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 [...]
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 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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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, [...]
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 [...]
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 [...]
By Dave Packard with Cargas Systems One of the many new features in Microsoft Dynamics CRM 2015 is the introduction of the rollup field. This allows a single field to sum the combination of related records such as the total revenue for opportunities or the total number of quotes created for an account. This had [...]
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 [...]
By Dave Packard with Cargas Systems With the release of Microsoft Dynamics CRM 2015 at the end of November 2014 all online users can choose a date, within a timeframe, when they want to have their system upgraded. If you haven’t done so already I encourage you to schedule your date or at least confirm the [...]
By Dave Packard with Cargas Systems Microsoft Dynamcis CRM 2015 is here and all online customers are set to receive this update over the coming months (if they haven’t done so already). Here is a basic checklist of things to do both before AND after the upgrade. These can also apply to on-premise customers going [...]
By Anthony N. Verrecchia, Cargas Systems In the not-so-distant past, it was relatively easy to determine if a company needed to collect sales tax from its customers. Usually, a physical office location in a single state meant that companies needed to collect tax in their home state only. Times have changed and so have tax [...]
Microsoft Dynamics CRM 2015, which will be released in the fourth quarter of this year, aims to improve collaboration between sales and marketing teams, and eliminate redundant efforts. Dynamics CRM 2015 also promises to give sales and marketing professionals the tools they need to deliver outstanding customer experiences. Let’s take a look at some of [...]