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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 […]
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 3: Knowledge is Power
FMT has learned a lot at Summit16 this year, but we’re not done! We spent Day 3 attending many different educational sessions. In today’s update, we’ll give you a quick overview of what we learned. Project Service: Lifecycle from Sales to Service Deployment Microsoft now offers a solution to manage the entire lifecycle of their client-facing services projects within its CRM platform. CRM Project Service extends the Dynamics CRM platform to enable it to function as a single system of engagement for sales, project delivery, resourcing, and billing activities. Project service capabilities in Microsoft Dynamics CRM provides an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. Additionally, Project Service facilitates collaboration on projects across the entire enterprise. Customer Insights Powered by Dynamics 365 and Cortana Intelligence Dynamics 365 and Cortana Intelligence bring together all interactions that a customer has […]
New Features in Microsoft Dynamics GP 2016
Microsoft’s Dynamics GP has been a staple of business management solutions for a while, and it just keeps getting better. With the newest version, Dynamics GP 2016, Microsoft has taken a big step towards creating the ultimate user-friendly, efficient ERP system. In this post, we’ll cover the newest features included in GP 2016 so you can be sure you don’t miss a thing. The Switch to HTML5 The biggest and most exciting change that comes with Dynamics 2016 is the new web client. Previously, the GP web client was powered by Silverlight, but with this new update Microsoft has made the switch to HTML5. So what does this mean for you? By switching to HTML5, the GP web client is more agile and has improved accessibility. HTML5 also allows GP to finally become browser and device agnostic. This means with the new client you can log in from anywhere using […]
Revolutionize Your Business Processes with Microsoft Dynamics 365
Microsoft wants to help you transform your business. In the recent months, we’ve been getting excited about Microsoft’s plans for the future of its Dynamics business solutions. Today, we’d like to share that excitement with you. At Microsoft’s World Partner Conference this past month we gained a lot of valuable information about Dynamics 365, formerly Project Madeira, and how it will help organizations streamline finances and operations in an integrated business solution. In this blog post, we’ll go over what we know about Dynamics 365, how your business can benefit from it, and how Microsoft plans to revolutionize the way your business operates. What is Microsoft Dynamics 365? Dynamics 365 is Microsoft’s way of helping you manage all your business operations from finances to marketing in one affordable, easy to use, cloud-based system. Bringing together the best of Microsoft Dynamics ERP and CRM cloud services, along with a wealth of […]
New Microsoft Dynamics CRM SDK Feature: Grid APIs
  Microsoft Dynamics CRM 2016 contains many new Form scripting capabilities. Along with other great features, there is a new and improved CRM Grid API (originally introduced in CRM 2015 Update 1). Up until now, CRM Grids only supported the ability to be refreshed. In this update you can now interact more with the Grid controls. Grid APIs are valid for: Form Sub Grids Grid Controls passed as a parameter to a ribbon Rule or Action Grid API now supports common functions like on load, accessing a grid view’s rows and data, and an API call for switching sub grid views or hiding sub grid view control programmatically. A few common use cases for these API’s are: Access the visible data in a grid, without having a round trip call back to CRM Access the grid, call the refresh and get the total number of records returned, without having a […]
New System-Wide Features in Microsoft Dynamics GP 2015
  Below you'll find more details on the new system-wide features and product enhancements for Microsoft Dynamics GP 2015: Services Based Architecture The Service Based Architecture changes the way you think about integrating or building applications that use GP functionality. Unlike the previous services model that provided a limited set of operations and was challenging to extend or modify the new architecture provides a developer with the ability to access any sanScript based functionality within core or third party dictionaries. Developers can utilize prebuilt operations or create their own using the familiar sanScript language and then expose those operations through a REST based API. The new architecture secures communications for access to operations through the new Identity Management functionality authenticating users with either Windows or O365 (Azure AD) Identities. The operations themselves are included in the GP security model just like forms and reports so you can assign access to […]
Increase User Adoption with Your Own In-House CRM Support Entity in Dynamics CRM 2013 - a Step-by-Step Guide
User adoption is pivotal when implementing Microsoft Dynamics CRM within your organization. A key component to turning your CRM implementation into a successful investment is by providing timely post go-live and on-going support in a manner that reassures your users that the system will be properly supported. Support could range from training, user feedback, suggestions, enhancement requests, technical issues, bugs, reporting requests, etc. It’s best to have a solid plan in place, whether that’s using an existing I.T. ticketing system or having dedicated staff. But the reality is that many companies don’t have the time and/or resources to put something in place until after the first critical user adoption period has passed. If users don’t adopt to the system initially, it makes it much harder to get them on board later on. One way to show your users that they’ll have the support they need is by creating your own […]
My Top 9 Microsoft Dynamics CRM 2013 Features
The following is a list comprised of my top 9 (in no particular order) favorite new features of Microsoft Dynamics CRM 2013. Throughout all my favorites, you will see that the individual user experience and choices among other benefits are pervasive. 1. Navigation A giant and very apparent difference between Dynamics CRM 2011 and CRM 2013 is navigation. The left navigation and ribbon menu are gone! In CRM 2013, without left navigation and no ribbon menu, all you have to do is click on any drop down to access the page you wish. With no ribbon, you’ll only see the commands related to the things you’re working on instead of a ribbon displaying everything - it’s all stripped down to just the few relevant commands.. Simple is good! 2. Auto Save No need to tap Save when you’re editing. Records are saved automatically when you create a new record or […]
FMT Consultants, LLC Announces Partnership with Dell
SAN DIEGO, CA — August 23, 2012 — FMT Consultants, LLC has recently partnered with the multinational computer technology corporation, Dell. The partnership comes out of a desire to accelerate the company’s hardware solutions offerings and provide our small to mid-sized clients with complete enterprise level IT solutions. Founded in 1995, FMT Consultants provides technology solutions designed to help our clients address challenging business and technology issues. FMT leverages the power of a broad array of applications including Microsoft Dynamics CRM, Dynamics GP, SharePoint, Office 365, SAP Business ByDesign and now hardware systems from Dell. “FMT is excited to partner with Dell as this will allow us to better serve our clients by providing a breadth of hardware solutions to them. With this partnership, our customers can leverage FMT’s buying power for their hardware needs. Dell’s stellar Customer Service reputation aligns perfectly with FMT’s core value of providing excellence customer service,” […]
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