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Getting ready to upgrade to Dynamics 365 v 9.x? Trying to decide between the new Unified Interface versus the Dynamics Classic Interface? Confused? You are not alone because ...
Everything. Is. Changing.
Let's take a look at how to choose between the Unified Interface vs Classic Interface options in Dynamics 365.
Finally the low tech "alerts in the code" method was employed in an attempt to figure out where the choke point was.
Get ready ... CRM 2015 just came out, but the spring release is just a few months away. Microsoft is including a lot of new features in this release that you'll want to take advantage of including: new (easier) navigation, OneNote integration and Power BI dashboards.
In the first two blogs of this series we discussed how to enable Microsoft Dynamics CRM entities for Mobile/Tablet and how to access Microsoft Dynamics CRM online 2013/2015 via a mobile phone. Here is another blog in this series that will discuss how to access Microsoft Dynamics CRM online 2013/2015 on tablets. For demonstration purposes, we will be using a Microsoft Surface.
In this blog we will cover how to access Dynamics CRM on mobile devices. For the purpose of demonstration, this post will discuss how to install and access Microsoft Dynamics CRM 2013/2015 on the iPhone 5.
Meet Cortana, your new CRM personal assistant.
This is the sixth and final part in a series exploring the upgrades available when moving from CRM 2011 to CRM 2015. In this article, we will be looking at the new mobile versions of CRM as well as some of the improvements to other products such as SharePoint, Yammer, Lync and Skype. Included in our discussion will be an overview of Cortana - Microsoft's new voice-activated digital assistant - and how she gives you voice access to create and lookup records in Microsoft Dynamics CRM 2015.
As the world moves fast, we need everything on our finger tips wherever we are. In Microsoft Dynamics CRM 2013 you can enable any entity for Mobile Express, which we will explore in this blog.
When it comes to
effectively taking notes, OneNote leaves Word in the dust. Don’t get me
wrong, Microsoft Word is an excellent program and is very useful for specific
tasks, but note-taking isn’t one of them. OneNote allows users to take
notes the way that works best for them. In this blog entry, I will walk you through the installation process for your computer, step-by-step.
After the article we published yesterday, a number of people have asked what the Microsoft/Salesforce global partnership announcement might mean for Salesforce and Microsoft as companies (rather than as CRM products). Financial details of the deal were undisclosed, so we can only speculate. Here are a few quick thoughts for discussion:
On May 29, 2014, Satya Nadella (CEO of Microsoft) and Marc Benioff (CEO of Salesforce.com) announced a global strategic partnership between the two firms.
As one of the very few organizations certified on both platforms and providing in depth books and digital training on both platforms, C5 Insight is uniquely qualified to comment on this announcement and what it might mean for the customers of both products. So what has the scuttlebutt been around our office and among our clients on the topic?
Salesforce 1 was recently announced at Dreamforce ‘13 and this app will make you love being out of the office! It gives you easy access to your data with a great mobile user interface. There are a lot of new features / areas to this new app and we will only begin to scratch the surface with this blog but I wanted to give you a tour so you can have some insight before you begin to use it.
Once you’ve set up Dynamics CRM 2011 Mobile Express and it is established from the administrator, you can create accounts, contacts, opportunities, tasks, phone calls, and access custom entities and custom activities from your mobile device. In the demonstration below I will be utilizing Safari to show how Mobile Express renders the Dynamic CRM mobile form.
Last week, C5 Insight attended the annual SharePoint Conference in Las Vegas. It was a very full and eventful week, which was the primary reason I did not blog each evening on the daily events as I have in the past. My goal for this blog post is to summarize the overall conference highlights and some of the features that we see as very promising in SharePoint 2013.
I am back home from Convergence and still trying to digest the wealth of information that was shared!
Of course one of the most anticipated parts of the Microsoft Convergence 2012 event in Houston was learning about the future of Dynamics CRM … what new features and functions does Microsoft plan to add? I must say that Microsoft did a better job than normal in providing a vision of what the future may hold. The very short summary is that over the course of the next 12 months, you will see Dynamics CRM become more: anytime, any device, any business – than ever before. In this article we’ll take a deeper look into exactly what that means and how to expect this to translate into changes in the platform over the next several releases.
Activity Feeds are a great new social feature in CRM 2011 that was made available with the November 2011 update. Many organizations using CRM 2011 have begun to gain tremendous benefit by enabling Activity Feeds and training their users on how to take advantage of them. Not as many, however, have started to use the Activity Feeds app for their Windows Phones yet. This app has some great features, but it also takes a few tricks to get it working with CRM 2011. This post will focus on the specifics of using Activity Feeds on a Windows Phone – and fixing a known bug with CRM 2011 Online and Activity Feeds on your Windows Phone.
Are you (or your users) ever away from the office and you need to quickly make phone calls, that you’ve planned in Microsoft Dynamics CRM 4.0, from your mobile phone? Do you find it painful to do this from your mobile device?
Wouldn’t you like to be able to just record a Phone Call Activity in CRM and have it put all the information you need (contact name, company name, phone numbers, etc) right into the task description so you can make the call with a single click?
This can be accomplished in CRM using Workflows. Read on to learn how.
I love the recently released Mobile Express for Microsoft Dynamics CRM 4.0. It has been a long time in coming, but the wait has been worth it. Read on for the best features ...
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.