After purchasing Microsoft Dynamics 365, it is very common to want to bring in data previously stored elsewhere. Recently I completed my first data import into Microsoft Dynamics 365 from an Excel spreadsheet. The most important aspect of a successful and useful data import is to have clean data. Clean data generates good data. Messy…Details
The thought of learning a CRM system can be daunting. I recently have undergone this process when starting a new position at Total CRM and learning Microsoft Dynamics 365 Online. A whole new world with virtually limitless functions, it can be very hard to know where to start. I am going to share with you…Details
I met someone at a networking event last week who told me her organisation had tried several times to start using CRM software, and confessed that after many attempts, they were still managing all their customer data in spreadsheets. I told her she wasn’t alone. It’s a story I hear often – businesses that…Details
Quick fix if you find Documents missing from Dynamics CRM Navigation Menu Have you configured Sharepoint to work with Microsoft Dynamics CRM online, but found that documents are missing from Dynamics CRM navigation menu in some places? Microsoft Dynamics CRM has a native integration with SharePoint to give you a repository of documents in CRM…Details
Dynamics CRM 2016 Update 1 and Service Pack 1 introduces three major new add-ons, providing you with even more ways to use CRM across your business. With this latest update, you can now manage field service, sales and service projects, or create CRM backed portals for customers, partners, employees or communities. This update also introduces…Details
Total CRM, a specialist provider of Customer Relationship Management Software and Services, today announced that it has attained a Gold Customer Relationship Management Competency, demonstrating an ability and commitment to meet customers evolving needs in today’s dynamics business environments and establishing itself within the top 1 percent of Microsoft’s partner ecosystem. To earn a Microsoft…Details
Maximizer CRM 2015 R2 has been released! Maximizer Research and Development is very pleased to announce that Maximizer CRM 2015 R2 Group and Enterprise Editions have been released. This release includes Maximizer CRM Server, workstation and Customization Suite. There are no new images for MaxExchange and MaxSync. MaxExchange 2015 and MaxSync 2015 will continue working with…Details
MDM-CRM Azure ACS Configuration Error We were recently working on configuring the connector to link Dynamics Marketing (MDM) and Dynamics CRM (CRM) for a customer, but kept running into an error when entering the Microsoft Azure ACS values. The error was “An error has occurred while performing administrative operation”. In MDM, go to Settings,…Details
CRM Sales Productivity Showcase
Here’s a great video by Microsoft about their CRM Sales Productivity Showcase demonstrating the power of Dynamics CRM, Office 365, SharePoint, Lync, Word, Excel, Power BI and Power Q&A.
Create online webinars in your marketing campaigns using your existing Lync On-Premises service in Microsoft Dynamics Marketing 2015 Update. Watch this video to see how you can leverage the new webinar capability in a marketing campaign.