Tags » CRM

Why do I start this blog?

I guess the first thing to say is… why not?

I’ve always been at the receiving end of all sorts of content and knowledge, of some proven to be very useful for professional and personal purposes. 214 more words

CRM

CRM Tip: Automatically Creating document from Word Template and attaching to Record

Background

In Dynamics CRM, one of the common requirement customer have is to Run a report and save the copy of the report (PDF/ Word/ Excel) as notes/ attachment on the record or send the created document as email attachment to customer. 307 more words

CRM

Becoming Familiar with Dynamics 365

If you want to become more familiar with Dynamics 365, my suggestion would be to download a trial version of the product. This can be found… 77 more words

CRM

Things Lack in Business Without Project Management Tool

Project Management today has long past the days of management through shoulder taps, paper trails and excel sheet sharing.

Today’s workforce, workplace and work itself has become highly mobile and digital. 401 more words

Task Management

Manage Your Sales Reporting Like Never Before. Use a CRM!

Contrary to popular belief, investing in a business tool is often exciting. Every business has unique needs and with the ever-changing business environment… you only need the best that’s available to remain competitive. 309 more words

CRM

QueryByAttribute, QueryExpression and FetchExpression in Dynamics CRM

QueryByAttribute and QueryExpression are classes to query the data from CRM. Below are some of the differences we have:

QueryByAttribute:

  • QueryByAttribute class is a simple class compared to QueryExpression class.
  • 339 more words
#CRM

CRM Observation - Why Alternate Keys are not published sometimes

Background

I have heard a repeated question/ complaint from people regarding Alternate key –

  1. Alternate key does not work sometimes randomly or for some specific combinations.
  2. 195 more words
CRM