One of the advantages of Dynamics 365 is the new and improved tablet interface. Microsoft has been making great strides to help minimize white space and scrolling, and using Action Cards to alert users of high priority emails, accounts and activities. This is great news for our sales teams working diligently out in the field [...]
One of the golden features of Dynamics 365 is Advanced Find. It’s my go-to feature for building queries and finding exactly the data I need in the shortest amount of time. However, there is one caveat; this native feature does not allow you to build an Advanced Find with a “Does Not Exist” or “Does [...]
Recently, Microsoft has been releasing vertical-oriented managed solutions to complement the basic out-of-the-box (OOTB) CRM customizations as a way to quickstart an implementation. One of which, the Project Service demo, has had some issues when users decide to remove said solution from their instance if it’s not the right fit. The technical details for the [...]
The new Relationship Insights is available now for Dynamics 365 CRM. If you’re already a Dynamics 365 user, it’s suite of capabilities is included as part of your license at no extra cost. The videos and information provided below provide a first look into the new Relationship Insights capability and each of the key elements [...]
Dynamics 365 allows individual users to create their own email signatures in Personal Settings. Follow these steps to create an email signature: 1. On the member homepage, click on the gear icon for Person Settings and select ‘Options’. 2. Under Personal Options, navigate to the ‘Email Signatures’ tab and click ‘New’ from the actions toolbar. 3. [...]
Microsoft has released a video showing some features of the 2016 version of Office. New collaborative editing of documents. Applications using cloud storage much more gracefully. New experience from phone using the Office suite. Very exciting to see how Microsoft is updating its portfolio of products. Watch the video directly from the Microsoft Office blog.
When your instance of MS CRM 2015 receives the update 1 rollup for online customers or you apply the rollup to your on-premise implementation of MS CRM 2015 you will now have the ability to setup themes. This is the first incarnation of this feature for MS CRM so there are some limitations. Watch this [...]