Sales 101 #2 – Lead to Invoice in Microsoft Dynamics CRM
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.
A chart editor which allows you to modify charts without XML knowledge
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 …
The future of Dynamics 365
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 …
An extension on your workflow possibilities
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
Sales 101 #1 – Accounts, Contacts and the Product Catalog in Microsoft Dynamics CRM
You want to know more about sales, but you don’t want to read tons of books or follow expensive courses? Then just watch the following videos by CRM CAT, which clearly explain the basics of Dynamics CRM/365. An introduction into Sales using Microsoft Dynamics CRM.
A cloning device
Can’t get enough of one record? You want more of the same? Then just clone those records! I have not used the following tool yet, but it looks promising as it allows you to configure and clone records in Dynamics with just a few clicks. Apart from the main record you …
The real cost of Microsoft Dynamics 365/CRM: Make smart estimates
I’m proud to announce my first post on Ms Dynamics World, called “The real cost of Microsoft Dynamics 365/CRM: Make smart estimates“. Whether you are a startup or an established company, there comes a moment when you decide to invest in modern CRM software like Microsoft Dynamics 365. Be careful, as …
Level up for Dynamics CRM/365
Quickly perform advanced/hidden actions in Dynamics CRM/365, by using this easy Chrome extension. The extension helps Dynamics CRM users to perform advanced actions, that normally require bookmarklets. Visit the GitHub page. YouTube video Detailed Functionality Action What it does Logical Names Displays logical names for fields, tabs and sections. God Mode Makes …
Dynamics 365 view converter
You just created a personal view which consists of several “AND/OR”-groupings and looped through several entities, but noticed this should have been a system view *Argh*! No worries, by using the managed solution from Natraj Yegnaraman or “Dreaming in CRM”, you can safely promote a personal view to a system view.