Formalized documents are a cornerstone of business dealings – from quotes and contracts to work orders and invoices. Leveraging CRM data to automatically generate these documents from standardized templates enhances productivity, reduces human error and ensures standardized communication across the company In CRM 2016 you can 1-click generate documents for any end-user facing entity. In … Continue reading 1-Click Document Generation in CRM 2016 (Web and Mobile)
Month: December 2015
Listen to custom sources in Microsoft Social Engagement
With the latest update to Microsoft Social Engagement you can extend the coverage of your data sources by adding custom sources. Custom sources offer a way to get additional data from your favorite public RSS and Atom feeds. You can create search topic rules and filters to gain further insight into all your sources Here … Continue reading Listen to custom sources in Microsoft Social Engagement
Comparing the Dynamics CRM App for Outlook with Dynamics CRM for Outlook
With CRM 2016 comes the new CRM App for Outlook (lightweight app) Microsoft Dynamics CRM App for Outlook is a lightweight app you can use to view Microsoft Dynamics CRM information and track email from within Outlook. The CRM data appears right in your Outlook Inbox. You can use Dynamics CRM App for Outlook on: … Continue reading Comparing the Dynamics CRM App for Outlook with Dynamics CRM for Outlook
Microsoft Lystavlen 