Microsoft Dynamics CRM and Inside View

A look into the often-overlooked but intensely valuable InsideView for Microsoft Dynamics CRM from VP of Services Hollie Murray.

Duplicating Workflow in Dynamics CRM

We’ve all been there, we spend hours creating the perfect Workflow with all the necessary checks and conditions to update and create the records that our businesses need to operate from open to close. Rather than spending hours creating the same Workflow you can race to the finish by easily copying the entire logic. Duplicating Workflow in CRM is suprisingly simple.

FieldOne Sky Extends CRM

Late last year, Microsoft announced its acquisition of FieldOne, the dynamic company behind one of the most comprehensive field service management solution’s on the planet. Microsoft and FieldOne promised deep rooted integration and native functionality between their two systems that would effectively give each solution what it was missing. Fast forward to 2016 and It comes as no surprise that FieldOne Sky is now included in Microsoft Dynamics CRM (Professional license and above). The question becomes, what is it and who would use it? Essentially, FieldOne Sky provides extensions to Dynamics CRM to allow the creation and scheduling of work orders. It also provides a robust mobile application to record work completed by field technicians against said work order. Additionally, Sky allows for a high level of complex possibilities through extensive customization. This is fitting, as System Administrators of CRM can build upon the existing Cases, Contact, Account, Territories, and other CRM service entities.

Fantasy Sports & CRM

We’re less than a week away from Super Bowl 50 which will signal the end of the 2015 football season and perhaps the end of an era for one of the greatest quarterbacks to play the game. For those dedicated fantasy football owners out there it’s like realizing that Christmas is over. Never fear! CRM is here! In early August Microsoft acquired FantasySalesTeam, an innovative sales gamification platform that’s helped hundreds of companies boost their sales productivity by transforming sales organizations into high powered offenses.

SharePoint vs Sales Literature

Heavyweight Title Fight: SharePoint Integration vs. Sales Literature Anytime a company chooses to extend Dynamics CRM past the standard out of the box functionality I have to commend them. It’s this “make it your own” concept that makes Dynamics CRM a true leader in the industry. So, if you’ve implemented Dynamics CRM with SharePoint document integration then my hat is off to you. The foremost beneficial feature of Dynamics CRM and SharePoint integration is the direct collaboration between your sales and marketing teams by allowing them to work within one document management system within a single screen.

Social Media Goes CRM

Following the general yearly trend, it seems that Hootsuite is poised for CRM success. Only time will tell the long standing effects, but so far here is what we know: • You may now create Leads, Opportunities, or Cases from the Hootsuite dashboard • These records can then be acted on by a sales or customer service team • Companies are able to attach social data to the customer record inside CRM • Users can publish content from their own social networks directly into SharePoint sites • All social activities can be documented to track your engagement with your customers

CRM - Save Time & Hassle

CRM truly is a fantastic tool. It can be as simple or as complex as you see fit. In fact, CRM can even help prompt you on information you need to provide, what products to present for cross/upsell opportunities, and even which steps to take to close a new sale. However, one thing that everyone can go without is the endless prompts to download or enable additional CRM features (especially if you already have it!).

The "RIGHT" Knowledge is Power

In Today’s world a single negative customer experience can go viral within a matter of hours. Without the right information at the right time, your customer’s experiences can go up in flames, and with it, your company’s brand. In order to avoid negative situations like these businesses must evolve and adapt to the idea that strength is not necessarily in numbers.

The Social Pane: Fact or Myth?

The year is 2013 and the Dynamics world is abuzz with the recent introduction of the Social Pane for Dynamics CRM 2013. The goal was simple, create a place where a user can see all business interactions related to a specific record.

A Quick Tip for CRM Administrators and IT Support Staff

We live in a connected world. At every corner you can see a plethora of tablets, smart phones, and laptops. This makes troubleshooting nearly impossible for CRM Administrators and often times, the entire IT department.