We are pleased to present below all posts tagged with 'Dynamics CRM 2013'. If you still can't find what you are looking for, try using the search box.
One of the top drivers of CRM success is integrating it across Sales, Marketing and Customer Care teams. Prior to CRM 2013, few companies chose Microsoft CRM as their customer care solution. Since Microsoft Dynamics CRM 4.0, however, Microsoft has steadily added new functionality to boost the customer service portions of the application. And now, with the rollout of CRM 2016, it is time for organizations to reconsider using the same platform for Customer Care that they also use for Sales and Marketing.
If you currently have a production CRM 2013 Online instance, Microsoft wants you to upgrade to 2015 by the middle of June at the latest. It is important to perform full UI and customization testing in 2015 prior to approving your 2015 online production upgrade. The more customizations and managed solutions you have deployed, the more the need for good quality assurance (QA) and user acceptance testing (UAT).
There’s more to the concept of Team Ownership in Microsoft Dynamics CRM than you may originally think, which means you’ll want to give that topic significant consideration and understanding before embarking on a security model that utilizes team permissions or team ownership. In releases prior to 2011, the concept of Teams existed but Teams were simply groupings of users. Since version 2011, a Team can actually own its own records, and can have its own security role(s), giving CRM architects more options for building more complex security schemes. Let's talk about these options now!
This blog details my chat with Microsoft, how we discovered the problem child, and the fix for the error!
Many companies choose to defer the upgrade to the CRM 2015 Online version from 2013 in order to complete adequate testing of customizations. Should you find yourself in this situation and have the need to stand up a new sandbox instance of 2013, you can do it but it’s going to be a multiple step process. This blog details the CRM Online Instance Manager.
If you're upgrading from CRM 2011 to CRM 2015, there are some game-changing upgrades to the user experience that will radically improve your teams performance, and your ability to ensure that everyone is using a consistent (but flexible) process.
Still working with CRM 2011? Working with CRM 2013, but wondering if you should go ahead and jump to CRM 2015?
This blog series outlines the many upgrades available to you by upgrading to the latest version of CRM 2013 - the latest version of the MIcrosoft Dynamics CRM application. The upgrade is due to be released in December, 2014.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.