Mobile Application with Microsoft Dynamics CRM Improves Agent Productivity and Achieves 100% CRM Adoption

Summary Since 1991, Phillips Edison & Company has specialized in the acquisition, leasing and operation of grocery-anchored neighborhood and community shopping centers. Today the Cincinnati, Ohio-based company owns and manages more than 29 million square feet of retail properties, building a portfolio of more than 280 assets worth $1.8 billion in 35 states. In addition […]

Read full story Comments { 0 }

Increase Operational Efficiency with Microsoft Dynamics CRM

Summary In 2007, MB Senior Solutions was formed to provide health plan guidance to retirees. Since its launch, MBSS has become one of the largest advisors in the Midwest, specializing in Medicare and supplemental health plan selection. Currently, health plan guidance is offered under its RetireMED®iQ brand, which has advisory centers in Dayton, Cincinnati, and […]

Read full story Comments { 0 }

Centralize Data and Improve Organizational Efficiency with Microsoft Dynamics CRM

Summary Founded in 2005, the Voluntary Carbon Standards (VCS) program has become one of the world’s most widely used carbon accounting standards. Operated by the Voluntary Carbon Standards Association (VCSA), the VCS program has revolutionized the voluntary carbon market by developing trusted tools, such as standardized methods that streamline the project approval process, reduce transaction […]

Read full story Comments { 0 }

CRM 2015 Spring Release – Personalize Dynamics CRM by Changing Your Theme

One of the newest changes to the Dynamics CRM 2015 spring release is the ability to personalize the application. Microsoft added themes to CRM in order to accomplish this feature. Themes give a company the ability to add a logo to the ribbon, to change the colors of the ribbons, to change the color entry […]

Read full story Comments { 0 }

Webinar – Top New Features in CRM 2015 Update 1

Join this fast-paced webinar presentation on June 17 at 11:30 a.m. ET that delivers quick-hitting tips and best practices for using Microsoft Dynamics CRM. The recently released CRM 2015 Update 1 contains more functionality that allows organizations to leverage out-of-the-box (OOB) features. Here’s what we’ll cover: How to get around the infornation you need quickly How […]

Read full story Comments { 0 }

Dynamics CRM Online Spring Release 2015 – What’s New and How to Update

The new Spring 2015 Release of Microsoft Dynamics CRM Online has been officially released. This Dynamics CRM release preview guide refers to the Spring 2015 update as “2015 Update 1” As a CRM system administrator, you may control when to install Microsoft Dynamics CRM Online service updates for your organization. To update to the latest release […]

Read full story Comments { 0 }

Microsoft Dynamics CRM 2015 – How To Enhance Global Search by Adding/Removing New Entities

The global search functionality in Microsoft Dynamics CRM is a great tool for looking up information in a fast and efficient way. Just type in a word and the global search will pull up every entity that is attached to that word. An entity is an account, contact, lead, opportunity, etc. In the example below, I […]

Read full story Comments { 0 }

Microsoft Dynamics CRM 2015 – How to Reassign Contacts to a New User

Over time there may be a need where you want to reassign contacts in Dynamics CRM to from one user to another. The situation could be that a user is moving on to a different job so you need to transfer all of their contacts to another user. Another common situation is that the user has too many contacts […]

Read full story Comments { 0 }

Microsoft Dynamics CRM 2015 – How to Add a User to Group Security in portal.office.com

Sometimes when creating a user, you will follow all of the protocol but that user will still not be able to login to Microsoft Dynamics CRM. When they try to login, they may see this screen or something very similar.                 The first step is to check to […]

Read full story Comments { 0 }

Microsoft Dynamics CRM Best Practices Webinar – Case Management

Join this fast-paced webinar presentation March 25 at 11:30 a.m. ET and learn more about Case Management in Dynamics CRM. Enable agents to provide differentiated levels of support with flexible Service Level Agreements “SLA’s”. Gain insight into service effectiveness with the ability to track and analyze key metrics like First Response and Case Resolution. We’ll […]

Read full story Comments { 0 }
Follow

Follow this blog

Email address