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
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.
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 …
