Introduction CRM 2016 includes interactive dashboards, which were specifically advantageous for the service agents providing better customer service. This newly integrated feature of Interactive Service Hub introduced in CRM 2016 was discussed in one of our earlier blogs. This new interface for accessing Dynamics CRM data provides organized view of entities. It allows focusing on… Read More »
May has arrived and the most-awaited May Release of Maplytics is now ready to ship with newly integrated advanced features. We have redefined various aspects of this Dynamics CRM Geo-Analytical tool and have focused on features like; Mobile compatibility, intuitive interface, and better proximity search. Let us have a quick look on the new highlighting features… Read More »
Dynamics CRM 2016 has come up with bundle of new features benefiting both administrators and developers. Adding to these effective features, CRM Online 2016 Update 1 and CRM 2016 (On-Premises) introduced additional controls for Phones and Tablets. Now users are viable to use these additional controls to create a more touch-friendly experience on CRM for… Read More »
Introduction: A new entity called “Feedback” has been introduced in Dynamics CRM 2016 Update 1. The purpose of adding this entity is to provide the feedback and rating for particular entity in CRM. This is useful for the organizations for tracking the feedback for the product they are selling, or support/services that they are providing… Read More »
“Should I carry Laptop, Tablet, or just my Phone?” Is this the question, which often comes to your mind while preparing for your client meetings. With web resources now available with Dynamics CRM 2016 even your favorite Maplytics is now accessible on all platforms Desktop, Tablet and Mobile so you can organize your trip better… Read More »
Introduction: Recently we had a requirement of importing a custom entity Hotel from one online CRM to another online CRM, which was a part of unmanaged solution. While exporting the Hotel entity from source system, we observed that the icons of the entity were from managed solution having prefix as “VarIcon” of PascalCase format. As… Read More »
Microsoft Dynamics CRM 2016 is integrated with several crucial features, and with these superior facilities, it has already been proved as “The most comprehensive upgrade ever.” The enhancements have been made in various grounds like mobility, intelligence, customizability, and service. Amongst all these features, Microsoft has also worked on enhancement of Social Pane. It has… Read More »
The secret to the most successful Sales Reps is that they are very organized. Not just in their daily workflow but also their appointments. What separates the successful Sales Rep and a struggling one is how well a Sales Rep is able to manage his appointments. Microsoft Dynamics 365 is robust CRM system and is… Read More »
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Introduction: What do you mean by Predefined Query? System Views created in the CRM contains an inbuilt query which displays the results satisfying the Query mentioned in the view. For e.g. “Active Contacts” an OOB system view. Also, Users can create their views in Advance Find by specifying their criteria’s and save it giving any… Read More »