Microsoft Dynamics 365 CRM Online: Dashboards Can Now Have More Than 6 Components (Maybe) The all-too familiar limit of six components in a dashboard for Dynamics 365 CRM Online has finally changed (we think)! On-premise Dynamics 365 CRM users have been able to add up to 20 components to dashboards by changing [...]
Microsoft Dynamics 365 CRM Unified Interface Business Rules Reopen Closed Activities There is an issue with Business Rules in Microsoft’s new Unified Interface for Dynamics 365 CRM that is not present in the Classic Interface. If you have a Business Rule firing on an activity, it will reopen a completed activity [...]
Why You Should Switch to Microsoft Dynamics 365 CRM’s Unified Interface In 2018, Microsoft introduced a new user interface for Dynamics 365 CRM called the Unified Interface. Before Unified Interface, the software had separate interfaces for desktop and mobile. These two interfaces looked and acted differently, making for a clunky user [...]
Microsoft Dynamics 365 CRM Scan Business Card Feature Not Working A nice new addition of the latest Dynamics 365 Sales release is the Scan Business Card feature, which allows you to take a picture of a business card and import the text into Dynamics 365 Sales to create a new Lead [...]
Microsoft Dynamics 365 CRM Classic vs Unified Interface In this video, expert Dynamics 365 CRM consultant Dave Packard walks you through the differences between the Classic Interface and the Unified Interface in Microsoft Dynamics 365 Sales. One of the biggest changes is the new lefthand navigation menu. If you have questions or would like [...]
Microsoft Dynamics 365 CRM Scan Business Card Demo A new feature in the October 2019 release of Dynamics 365 CRM allows you to take a picture of a business card and import the text into Dynamics 365 Sales to create a new Lead or Contact. Check out how the Scan Business Card feature works [...]
How Business Software is Priced: ERP, CRM, and Accounting Software Business software like ERP, CRM, and financial management products often come with a hefty price tag. In addition to the cost of the software itself, you’ll also pay to have it set up and configured for your business. Here’s a breakdown of how [...]
ERP vs. CRM: Which Solution Does My Business Need? It may be easy to see that your company could benefit from a system that streamlines processes. But knowing which type of system—ERP vs. CRM—may not be crystal clear. To some level, ERP and CRM software address similar challenges. But each has [...]
Use a Business Rule to Keep Records from Closing in Microsoft Dynamics 365 CRM Sometimes, you may want a user to fill in a field before closing a record in Dynamics 365 CRM, but the field you want the user to complete is not a required field. That's because it's not needed [...]
Highland Tank Gives Its Sales Team Remote Access to Critical Sales Data with Microsoft Dynamics 365 CRM Customer: Highland Tank Location: Stoystown, PA Solution: Microsoft Dynamics 365 CRM with Microsoft Applications Stack Highland Tank & Manufacturing Company, Inc., established in 1946, manufactures steel storage tank products [...]
Three Ways Microsoft Dynamics 365 CRM Delivers Data to Empower Decision Makers Microsoft Dynamics 365 CRM Reporting & Analytics Tools Microsoft Dynamics 365 CRM offers a robust and flexible CRM that allows businesses to build their ideal solution. It can be deployed in the cloud using a software as a service (SaaS) [...]
HR Pharmaceuticals, Inc. Manages Mega Amounts of Data with Microsoft Dynamics CRM & Custom Software Customer: HR Pharmaceuticals, Inc. Location: York, PA Solution: Microsoft Dynamics 365 CRM and Custom Sales Acceleration System HR Pharmaceuticals, Inc. (HR®) is a leading supplier of personal care, consumer, and medical supply products. [...]
Users Do Not See Mobile Apps in Dynamics 365 CRM Version 9.1 The 9.1 update for Microsoft Dynamics 365 CRM online introduced new features and a few issues. After running the update, some end users could no longer see the mobile apps, even when logged in successfully on their devices. Users got the [...]
Multi-Select Option Set Limitations in Dynamics 365 CRM One of the great features in version 9.0 of Microsoft Dynamics 365 CRM is the addition of the multi-select picklist field type. Instead of having to build an N:N relationship among entities or use custom javascript on the form, there is now a [...]
Can’t Close Opportunities in Dynamics 365 9.0? For those of you with Dynamics 365 Online, Dynamics 365 for Sales, or a Customer Engagement license, Dynamics 365 9.0 has been a great update. But like most updates, it is not without a few glitches. I found this one last week when any user, including [...]
Brentwood Industries Automates Sales Processes with Microsoft Dynamics 365 CRM Customer: Brentwood Industries, Inc. Location: Reading, PA Solution: Microsoft Dynamics 365 CRM Brentwood was founded as a thermoformer in 1965, but their willingness to take on any project to meet their customers’ needs has led to [...]