Microsoft Dynamics 365 (CRM)

Top Takeaways from Microsoft’s GPUG and D365UG/CRMUG Summits

2017-11-21T08:54:17+00:00 November 20th, 2017|Microsoft Dynamics 365 (CRM), Microsoft Dynamics GP|

Top Takeaways from Microsoft’s GPUG and D365UG/CRMUG Summits In our last Microsoft post, we shared the valuable benefits of joining Microsoft user groups and attending the group conferences. One of the primary perks is the opportunity for your team members to increase their knowledge of Microsoft’s software solutions’ capabilities. The more they know, [...]

Reimagining a Solution with Strong Spas and Cargas Project Management

2017-11-20T09:33:16+00:00 November 17th, 2017|Microsoft Dynamics 365 (CRM), Microsoft Dynamics GP, Success Stories|

Strong Spas, Northumberland, PA Solution: Cargas Software Evaluation and Project Management Strong Spas is one of the largest hot tub manufacturers in the world, but their business is not just about selling products. It’s about offering customers tranquility, well-being, and an opportunity to connect with family and [...]

The Valuable Benefits of Joining Microsoft User Groups and Attending User Conferences

2017-11-20T14:09:21+00:00 November 17th, 2017|Microsoft Dynamics 365 (CRM), Microsoft Dynamics GP|

The Valuable Benefits of Joining Microsoft User Groups and Attending User Conferences Last month, several members of the Cargas team attended Microsoft’s GPUG Summit and D365UG/CRMUG Summit in Nashville Tennessee. As Microsoft Dynamics GP and Microsoft Dynamics 365 CRM software solutions have evolved through the years, the level of support and educational opportunities [...]

Dynamics 365 Upgrade Issue – All users now have access to all Business Process Flows

2017-11-14T11:00:18+00:00 November 14th, 2017|Microsoft Dynamics 365 (CRM)|

Dynamics 365 Upgrade Issue – All users now have access to all Business Process Flows I found an issue with the upgrade to Dynamics 365 which specifically causes issues for customers who have multiple business units and multiple business process flows. Each business unit had their own business process flows for their sales [...]

Why Microsoft CRM? The Advantages of Dynamics 365

2017-12-05T09:56:38+00:00 November 2nd, 2017|Microsoft Dynamics 365 (CRM)|

Why Microsoft CRM? The Advantages of Dynamics 365 Microsoft Dynamics CRM has offered growing and mid-market organizations a powerful solution to manage business relationships. With the launch of Microsoft Dynamics 365 at the end of 2016, Microsoft extended the core functionality of its CRM solution, offering businesses new and enhanced tools to transform their [...]

4 Integrations To Expand Dynamics 365 Capabilities

2017-11-01T15:39:22+00:00 October 20th, 2017|Microsoft Dynamics 365 (CRM)|

4 Integrations To Expand Dynamics 365 Capabilities Microsoft Dynamics 365 offers a robust range of CRM and ERP capabilities to customers. With a cloud-based suite of services to help customers collect, organize, manage, access, and share data, it’s a powerful platform. You can make it even more powerful by integrating it with other [...]

Microsoft Dynamics 365 CRM Advanced Find Basics Part 2

2017-10-13T11:40:58+00:00 October 13th, 2017|Microsoft Dynamics 365 (CRM)|

Microsoft Dynamics 365 CRM Advanced Find Basics Part 2 This tutorial walks you through more robust features of the advanced find report in Microsoft Dynamics 365 CRM. Learn how to setup a report across record types that are related. For example looking up customer in the account record that have an open opportunity. [...]

Microsoft Dynamics 365 CRM Advanced Find Basics Part 1

2017-10-13T11:41:39+00:00 October 13th, 2017|Microsoft Dynamics 365 (CRM)|

Microsoft Dynamics 365 CRM Advanced Find Basics Part 1 This tutorial walks you through the basics of setting up an advanced find report in Microsoft Dynamics 365 CRM. Learn how to setup a report for accounts, contacts, leads and opportunities as examples and customize the columns in your report. If this video is [...]

