Save time and be consistent with email signatures in Dynamics CRM

In Dynamics CRM 2016 you can now create a signature for your CRM email or for a queue. Use an email signature to save time and be consistent in your responses. The owner of an email signature can be a user or a team. How to create an email signature Click the Settings button (1)…

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Backing your CRM Online instance up on demand

You have multiple options for backing up and restoring your Dynamics CRM Online instances. For Dynamics CRM Online 2016 Update 1, we’re introducing on demand backups that you can perform on Dynamics CRM Online 2016 Update 1 Production and Sandbox instances. With on demand backups, you can make your own backup before making some significant…

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Go with the Flow

Most of us make use of several (specialized) apps in our daily lifes. The apps often times overlap quite a bit. We can save time if these apps are able to exchange data, so we don’t have to key in information twice. Microsoft Flow is a preview product to help you set up automated workflows…

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View usage activity metrics with a new preview feature, Organization Insights

With the latest release of Microsoft Dynamics CRM, we have delivered a new preview feature, Organization Insights, which provides the system administrator(s) of a CRM Online organization with the ability to view usage activity metrics to gain a better understanding of how well the CRM instance is being used. The Organization Insights dashboard shows information…

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Read all about it – the CRM 2016 Spring Wave

The CRM 2016 spring wave includes many new and exciting features! This blog shows you where to go for new information, whether you’re an admin, customizer, developer, or end user. The official names for the spring wave releases are: Microsoft Dynamics CRM Online 2016 Update 1 and Microsoft Dynamics CRM 2016 Service Pack 1 Microsoft…

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Linking CRM Portal to the Knowledge Base in CRM

With the new CRM Portal you can build a powerful Knowledge Base as a part of your customer service offering allowing users to find answers to common issues quickly while reducing the strain on your own support resources. Knowledge base articles are indexed and easily searchable. Case deflection can be enabled to require users to…

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The new CRM Portal and Portal Comments

The upcoming release of Dynamics CRM Online 2016 Update 1 introduces the first Microsoft-published version of portal capabilities for CRM (integrating the acquisition of Adxstudio Portals). The Portals are now in preview. One of the Portals is the Community Portal. The Community portal enables peer-to-peer interactions between experts in the community, subject matter experts within…

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The new full offline experience with mobile Dynamics CRM apps

I am excited that users of Dynamics CRM Online will soon be able to have a full offline experience with mobile apps. You will be able to create, change, and delete records while offline. This provides the ability to get your work done even when there is interruption in connectivity. Automatic playback of offline actions…

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New – Time Entries on Dynamics CRM for Phones

Thanks to the new Project Service in Dynamics CRM (see this blog post) you can now enter your time and expenses for the projects you’re working on. You can stay on top of your time and expense entries to make sure: Your clients are billed properly You get credit for the work you’ve done Your…

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