Read more about the article Dynamics 365 Transition – Part 1
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Dynamics 365 Transition – Part 1

As we approach closer to the transition from Dynamics CRM to Dynamics 365, I want to provide more information as to what you can expect as a Dynamics CRM customer.

If you are a client of ours, we will be hosting an informational webinar the 2nd week of November and you will receive an invitation. This webinar will provide general information, transition pricing, and options. After the webinar, we will have scheduled one-on-one discussions with the appropriate folks in your company to discuss your specific company options and our recommendations. Nothing needs to be done soon, although you can take advantage of these after Nov 1st if it makes sense for your business. Everything else will wait until your current subscription date renewal. (more…)

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Read more about the article Dynamics 365 and the CRM Customer
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Dynamics 365 and the CRM Customer

There is no better time to be a Dynamics customer than right now.

You may have heard by now that Microsoft took the wraps off their new Dynamics 365 initiative. No more Dynamics CRM, it is now Dynamics 365. With all the hype (deserved, I think) and additional functionality of Dynamics 365, combined with what would be the regular Dynamics CRM Online fall release cadence, I want to make sure our customers get the info they need.

First, if you are a current customer of ours reading this, take a deep breath. Please know we will be contacting you directly to schedule a road map discussion and provide you with your best options. Nothing has to be done right away and there are several options for you to choose from with different timelines. Deep breath, there is a ton of great new functionality coming your way. (more…)

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Read more about the article Here Comes Dynamics 365
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Here Comes Dynamics 365

What an exciting time to be in our industry!

I have been involved in the technology arena since 1985 when I was tasked with putting a restaurant inventory management system and PC together (2 – 5 1/4 inch floppy drives on that baby!) and have been swimming for the last 15 years in the Microsoft channel partner stream. I was part of the Beta version 1 team when Microsoft was releasing their CRM product and been a part of the full Dynamics CRM journey that brought us to today. (more…)

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Read more about the article Using Microsoft Dynamics CRM Workflow To Update a Field BEFORE The Value Is Changed
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Using Microsoft Dynamics CRM Workflow To Update a Field BEFORE The Value Is Changed

I wanted to update the below “Last Follow Up” custom date field with the previous “Follow Up By” value BEFORE the Follow Up By date was changed, in order to minimize the amount of clicks for Users. Here’s a quick blog on how to update a field with data from another field BEFORE the value is changed. (more…)

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Read more about the article Defining the Proper Scope When Configuring Workflows in Dynamics CRM
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Defining the Proper Scope When Configuring Workflows in Dynamics CRM

One of the options that can be a little puzzling when building workflows in Microsoft Dynamics CRM is the “Scope” setting.  Knowing when to select which option can be a bit confusing. (more…)

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Read more about the article Microsoft Dynamics CRM – Customer Service – Making Case Customer Field NOT Required
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Microsoft Dynamics CRM – Customer Service – Making Case Customer Field NOT Required

I ran into an issue recently trying to make the Case Customer field not required in Microsoft Dynamics CRM 2016.  I needed to make this field not required so I could populate the value once the Case was saved, by using a workflow based on another lookup field on the Case. (more…)

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Read more about the article Managing Product Bundle Pricing in Microsoft Dynamics CRM
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Managing Product Bundle Pricing in Microsoft Dynamics CRM

I had a hard time finding comprehensive instructions on how to properly manage pricing when it comes to Product Bundles in Microsoft Dynamics CRM.  I wanted to associate products to one bundle so multiple products could be added to an Opportunity (Quote or Order), minimizing the steps it takes to add multiple products to an Opportunity.  BUT, I also wanted each of the line items to reflect their own individual price once added to the Opportunity, AND I also needed those prices to be editable. (more…)

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Read more about the article Work Like a Sales Detective with Dynamics CRM, part 1
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Work Like a Sales Detective with Dynamics CRM, part 1

Work Like a Sales Detective with Dynamics CRM, part 1

In the sales game, sometimes you have to do little detective work to find the right contact at a prospect’s place of business, divine who interested parties are, find a phone number, etc. Anyone that’s held a sales job can relate to this. (more…)

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Read more about the article Microsoft Dynamics CRM – Using Activities vs. Notes – Best Practice
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Microsoft Dynamics CRM – Using Activities vs. Notes – Best Practice

In the last few months, I have conducted several Sales related training sessions where the number one topic is Activities vs. Notes in Dynamics CRM. Many of my recent implementation projects have been for clients who have no CRM system today and have been using tools like Excel to track their touch points with their prospects and customers. (more…)

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