1-Click Document Generation in CRM 2016 (Web and Mobile)

Formalized documents are a cornerstone of business dealings – from quotes and contracts to work orders and invoices. Leveraging CRM data to automatically generate these documents from standardized templates enhances productivity, reduces human error and ensures standardized communication across the company In CRM 2016 you can 1-click generate documents for any end-user facing entity. In…

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Comparing the Dynamics CRM App for Outlook with Dynamics CRM for Outlook

With CRM 2016 comes the new CRM App for Outlook (lightweight app) Microsoft Dynamics CRM App for Outlook is a lightweight app you can use to view Microsoft Dynamics CRM information and track email from within Outlook. The CRM data appears right in your Outlook Inbox. You can use Dynamics CRM App for Outlook on:…

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Configuring the brand new Engagement Hub in Dynamics CRM 2016

In my previous blog post "First Glance: the brand new Engagement Hub in Dynamics CRM 2016" we took at look at the new user experience in the brand new Engagement Hub, using the built in dashboards for Tier 1 agents, Tier 2 agents and Knowledge Management. Obviously you can build your own dashboards too. Before you…

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First Glance: the brand new Engagement Hub in Dynamics CRM 2016

With Dynamics CRM 2016 comes the brand new Engagement Hub. I just received a preview instance of Dynamics CRM 2016 and did some initial testing of the look and feel of the new Engagement Hub This new online user experience (UX) design provides a modern and intuitive end user experience for customer service roles. Dashboards…

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PowerShell module for performing data operations and manipulating user and system settings in CRM

Did you ever wish to perform all these operations in Microsoft Dynamics CRM using PowerShell: Create, retrieve, update, and delete records in CRM Manage CRM security by adding/managing users, teams, and their roles Import and export CRM solutions Manage user and system settings While some of it was possible earlier using the official CRM PowerShell…

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Microsoft Dynamics Marketing 2015 Update 1.1 is now available

Microsoft Dynamics Marketing 2015 Update 1.1 is now available. Update 1.1 introduces the following features: Server time zone is now automatic: The server time zone setting has been removed from the Site Settings page. All times are now stored using coordinated universal time (UTC) and will automatically be converted to local time zones for display…

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Update 1.1 for Microsoft Dynamics CRM 2015

Update 1.1 for Microsoft Dynamics CRM 2015 has been published. Amongst other issues, the following issues are resolved: Errors occur when launching Outlook when items are tracked and exist in a non-default Outlook store. After choosing to remain offline in the Outlook Client, the Outlook Client continues to attempt to go online every fifteen minutes….

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