Over the past few weeks I have been learning more about some of the functions of Microsoft Dynamics 365. One that I found a particular interest in is the Voice of the Customer application. It allows you to create surveys right within the Dynamics solution. This is not one of your everyday sections like Sales…
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…
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…
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…
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…
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,…
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.