CRM Software Blog

Have a dashboard that is the envy of your colleagues? Created a view that would benefit your office mate? Is there a Dynamics 365 User that cannot access a record of yours and needs to, but security provisions are preventing him from doing so? If any of these apply, I encourage you to read on. Sharing personally created views, charts, dashboards, and even records in Dynamics 365 could not be easier. Follow the steps below, and within seconds you will see just how simple it is to grant and give access to components within D365. To Share Records: 1. Navigate to the entity that contains the…

So, your organization has just successfully completed an integration of their marketing automation system and Microsoft CRM/365. Fantastic! You now stand ready to reap the many benefits of two powerful technologies working in concert to maximize ROI. But before you and your business can fully realize all of the amazing aspects of a seamless platform integration, it’s essential to make sure all stakeholders from both the sales and marketing teams are onboard and are ready to adopt. This means having each of them prepared to understand a system that has traditionally performed two distinct functions…

Dynamics CRM Portal Shopping Cart Configuration Wizard Configuring Dynamics CRM to display list of products or services on CRM Portal requires complex set of records and JavaScript in CRM. Shopping Card Wizard does all the work for you. Shopping Cart Configuration Wizard is FREE solution - no strings attached. Click here to download the solution Step 1: Preparing Product / Service entity in CRM Create new CRM Entity or use an existing entity that represents the products or services to be listed on CRM portal. We link the following attributes of the entity, when displaying the list on portal…

In our previous blog , we outlined the many changes that have affected the CRM industry, including ever changing customer and user expectations.  We stressed the importance for organizations to adopt a new mindset of continuous improvement and new approaches to managing their CRM technology and processes investments over time. But how can that actually be done? In our experience working with successful organizations, there are a few common characteristics that have made it work. Require leadership buy-in and support. Executive sponsor – there needs to be one person who ultimately has…

Define, Build, Test, Deploy, Support….Upgrade.  Do it all again in a few years. Historically companies have allocated time and money to a CRM effort as a “one-time, big event.” Once live, the resources and dollars allocated were reduced to the bare minimum to simply maintain and support the CRM system until the next major upgrade. It wasn’t long ago a company implementing CRM would complete the project, go-live with CRM, and be confident it would be 2 to 3 years before they needed to plan a major upgrade or to consider how newly released features or capabilities might be useful. Today, that…

Microsoft Dynamics 365: How to Write Dynamics 365 CRM Plug-ins Using Azure Functions While a lot has changed over the years with Microsoft Dynamics 365 for Sales (formerly Dynamics 365 CRM), there’s one thing that’s been a consistent feature of the software. We’re talking, of course, about plug-ins. What is a plug-in? Simply put, a Dynamics plug-in is a custom business logic that’s triggered by an event in Dynamics 365 CRM. For example, creating a new account triggers a customer plug-in which then executes further processes within Dynamics 365. Thanks to the introduction of configurable…

Offer products and services from any CRM entity for your clients to purchase from CRM Portal using Dynamics Shopping Cart module. Add items to basket, and proceed to Checkout for payment. Solution includes: CRM Shopping Cart Configuration Wizard ( FREE ) – Step by step Wizard to configure Dynamics CRM portal to display products or services as shopping list, view prices and product’s details read from CRM, and download product's related documentation. Credit Card Payment Gateway – your client can now pay with credit card for products and services purchased online. When purchasing process…

As a technology consultant, one of the most satisfying and rewarding aspects I get to enjoy is finding ways to improve the quality of (work) life for my clients. My client relationships typically start with clients sharing frustrations related to manual and duplicative data entry, the inability to find what they need, the time spent tracking down data inconsistencies, and in some cases the hours spent manually compiling reports for weekly meetings. As I work with clients and gain an understanding of their challenges and needs I almost always find that people are doing the best they can to serve…

Microsoft Dynamics 365 continues to evolve. Among the most impactful changes for users are the new Unified Interface, the Outlook App, and Hubs. Join enCloud9 in these three webinars to understand how these changes will affect how your organization uses Dynamics 365 and how to plan for these updates.  Introduction to Dynamics 365 Unified Interface FRI, DEC 7, 2018 2:00 PM – 3:00 PM CST One of the changes in Dynamics 365 that affects every user is the new Unified Interface. Designed from the ground up to replace the classic user interface, UI provides a single interface…

Imagine…One app platform for Office 365 and Dynamics 365. Well, now you don't have to imagine anymore. Microsoft Power Platform is here! What is the Microsoft Power Platform? Power Platform combines the robust power of PowerApps , PowerBI , and Microsoft Flow into one powerful business application platform -  providing quick and easy app building and data insights. Each component of the Microsoft Power Platform is built on the the Common Data Service for Apps . Each component is dynamic by itself, but brilliant and masterful when combined. The Microsoft Power platform brings all your data…