We launched the 2024 release wave 1 for Microsoft Dynamics 365 and Microsoft Power Platform, a rollout of new features and enhanced capabilities slated for release between April and September 2024.
At the core of successful business growth is sales productivity - the ability to quickly and seamlessly access all necessary sales tools and, in turn, provide the best customer service possible in any...
A new report from Quantum Workplace shows a disturbing statistic for one of the most important departments in any organization. The 2015 Employee Engagement Trends Report shows customer service employees...
For a few years now, lots of folks have been talking about making use of social media to increase their sales figures. Back then, social selling was more of a buzzword than a tried and true technique....
One of the main reasons people use Microsoft Dynamics CRM is to track email, appointments, contacts, and tasks in one place so individuals and teams have a complete record of communications with customers. If your organization uses server-side synchronization to synchronize email, appointments, contacts, and tasks, you’ll need to test and enable your CRM mailbox
With the majority of brands and organizations still working on multichannel customer service mastery, Microsoft and its partners are thinking ahead so that they can help brands and organizations meet the...
Today’s post is brought to you by guest blogger Leon Tribe, CRM MVP. Leon’s musings about CRM and other tech can be found on his blog. Thanks Leon! The new calculated fields provide a lot of opportunity for codeless configuration in Dynamics CRM. In this example I will walk through creating an automated payment schedule
Based on a very interesting development request about a drag-and-drop Client Add-In targeted for both Windows and Web clients for Dynamics NAV, we have been able to identify a communication error with Microsoft Dynamics NAV 2015 when users select and upload multiple files using a client add-in in the Dynamics NAV Web client. You might
You’ve likely heard some version of the phrase big data is big business quite a lot recently. Despite all the buzz around it, Gartner reports that 85 percent of Fortune 500 companies will be incapable...
Interested in learning more about Outlook synchronization? Wondering with the difference is between Outlook sync and server-side sync? Download this whitepaper to learn how it works! Many thanks to key contributors Gordon Chang, Madan Natu, and Jeff Bernard, and technical reviewers Indrojit Deb, Danny Gao, and Louis Maresca. Thanks, Elad Ben-Yosef
Microsoft Dynamics AX on Microsoft Azure is enabling great new opportunity for customers and partners to achieve incredible business agility. One of the key areas of future investment for Microsoft Dynamics AX is to deliver solutions through Microsoft Dynamics LifeCycle Services(LCS) that harness the power of Microsoft Azure elasticity. Specifically providing customers and partners tools
The Bank Reconciliation Worksheet is used to match transactions from a previously imported bank statement, with bank document transactions received or posted in Dynamics AX 2012. The documents that appear on this form cannot be modified and are available only for the purpose of reconciling. In the event of a bank error, there may be two bank statement lines listed
While there were more than 200 top takeaways from the recent 2015 CRM Evolution conference chaired by Paul Greenberg and the accompanying Customer Service Experience conference chaired by Esteban Kolsky...