Microsoft Flow is Microsoft’s online service that automates workflows across multiple web-based services. These services include Microsoft services like Dynamics 365, SharePoint, Office, OneDrive, OneNote, and others, as well as many third-party services, like Dropbox, Google Drive, Gmail, GoToMeeting, and even Salesforce.com. The introduction of Microsoft Flow has many people asking “when should I use … Continue reading Dynamics 365 Workflow vs. Microsoft Flow
Microsoft Dynamics CRM offers users a variety of methods for users to analyze data. Out of the box we have views, filters, advanced find, record counts on views, report builder, charts, dashboards, Excel exports, pivot tables, and other options. With all of these tools, it is important to have correct expectations and use the right tool … Continue reading Use The Right Tool For The Job in Dynamics CRM
Implementing a new CRM system can present some challenges, such as user adoption, training, and data quality. These challenges are amplified in industries with very high employee turnover. According to the Bureau of Labor Statistics Job Openings and Labor Turnover Survey, the following industries have some of the highest turnover rates: Retail turnover is 60%-70% Information technology average tenure … Continue reading Deploying Dynamics 365 in a High Turnover Industry
Creating standardized organizational email templates can save your company time and money with client communication. Not only do email templates enable customer service representatives to instantly respond to queries and issues, but they ensure that communication with the customer is consistently on-brand and on-target with company policies. Email templates are useful in all industries, but … Continue reading Improve Customer Service and Communication With Standardized Email Templates
Business Process Flows guide users through a defined business process. It is a visual representation of the steps that need to happen to get from Point A to Point B. They are meant to highlight important or mandatory information in order to progress. Out-of-the-box, Dynamics 365 Customer Engagement provides a Lead to Opportunity Business Process … Continue reading A Complete Guide to Dynamics 365 Business Process Flows
The primary goal of any business management software is to collect data to speed up processes and to generate reliable reports (such as revenue forecasts). With a poorly built CRM, “bad data” is a common complaint: management teams request a “simple report”, but when the data is “bad”, there is not much that a developer … Continue reading A Complete Guide to Dynamics 365 Fields and Entities
Santa’s workshop has been running Dynamics CRM for several years.  Utilizing the legacy CRM for Outlook add-in had always worked well for them. Recently, however,  the Elves realized they needed an updated solution to better align with their new way of working and producing. Because some elves who are not directly involved in toy production … Continue reading Santa’s Elves Increase Productivity by 35% With the New Dynamics 365 Outlook App
My wish list for Dynamics has become more and more ambitious—and we keep seeing progress. In 2013, the list included a better mobile experience with Microsoft Dynamics. And Microsoft delivered, with a native app for iPad, Windows, and Android tablets. In 2014 and 2015, I asked for more functionality to be packed in the tablet … Continue reading Santa Works From His Sleigh With a New Dynamics 365 Mobile CRM App
One of the most eagerly anticipated new features in Dynamics CRM Online 2015 Update 1 is the integration with OneNote. Many Dynamics CRM users already use OneNote, so having them together and easy access to account or project specific OneNote notebooks should definitely enhance collaboration between team members. Donna Edwards wrote a great step-by-step walkthrough My recommendation to … Continue reading Planning for the CRM Online & OneNote Integration
Business Rules guide users through forms by auto-populating field values (Set Field Value), highlighting required fields (Set Business Required), restricting access to certain fields (Lock/Unlock Field) or hiding them completely (Show/Hide Field), and displaying an error message if what they entered does not make sense (Show Error Message). Up until recently, all Business Rules were causation relationships. … Continue reading A Complete Guide to Dynamics 365 Customer Engagement Business Rules and Recommendations
Srinath Pega 