Using Portal Capabilities in Dynamics 365 (CRM)

Portal Capabilities of Microsoft Dynamics 365 The Portal Capabilities of Microsoft Dynamics 365 extend Dynamics 365 (CRM) to the web delivering a best-in-class web engagement experience for community, partner management, customer service and a breadth of other solution areas. One of the most compelling features of the Portal Capabilities of Microsoft Dynamics 365 is the set of functionalities…

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Email Engagement in Dynamics 365 (CRM)

Taking advantage of the Microsoft Azure cloud-computing infrastructure One of the great things about Dynamics 365 is that it aims to break down the invisible barriers that have traditionally existed between CRM, ERP, productivity software, and other systems that you use in your work. Dynamics 365 is increasingly taking advantage of the scalability, data integration,…

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Editable Grids Is Here

Editable Grids in Dynamics CRM What is it To enrich the CRM user interface for a touch friendly interaction across all mobile clients, we introduced a new set of embedded controls for the CRM Mobile Client Application (aka MoCA) with the Custom Control Infrastructure feature in the last release. These controls offer both a more…

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Understanding Server-side Sync

Server-side Synchronization (SSS) is an alternative to Outlook synchronization which requires the CRM for Outlook add-in running in your Outlook for syncronization to take place. To help you understand SSS we have recently published a new whitepaper “Server-side Synchronization in Dynamics CRM and Dynamics CRM Online”. The whitepaper describes in detail the process for synchronizing accounts,…

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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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Support with Intent

Customers expect you to support them on multiple channels, including Social. If they need a response from you they’ll most likely post a message with a purpose on Social media, eg Twitter The larger the number of posts targeted at you, the more work intensive and time consuming it gets to read through all of…

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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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