Dynamics CRM Port @dynamicscrmport - Tumblr Blog

Dynamics 365 : Introduction to Microsoft Flow

Dynamics 365 : Introducing Microsoft Flow | Microsoft’s IFTTT tool called Flow

In this article we will learn about the new product released by Microsoft with Dynamics 365 i.e. Microsoft Flow. Microsoft has created its own IFTTT (IF This Then That) tool, which is now open to everyone. While most of the new features are mostly only useful to companies, Flow has definite use for normal people. In…

View On WordPress

#introduction to microsoft flow #Microsoft&039;s IFTTT

Dynamics 365 : Introduction to Microsoft PowerApps

With Dynamics 365 Microsoft Launches PowerApps, Makes Building Business Apps Easier

In this session we will provide enough information about the new feature released with Dynamics 365 by Microsoft i.e. PowerApps. Which will to allow you to answer questions such as “What problems do PowerApps solve?” and “How can I get started with Microsoft PowerApps?”. Microsoft PowerApps – rapidly build web and…

View On WordPress

#Introduction to Microsoft PowerApps #Microsoft PowerApps #What is Microsoft PowerApps

Dynamics 365 Common Data Model Public Preview

Dynamics 365 Common Data Model or Dynamics 365 Common Entity Model

Hello everyone, once again welcome back to Dynamics CRM Port. In this article we will learn about one of the coolest feature or new feature i.e. Dynamics 365 Common Data Model (CDM) or Common Entity Model (CEM). Now if you are not aware of what is Dynamics 365 Common Data Model (CDM) or Common Entity Model (CEM)? Else you have…

View On WordPress

#dynamics 365 common data model #Dynamics 365 Common Data Service #Dynamics 365 Common Entity Model

Microsoft Dynamics 365 First look | Dynamics 365 New Features

What is Microsoft Dynamics 365 ?

Microsoft formally announced the release of Dynamics 365 at CRMUG Summit 2016. With the release of Microsoft Dynamics 365 on November 1st, the silos of CRM and ERP are no longer. The Dynamics 365 platform now will incorporate in one platform the following products:

1) Dynamics 365 for Sales

2) Dynamics 365 for Customer Service

3) Dynamics 365 for Field Service

4) …

View On WordPress

#Dynamics 365 #Dynamics 365 navigation and basic features #Dynamics 365 New Features #Microsoft Dynamics 365 #Microsoft Dynamics 365 First look

Editable Grids in Dynamics 365

How to Configure Editable Grids in Dynamics 365 or Editable Grids in Dynamics CRM ?

Hi Dynamics CRM developers and end-users . We at Dynamics CRM Port are currently working/experiencing the new Dynamic 365 aka. Madeira and writing this post make you aware about the new features of Microsoft Dynamics 365. There are many new features has been released in Dynamics 365 but the most awaited feature of…

View On WordPress

#Dynamics 365 #Editable Grid in Dynamics 365 #Editable Grids in Dynamics 365

Use articles in the knowledge base | Dynamics CRM 2015

Use articles in the knowledge base

Make critical knowledge available to everyone by capturing it in articles in Microsoft Dynamics CRM. Create a customized library for business information, product guides, data sheets, and other articles with timely and relevant information.

An administrator sets up a subject tree to categorize articles based on your organization’s unique needs. New articles can…

View On WordPress

#articles in Microsoft Dynamics CRM #Dynamics CRM 2015 #knowledge base

Improve customer service with better automation and tracking | Dynamics CRM 2015

Improve customer satisfaction by tracking and recording their issues, maintaining service levels, and managing service terms through entitlements in Microsoft Dynamics CRM.

Create queue and route cases

You can create queues to sort incoming cases according to subject-matter expertise or product or services to ensure that a customer service representative (CSR) with the right experience gets each…

View On WordPress

#better automation #Improve customer service #tracking Dynamics CRM 2015

Configure the process flow for customer service | Dynamics CRM 2015

Configure the process flow for customer service

The process flow bar organizes tasks under various stages, which are used to easily lead you through the process of case resolution. The process flow bar also highlights the stages and tasks that you’ve already completed. You can configure the bar to add or update the stages, steps, and fields to suit your business needs.

