In my previous post I explored the current Dynamics 365 Customer Engagement solution update practices and used the Playbooks feature as an example. Here’s a quick overview of what the actual Playbooks offer. The official MS documentation, “enforce best practices…
We’re living in the “post-October” era where many of the new Dynamics 365 Customer Engagement features promised in the Oct ’18 Release are materializing into the live environments. Not all of them, though, since that space train carrying the Business…
We’ve come to part 3/3 in the Smarter Sales Process article trilogy. In the earlier posts we talked about customizing the lead qualification process and using calculated fields for opportunity estimated revenue, to get more out of Dynamics CRM 2015 than…
It’s time for part 2 in the Smarter Sales Process article trilogy. As described in my previous blog post about lead qualification process customization, this content is taken from my MSDynamicsWorld.com webcast titled “A Non-Developer’s Guide to Smarter Sales Processes…
This is the first part in an article series where I’ll be presenting a few customization tips & tricks that you can use in Microsoft Dynamics CRM 2015 to enhance the functionality used in a typical sales process. The content…
Sometimes a data model that is perfectly valid on a logical level does not enable the system end users to actually leverage the data stored in it. One example of such a design is the way Microsoft Dynamics CRM handles…
CRM 2013 Business Process Flows (BPF) have been designed to support a scenario where the same transactional records (opportunities, cases, custom entities like projects) can follow alternative process steps depending on the business logic required. For example, you can use…
A while ago when performing a requirements gathering session for the sales process functionality in a CRM implementation project, my client asked me whether Dynamics CRM was able to show information on the opportunity form about how similar opportunities had…
