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)

It’s here – the Dynamics CRM for phones app (updated)

In case you missed it, the brand new Dynamics CRM for phones app is now available for you for favorite phone. With the new phone app users on Dynamics CRM Online 2015 Update 1 will be able to have the same advanced experience from the tablet (CRM for Tablets app) adapted to the phone. Features Access … Continue reading It’s here – the Dynamics CRM for phones app (updated)