Mobile Deep Linking

In this mobile world where more and more users prefer to work solely on mobile devices its desirable to be able to send links to each other that opens directly in the mobile client (not the web client) In CRM 2016 you can use the new application handler for CRM mobile clients to directly link … Continue reading Mobile Deep Linking →

1-Click Document Generation in CRM 2016 (Web and Mobile)

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) →

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 →