Santa’s Elves Increase Productivity by 35% With the New Dynamics 365 Outlook App

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

Santa Works From His Sleigh With a New Dynamics 365 Mobile CRM 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

Planning for the CRM Online & OneNote Integration

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