Have you been looking at Microsoft Social Engagement as a solution to integrate social channels with your Dynamics CRM environment, but kept postponing your investments into the MSE application since it didn’t yet allow sending social data physically into CRM? Well, it’s time for a wake up call, since starting from MSE 2015 Update 1.2 you […]
Tracking Pipeline Development Over Time in CRM 2015
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 what the standard sales related functionality offers. To close things off, let’s have a look […]
Using CRM 2015 Calculated Fields for Opportunity Estimated Revenue
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 in Microsoft Dynamics CRM 2015“. After having adjusted the lead to opportunity process to better […]
This Month in CRM: What Have I Been Up To?
If you’re working with Microsoft Dynamics CRM then I bet you’ve had a busy spring so far! At least I have, due to the great buzz around the CRM ecosystem and an ever growing demand for customer solutions that leverage the latest & greatest Microsoft Dynamics product versions. Here’s a quick update on things I’ve […]
