Business Process Flows in Dynamics 365-Part I

Business Process Flows have been an integral part of Dynamics CRM since version 2013. We should use Business Process Flows, if we want Users to follow same set of activities while executing a sales or service process (or may be a defined type of sales or service) while interacting with clients. What’s new?? Designer Trigger … Continue reading Business Process Flows in Dynamics 365-Part I

All you need to know about Dynamics 365 (Useful URLs/Weblinks)

Microsoft has recently (1st Nov 2016) announced the availability of Dynamics 365. This is a huge step and exciting too. With the launch of Dynamics 365 all CRM & ERP related apps (on cloud) will be accessible from one portal. In this blog, I will be taking you through all you need to know about … Continue reading All you need to know about Dynamics 365 (Useful URLs/Weblinks)

EMAIL SIGNATURE in MS CRM 2016

Hello Readers A recent new improvement in MS CRM has charmed many customers around the Globe, Email Signature. Yes, you read it right. Email Signatures are now part of Standard/vanilla/OOB MS CRM. Earlier we used to have alternatives for it, like using an email template or web resource for the same; Following URL might be … Continue reading EMAIL SIGNATURE in MS CRM 2016

Configuring a ClickDimension web form and creating cases in MS CRM on web form submission (Part 2)

Create Web Content: Go to settings>>ClickDimensions>>Web Content>>New Enter an appropriate name, select the type of your web content, Lookup your domain; Under ‘Create new visitor as’ select Lead or contact, if required. Following types of web content can be created: Form (current scenario) Survey Subscription Landing Page In ‘Auto response email’ select a clickdimensions email … Continue reading Configuring a ClickDimension web form and creating cases in MS CRM on web form submission (Part 2)

Configuring a ClickDimension web form and creating cases in MS CRM on web form submission (Part 1)

I am a beginner for ClickDimensions related work. Recently at a client, I was asked for a web form design and its integration with their website; that’s when I started using ClickDimesnions. Following post will take you through, configuration & set up of ClickDimensions along with some tweaks in MS CRM: Products Used: MS CRM … Continue reading Configuring a ClickDimension web form and creating cases in MS CRM on web form submission (Part 1)

Adding a Member from one Marketing List to Another

MS CRM (version 2015 onwards) now provides you with the flexibility to add a member from one list to another. Marketing List can have members from following record type or entities: Lead Contact Account A lot of people are not aware about this feature but this really helpful. Without this feature, we use to go … Continue reading Adding a Member from one Marketing List to Another

MS CRM 2016 Mobile App Configuration

Hello Readers, We all know, how important mobile communication is for any Sales Team Member specially a field sales person. Following are few articles relevant to the importance of mobile technology for any sales team: 7 Ways You Can Help Your Sales Team Be More Effective http://www.cio.com/article/2849367/customer-relationship-management/7-ways-you-can-help-your-sales-team-be-more-effective.html The Importance of Up-To-Date Information for Salespeople http://www.reachforce.com/blog/expert-interview-series-matt-greener-of-app-data-room-about-the-importance-of-up-to-date-information-for-salespeople/Continue reading MS CRM 2016 Mobile App Configuration