A post like this is always dangerous! Never, ever, tell other people that you are not the only one in your country doing a certain service, such as Dynamics 365. Your customers will run away, potential customers will flock to the competition and you, as a partner will be left …
The Dynamics 365 Portal is not mentioned in the Dynamics 365 suite, but it is a very powerful tool to add to your arsenal. The portal capabilities provide you with a resource for your various audiences to get support for issues, search knowledge, collaborate with communities, suggest new ideas, and …
In case you missed it, the Business Edition of Dynamics 365 has been cancelled. Instead, Microsoft will offer different price points for each line of business application. This is an attempt to simplify the Dynamics 365 offers. Following excerpt comes from the blogpost of ALYSA TAYLOR (General Manager, Business Apps & Strategy): …
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.
