Dynamics 365 Apps

30
Sep

Feature Overlap

Confused about what each of the Microsoft Dynamics products can do? Here is a table that might help. FeatureMicrosoft Dynamics
23
Apr

Phone and Tablet Clients

Phone App A phone app was first released CRM in version 2013. It was updated for the Online 2015 Update
31
Mar

Microsoft Dynamics Products

Microsoft Dynamics CRM - Online ProductPricingNotes User Subscription License (USL) Minimum purchase of five CRM Professional USLs is required for
1 min read
20
Feb

Opportunities: Stage, Pipelines and Phases

As Dynamics has evolved, the way to determine the stage of an opportunity has changed. There are three periods to
4 min read
30
Jan

Yammer

Yammer was acquired by Microsoft and is available stand-alone or can be integrated with Microsoft Dynamics CRM. Prior to Yammer,
1 min read
07
Dec

Qualifying Leads in CRM 2013

Leon Tribe, a fellow MVP, has a great article on qualifying leads in CRM 2013 and how the behaviour has
14
Jul

Charts and Currency Fields

When creating charts that use currency fields you might wonder, as I did, how aggregration of records on a currency
2 min read
07
Jan

Microsoft Acquisitions and Partnerships

Businesses acquired by Microsoft to extend the feature set of Microsoft Dynamics CRM. CompanyDate AcquiredProducts Marketing PilotOct 2012Marketing automation NetBreezeMar
1 min read
22
Jul

A new book on Microsoft Dynamics CRM report writing

Fellow MVP, Damian Sinay, has published a book on report writing for Dynamics CRM. Writing reports for Microsoft Dynamics CRM
3 min read
25
Jun

Changing currency or price list on sales records

Sales records (opportunity, quote, order and invoice) have a currency field which determines the price lists that can be used
1 min read