The following is a nice trick I saw during Resco.next in Amsterdam. Creating your own login QR-code is a very useful, timesaving move. You can use any QR-code generator to create a QR-code text similar to this: UserMode = Standard [Standard, External, Anonymous, CurrentUser, OAuth2] Url = YourURL UserName = YourUser Password = YourPassword SavePassword = 0 [1,0] HomeRealm = …
This video covers an introduction to Sales Literature, what it is, related functionality and what you can use it for within your business. It also covers using and managing Activities outside of a specific record within the system.
User experience Open custom Home item after launch – system admins can set up any item available on the app’s Home screen to open automatically when users launch the app; e.g. when the user starts Resco Mobile CRM, Dashboard will be displayed instantly Select/deselect all records – users can select or deselect …
Check out this video if you want a basic overview of Goals and Connections in Microsoft Dynamics CRM. It covers what the functionality is and getting started with them. There is a slight slant on sales, in relation to how they can be used but it is generic enough to …
Resco Mobile CRM has been one of my top tools to create a custom app for clients. Enabling consultants to bring the customizations they did in the CRM organisation, to the customers app. Resco Mobile CRM gives you around-the-clock access to your CRM system, so you can be productive whenever …
Check out this video if you want an introduction to the standard out of the box sales functionality covering Lead, Opportunities, Quotes, Orders and Invoices on a basic level.
The plugin, which can be downloaded from the plugins store is called “Advanced Chart Editor” and it lets you modify the chart XML in Dynamics 365 (and Dynamics CRM) without having to export the charts or know how to write the XML. All the properties can be added or changed …
Making predictions about the future is always a tricky thing to do. However, dreaming about how things could be, is harmless in my opinion. As my point of view on the Dynamics 365 updates is usually from a CRM perspective, it has been very informative to follow the Dynamics Navision …
Tired of the limited set of possibilities you can do with the default workflow? No knowledge to create a custom workflow? Then do check out Demian Raschkovan’s Workflowtools on GitHub
