solution, Dynamics CRM 2015, in December, 2014. This page highlights some of the new key features and enhancements of Microsoft Dynamics CRM 2015. Download the Preview Guide as PDF here: Download Marketing Business Context – The world is changing and it is impacting how companies need to engage with customers. Customers are 57% of the way through the buying cycle before they engage with you. Marketers, more than ever, need to be there every step with the customer, ensuring that when the customer does reach out, sales, marketing and the customer are all on the same page. Marketing owns more of the customer journey than ever before, so they must engage customers in new ways, across new channels in a personalized, relevant way. At the same time, marketers […]
FMT Consultants Achieves a Microsoft Silver Application Development Competency
FMT Consultants earns distinction through demonstrated technology success and customer commitment. San Diego, CA, November 21, 2014 - FMT Consultants, a leading Southern California Microsoft Partner and technology consulting firm, today announced it has achieved a Silver Application Development competency, demonstrating its ability to meet Microsoft Corp. customers’ evolving needs in today’s dynamic business environment. To earn a Microsoft silver competency, partners must successfully demonstrate expertise through rigorous exams, culminating in Microsoft certifications. And to ensure the highest quality of services, Microsoft requires customer references for successful implementation and customer satisfaction. Since 1995, FMT Consultants has been partnering with emerging to mid-sized companies to increase profitability through innovative and efficient use of technology solutions. FMT Consultants leverages the expertise of 50+ passionate technology experts, a dedicated, in-house customer service team and a wide array of software applications, including Microsoft Dynamics GP, Dynamics CRM, Microsoft SharePoint, Office 365, SAP Business ByDesign […]
A Quick Introduction to Business Process Flows in Microsoft Dynamics CRM 2013
What are Business Process Flows? Business Process Flows in Microsoft Dynamics CRM 2013 are a new and powerful addition to the Processes section that helps visualize the necessary steps in a business process. From MSDN: A business process flow guides you through various stages in the business process, from start to finish. …..The process flow will tell you where you are in the process, where you came from, and what to do next. You are able to continuously monitor your own progress.  Source: http://msdn.microsoft.com/en-us/library/dn481586.aspx Creating/Modifying Business Process Flows As business process flows are an out–of-the-box construct in CRM 2013, it is quite simple to create or modify a business process flow. The easiest way to view all business process flows is to first select Settings on the command bar, then Processes from the sub-options in settings. Then you will be able to change the view of the processes to Business […]
Business Process Flows in Dynamics CRM 2013: Hiding/Showing a Section Based on the Current Stage
Business processes in Microsoft Dynamics CRM 2013 are great out-of-the-box, but there are also a few things that we can do in terms of extending the functionality of the stages with some customizations. In this blog I'll show how to conditionally hide/show a business process flow section based on the current stage. For example, let’s say that for some business process flows, before entering information on a new lead you want to validate that this lead does not already exist in CRM as an account or contact: To drive home this point to your end users, on the lead form, you will not show ANY sections unless this stage has been addressed. Therefore, if you are in the “INITIAL” stage as shown above, then nothing should be visible on the lead form until you progress to the next stage (in my example the stage name is GATHER). Here is how […]
Using Out-of-the-Box Field Level Security to Apply Security to Business Process Flows in Dynamics CRM 2013
Business processes in Microsoft Dynamics CRM 2013 are great out-of-the-box, but there are also a few things that we can do in terms of extending the functionality of the stages with some customizations. In this blog I'll show how to use out-of-the-box field level security to apply security to business process flows in CRM 2013. Hiding and showing a section is a good way to limit your end users to be working with only the fields that they need access to, but we can apply out–of-the-box field level security to business process flows as well. Let’s say you wanted to add a Boolean field called something like Progress to the first step, and only certain users could be allowed to change the value of Progress from No to Yes. What you would do is: 1. Create a new Boolean field that is enabled for field level security: 2. Create a […]
Experience Dynamics CRM, Dynamics Marketing and a Wide Array of Third Party Microsoft Dynamics Applications at nVerge 2014
nVerge 2014 is a one-day technology conference taking place on September 25th, in San Diego, CA. The conference focuses on the latest feature updates and trends for Microsoft Dynamics CRM, Dynamics Marketing, Dynamics GP, Microsoft SharePoint, Microsoft Office 365, Business Intelligence, Corporate Performance Management (CPM) solutions, third party software applications for the Microsoft Dynamics product line, hardware solutions and IT services. The nVerge 2014 agenda offers a combination of keynote and breakout sessions, presentations by premiere San Diego businesses, ongoing learning labs, a bustling expo floor, networking sessions, breakfast, lunch featuring a special presentation by Dale Carnegie of San Diego and post conference cocktail reception. See the full agenda here. The Dynamics CRM and Dynamics Marketing sessions at nVerge include: Build Your Pipeline with Microsoft Dynamics Marketing Microsoft Dynamics Marketing is the offspring of Microsoft’s acquisition of Marketing Pilot and was made available with the Dynamics CRM spring 2014 release. […]
1 2 3 4
©
2021
 FMT Consultants, LLC.
|
Privacy Policy
X
FMT

Contact Us

X
FMT

Newsletter Sign-up

menu linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram