The new CRM Portal and Portal Comments

The upcoming release of Dynamics CRM Online 2016 Update 1 introduces the first Microsoft-published version of portal capabilities for CRM (integrating the acquisition of Adxstudio Portals). The Portals are now in preview. One of the Portals is the Community Portal. The Community portal enables peer-to-peer interactions between experts in the community, subject matter experts within … Continue reading The new CRM Portal and Portal Comments →

The new full offline experience with mobile Dynamics CRM apps

I am excited that users of Dynamics CRM Online will soon be able to have a full offline experience with mobile apps. You will be able to create, change, and delete records while offline. This provides the ability to get your work done even when there is interruption in connectivity. Automatic playback of offline actions … Continue reading The new full offline experience with mobile Dynamics CRM apps →

New – Time Entries on Dynamics CRM for Phones

Thanks to the new Project Service in Dynamics CRM (see this blog post) you can now enter your time and expenses for the projects you’re working on. You can stay on top of your time and expense entries to make sure: Your clients are billed properly You get credit for the work you’ve done Your … Continue reading New – Time Entries on Dynamics CRM for Phones →

Project Service is here

Project Service With the upcoming Dynamics CRM Online Spring Release comes a great new service - Project Service. Project service capabilities in Microsoft Dynamics CRM provide an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. Project service helps you: Estimate, quote, and contract work Plan … Continue reading Project Service is here →

Creating and working with surveys

Surveys are a great way to learn more about what your audiences would like you to keep doing and what needs improvement. With the great new addition to the Dynamics CRM family, Adxstudio Portals, you can easily create surveys to be exposed to your audiences on your portal(s). In this blog post we will create … Continue reading Creating and working with surveys →