What Is Microsoft Dynamics 365? – An Overview

2017-08-28T21:28:16+00:00 August 28th, 2017|Microsoft Dynamics 365 (CRM)|

What Is Microsoft Dynamics 365? – An Overview Inquiring minds want to know, “What is this thing called Microsoft Dynamics 365, and what does it mean for my company?” We believe that’s a reasonable question, and we’re happy to share information to give you a better understanding. So, What Is Microsoft Dynamics 365? [...]

What is Microsoft Dynamics?

2017-12-05T15:30:41+00:00 August 2nd, 2017|Microsoft Dynamics 365 (CRM), Microsoft Dynamics GP|

What is Microsoft Dynamics? Microsoft Dynamics is a set of business software applications, including enterprise resource planning (ERP) for operations and accounting and customer relationship management (CRM) for sales, marketing and service departments. Microsoft Dynamics provides a way to revolutionize your business through streamlined software. To help you understand which solution [...]

Planning A Successful Microsoft Dynamics 365 (CRM) Implementation

2017-10-27T15:51:09+00:00 May 23rd, 2017|Microsoft Dynamics 365 (CRM)|

Planning A Successful Microsoft Dynamics 365 (CRM) Implementation Microsoft Dynamics 365 (CRM) gives companies a robust cloud-based platform for managing and leveraging data for sales, customer service, marketing, field service, and more. With its intuitive user interface, automation, interoperability with other Microsoft tools, and customization capabilities, it’s built to help [...]

New Microsoft Dynamics CRM Features – Dynamics 365 For Sales

2017-04-10T21:17:02+00:00 February 3rd, 2017|Microsoft Dynamics 365 (CRM)|

New Microsoft Dynamics CRM Features - Dynamics 365 For Sales Dynamics CRM functionality is now included as a part of Dynamics 365, a suite of intelligent business applications. New App Model Dynamics 365 (online) introduces a new app model for Dynamics 365 apps and makes accessing these [...]

What Does The Launch Of Microsoft Dynamics 365 Mean For Dynamics CRM And Dynamics GP Customers?

2017-04-10T21:18:18+00:00 October 31st, 2016|Microsoft Dynamics 365 (CRM), Microsoft Dynamics GP|

To provide a more versatile and robust suite of offerings to businesses of all sizes, Microsoft has announced its November 1, 2016 launch of “Dynamics 365.” A 100 percent cloud-based business solution, Dynamics 365 combines some of Microsoft’s most effective existing software services along with new technology. According to Microsoft, “These applications unify CRM and [...]

Microsoft Dynamics CRM vs. Salesforce Comparison

2016-12-16T06:06:18+00:00 June 15th, 2016|Microsoft Dynamics 365 (CRM)|

Microsoft Dynamics CRM and Salesforce are two of the leading Customer Relationship Management (CRM) software packages providing sales, marketing and customer service departments with some of the most robust features and capabilities on the market. Choosing the CRM system that’s right for your organization requires not only a thorough understanding of what each package offers [...]

Conventional Wisdom, Software, and Your Business

2016-12-16T06:06:18+00:00 June 14th, 2016|Microsoft Dynamics 365 (CRM), Microsoft Dynamics GP|

Conventional Wisdom, Software, and Your Business By Jon Clemens, Vice President of Cargas Systems We use this phrase to refer to commonly held ideas and beliefs that seem like they should be true. It’s - well - conventional. According to Wikipedia (and what better place to find a definition for the term “conventional wisdom”), it [...]

Microsoft Dynamics CRM Workflow Tutorial

2016-12-16T06:06:19+00:00 April 6th, 2016|Microsoft Dynamics 365 (CRM)|

Learn how to setup a basic workflow process in Microsoft Dynamics CRM 2016. In this tutorial we will walk you through the workflow process to create an email notification when an opportunity is reassigned. This can be used for new leads, opportunities or cases. A workflow enables you to create and manage your [...]

