Editable Grids Is Here

Editable Grids in Dynamics CRM What is it To enrich the CRM user interface for a touch friendly interaction across all mobile clients, we introduced a new set of embedded controls for the CRM Mobile Client Application (aka MoCA) with the Custom Control Infrastructure feature in the last release. These controls offer both a more … Continue reading Editable Grids Is Here

View usage activity metrics with a new preview feature, Organization Insights

With the latest release of Microsoft Dynamics CRM, we have delivered a new preview feature, Organization Insights, which provides the system administrator(s) of a CRM Online organization with the ability to view usage activity metrics to gain a better understanding of how well the CRM instance is being used. The Organization Insights dashboard shows information … Continue reading View usage activity metrics with a new preview feature, Organization Insights

Read all about it – the CRM 2016 Spring Wave

The CRM 2016 spring wave includes many new and exciting features! This blog shows you where to go for new information, whether you’re an admin, customizer, developer, or end user. The official names for the spring wave releases are: Microsoft Dynamics CRM Online 2016 Update 1 and Microsoft Dynamics CRM 2016 Service Pack 1 Microsoft … Continue reading Read all about it – the CRM 2016 Spring Wave

Linking CRM Portal to the Knowledge Base in CRM

With the new CRM Portal you can build a powerful Knowledge Base as a part of your customer service offering allowing users to find answers to common issues quickly while reducing the strain on your own support resources. Knowledge base articles are indexed and easily searchable. Case deflection can be enabled to require users to … Continue reading Linking CRM Portal to the Knowledge Base in CRM

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