67 views 19 July 2018 0
Web resources are virtual files that are stored in the Microsoft Dynamics 365 database and that you can retrieve by using a unique URL address. They can be
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Dynamics CRM for Mobile Client
mobile development is certainly one of the innovative and actively growing sector. Nowadays mobile developers have made applications for everything, we can also access business applications. It is becoming a key requirement for a wide category of business users, to view information related to CRM systems. Microsoft has provided support for mobile and tablet devices to access the CRM application.
Dynamics CRM for Phone Access
We have basically two ways
113 views 13 April 2018 0
Mail merge templates can be used with Office Word to create customer-ready letters, faxes, e-mail messages, and quotes. Word templates are created and edited in Word, but can be uploaded to Dynamics 365 to use with mail merge and share with other users. Only Word .xml documents can be used as templates. Mail Merge Templates allows pulling the data from Dynamics 365 environment and embedding it in the content as required.
Creating a Mail Merge Template:
Step 1: Go to Settings >>
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Microsoft Dynamics 365 allows you to maintain a Product Catalog with multiple customizable price and discount lists for all your business needs. This allows your sales representatives to create quotes, invoices, and orders all from Dynamics 365.
In the latest Dynamics CRM 2015 update Microsoft has given its product catalogue a makeover to improve the experience for sales teams.
At the heart of these enhancements is the introduction of a new product family feature enabling:
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A comprehensive knowledge base is a key to increased customer satisfaction and improved productivity of users. It is designed to assist customer service representatives as they answer questions and resolve cases. It is a repository of information that is used by the customer service team but is visible to everyone. It consists of articles (documents) that are categorized by subjects.
Dynamics 365 supports two knowledge management solutions:
A. Native Dynamics 365 knowledge management: It
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Dynamics 365 for Sales enables sales people to build strong relationships with their customers, take actions based on insights, and close sales faster. Dynamics 365 for Sales is used to keep track of user’s accounts and contacts, nurture user’s sales from lead to order, create sales collateral, create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities. The following image shows the menu for the Sales app. Dynamics 365 for Sales
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A lead is an expression of interest in a product or service made within s specific marketing context. The lead life cycle is the journey that a lead takes from creation, through nurturing, and on to opportunity and eventual sale.
There are two ways to create a lead: manual and automatic:
To view, create, or edit a lead manually, go to Marketing > Customers > Leads. This opens a standard list view, which you can be used to search, sort, filter, create, and delete
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Service Level Agreements (SLAs) offer an easy and convenient way to track the time taken by service representatives to solve support requests. Service Level Agreements are also the first step towards crafting Key Performance Indicators (KPIs) and tracking the performance against those KPIs. It is possible to see them as timers on record forms, where they indicate remaining time until (or time passed since) or the prescribed time it takes to solve a support request.
It is possible to manually
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The Warehousing app is available on Android and Windows operating systems. To use the app for on-premises deployments, at a minimum, it must be version 188.8.131.52. You must also have one of the following supported versions of Microsoft Dynamics 365 for Finance and Operations. Use the information in the following table to evaluate if your hardware and software environment supports the configuration.
4.4 and up
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In order to deploy Microsoft Dynamics 365 for Finance and Operations in the cloud, the user must understand the environment and subscription that he is deploying to, who can perform which tasks, and the data and customizations that he needs to manage. It is recommended to sign up for the Full Microsoft FastTrack for Dynamics 365 to help speed deployment and implementation - it's a program that provides training and consulting to help customers realize business value faster. If customer chooses