Delivering Efficiency With Triose And A Custom Solution

2016-12-16T06:06:19+00:00 March 15th, 2016|Custom, Healthcare, Microsoft Dynamics 365 (CRM), Sage Intacct, Success Stories|

TRIOSE, Wyomissing, PA Solution: Intacct, Microsoft Dynamics CRM, And A Custom Billing Application Established in 1999, TRIOSE has earned accolades as a third-party logistics partner to the healthcare industry. The Wyomissing, PA organization delivers freight in, out, and within a health system to meet providers’ and patients’ needs. The TRIOSE [...]

How To Customize Microsoft Dynamics CRM Theme

2016-12-16T06:06:19+00:00 February 12th, 2016|Microsoft Dynamics 365 (CRM)|

Since CRM 2015 UR1 you have the option to customize the look and feel of your Microsoft CRM system to include your company colors and logos by creating a Theme. To create a new Theme go to SETTINGS > CUSTOMIZATIONS > THEMES. Click on NEW: Give the Theme a name and add the Hex Code [...]

Microsoft Dynamics CRM Compatibility With Other Microsoft Products

2016-12-16T06:06:19+00:00 January 13th, 2016|Microsoft Dynamics 365 (CRM)|

By Joe Campagna with Cargas Systems As a Microsoft Dynamics CRM Consultant, I am frequently getting questions from our CRM customer base on whether current versions of their other Microsoft products are compatible with their current version of Dynamics CRM. It then popped into my head to make it easier on the Cargas CRM customer [...]

Controlling Traffic With Flagger Force And CRM

2016-12-16T06:06:19+00:00 December 1st, 2015|Microsoft Dynamics 365 (CRM), Success Stories|

Flagger Force, Hummelstown, PA Solution: Microsoft Dynamics CRM Flagger Force provides professional traffic control services for clients in mainly the utility and construction industries. With the company’s traffic control specialists managing traffic, its clients’ workers can concentrate on what they need to accomplish on or nearby the [...]

Microsoft Dynamics CRM 2016 Features

2016-12-16T06:06:19+00:00 September 9th, 2015|Microsoft Dynamics 365 (CRM)|

Microsoft Dynamics CRM 2016, which will be released in the fourth quarter of this year, continues on the journey to deliver Intelligent Customer Engagment to the market – helping companies deliver customer experiences that are personalized, proactive and predictive. The Dynamics CRM 2016 update includes all of the CRM services – CRM, Parature, form Microsoft, [...]

CRM For Outook Buttons Greyed Out After Microsoft Dynamics CRM 2015 UR1

2016-12-16T06:06:19+00:00 July 23rd, 2015|Microsoft Dynamics 365 (CRM)|

By Dave Packard with Cargas Systems Last night our CRM 2015 Online instance was updated to UR1. When I came in this morning and opened Outlook I had an issue—the CRM buttons were greyed out. I restarted Outlook and still had the same issue, so I checked Windows Update to see if the CRM 2015 [...]

Microsoft Dynamics CRM UR1 Quick Find Search Permissions Error For Custom Security Roles

2016-12-16T06:06:19+00:00 July 23rd, 2015|Microsoft Dynamics 365 (CRM)|

By Dave Packard with Cargas Systems If you use custom security roles in CRM (and who doesn’t) then you may run into this issue when you update to CRM 2015 UR1. One of our users brought this to my attention after our upgrade last night. The user was hitting this permissions error when using Quick [...]

Microsoft Dynamics CRM Adds Field Service Management Solution With FieldOne Acquisition

2016-12-16T06:06:19+00:00 July 17th, 2015|Microsoft Dynamics 365 (CRM)|

Today, Microsoft announced the acquisition of FieldOne Systems LCC, makers of the cloud based field services management software FieldOne. FieldOne has been in business for over ten years but only made the shift to focusing on the enterprise and mid-market segment about four years ago, when they developed their new product based on Dynamics CRM [...]

Intacct Integrations – An Easy Way to Streamline Your Business

2016-12-16T06:06:20+00:00 June 19th, 2015|Microsoft Dynamics 365 (CRM), Sage Intacct|

One of the most important benefits of a cloud accounting software package is the ability to integrate with other necessary business software. And when it comes to integrations that will help your business save time, reduce effort, and streamline operations Intacct really shines. Thanks to a wide array of pre-built integrations, Intacct is ready to [...]

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