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 [...]
GDPR Compliance: What It Means for Your Business Recently, the European Union has enacted a series of regulations collectively known as the General Data Privacy Regulation (GDPR) concerning the use and security of user data. If your company handles data from customers or clients within [...]
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 [...]
Customer: Strong Spas Location: Northumberland, PA Solution: Cargas Software Evaluation & Project Management Services 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 [...]
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 [...]
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 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 [...]
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 [...]
Keystone Novelties Increases Sales Sites by 47% and Eliminates Excel Spreadsheets with Microsoft Dynamics 365 CRM Customer: Keystone Novelties Location: Lancaster, PA Solution: Microsoft Dynamics 365 CRM In 2012, Jack May (Managing Director) and his partner acquired Keystone Novelties, LLC, a leading Pennsylvania seller of fireworks. Formerly a division of [...]
1. Is your software publisher taking too long to release new versions of your business software? There’s a difference in economics between purchased software and software as a service. With software in the cloud, the publisher needs to earn your business every day because you can always decide not to renew your subscription. So cloud [...]