To change stages, steps,…

View On WordPress

#Configure the process flow #Dynamics CRM 2015

Get started with service management | Dynamics CRM 2015

Easily set up and manage your customer service tasks from one place by using the Service Management page in Microsoft Dynamics CRM. Set up everything related to customer service, like defining parent-child case hierarchy, creating queues, routing rule sets, rule for automatic case creation, service level agreements (SLAs), entitlements, and customer service schedule.

Use the links in this topic…

View On WordPress

#Dynamics CRM 2015 #service management

Managing Services and Service Scheduling | Dynamics CRM 2015

Basics of service and service scheduling

Avoid disruptions in service by making sure that your resources are scheduled optimally and efficiently. Learn the basics of getting started with managing services and service scheduling in Microsoft Dynamics CRM.

Understand the service terminology

Service: A type of work, such as a maintenance activity, performed for a customer by one or more resources.…

View On WordPress

#Add resources to existing services Dynamics CRM 2015 #Dynamics CRM #service terminology #Services and Service Scheduling

Manage service in Dynamics CRM 2015

Get started with service in MS Dynamics CRM 2015

Customer service is an important part of your organization. To help you get started, we’ve created an easy to read top tasks list.

Task Description Learn more Find support cases that are assigned to you

See the support cases assigned to you along with other cases in the support queue. Find what’s assigned to you in a queueTrack your…

View On WordPress

#service in MS Dynamics CRM 2015

View, block, or deactivate a social profile in Dynamics CRM 2015

Track the high influencers, and the customers for your business, and save them as contacts in Microsoft Dynamics CRM with their social profile information. You may want to get in touch with these resources later, for marketing or brand building purposes.

With the social care sample, you can create a social profile and a corresponding contact automatically, every time you create a case. You can…

View On WordPress

#block a social profile in Dynamics CRM 2015 #deactivate social profile in Dynamics CRM 2015 #View social profile in Dynamics CRM 2015

How to Print leads, quotes, and other records in Dynamics CRM 2015

When you need a paper copy of a record such as a contact, lead, quote, or invoice, you can print records individually or in a list.

Print an individual record

Go to the record you want to print. For example, to print a lead, go to Sales > Leads and select a record.

Choose the Options button at the top right corner of the screen.

(In Dynamics CRM for Outlook, choose File > Print.)

Choose Print…

View On WordPress

#Print leads in Dynamics CRM #Print Quotes in Dynamics CRM

How to See account relationships in a hierarchical view in Dynamics CRM 2015

You can see how info is related or grouped by viewing accounts, products, or users in hierarchical charts. You can click a tile in the chart to get the full details and then navigate to the info you’re interested in.

For example, from the hierarchical charts view for accounts, you can:

See how an account is doing in overall revenue

Drill into tiles for accounts to see where the deals are coming…

View On WordPress

#account relationships in a hierarchical view in dynamics CRM #hierarchical charts view for accounts in Dynamics CRM

How to Create or edit a rollup query in Dynamics CRM 2015

Use the rollup query to gather data about a given goal, including all its related goals, in one view.

Make sure that you have the Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions.

Check your security role

a. Follow the steps in View your user profile.

b. Don’t have the correct permissions? Contact…

View On WordPress

#Create rollup query in Dynamics CRM #edit a rollup query in Dynamics CRM

How to Stay up-to-date with customer news with the activity feed in Dynamics CRM 2015

Monitor real-time updates in the activity feed to stay current with fast-moving sales, customer projects, and marketing campaigns at your organization.

You’ll find the activity feed on your dashboard under the heading What’s new.

The activity feed includes automatic updates about the work your colleagues are doing. You can also choose to “follow” updates for up to 1,000 of the contacts,…

View On WordPress

#activity feed in Dynamics CRM 2015 #Stay up-to-date with customer Dynamics CRM

How to Create or edit a goal in Dynamics CRM 2015

Use goals to keep track of your progress on achieving target revenue.

Create a goal

Make sure that you have the System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager security role or equivalent permissions.

Check your security role

a. Follow the steps in View your user profile.

b. Don’t have the correct permissions?…

View On WordPress

#Create goal in Dynamics CRM #edit a goal in Dynamics CRM

Trending Blogs

Recently Viewed Blogs

Dynamics CRM Port