Tags » Microsoft Dynamics CRM

Microsoft has become one of 3 Leaders in Gartner Magic Quadrant! - Thanks to Power BI!

Microsoft Power BI is one of just three market leaders, according to Gartner’s just-released Magic Quadrant for Business Intelligence (BI) and Analytic Platforms 2016. This puts Microsoft alongside Tableau and Qlik, both of which scored slightly higher in ability to execute, but Microsoft outpaced them in Completeness of Vision, in which it leads the pack of 24 vendors evaluated (see graphic). 1,488 more words

CRM

Field Service Management in Microsoft CRM (FieldOne Sky)

With the release of CRM 2016, Microsoft have included a fantastic field service module with the application. This is an add-on solution therefore is not visible with new installs. 973 more words

Microsoft CRM

Phone call tracking in Resco Mobile CRM

Not only emails can be tracked in Resco’s mobile CRM client for Microsoft Dynamics CRM, but you can track phone call activities as well. So all those conversations won’t get lost in time, but will be safely stored away in the CRM system until you need to come back to them. 347 more words

Resco Mobile CRM

MB2-714 (Microsoft Dynamics CRM 2016 Customer Service) : Case Management

This is the next instalment in my series of posts describing the information needed to pass the MB2-714 (Microsoft Dynamics CRM 2016 Customer Service) exam, this time I will look at cases and case management. 2,051 more words

CRM

The King's way to migrate CRM records with currency field

A currency is required if a value exists in a money field of an entity. Microsoft Dynamics CRM online supports multicurrency, therefore each record can be associated with its own currency so called transaction currency. 452 more words

Currency

MB2-714 – Introduction to Customer Service Concepts

This post is one of a collection aimed at helping anyone prepare for the MB2-714 exam (Microsoft Dynamics CRM 2016 Customer Service).

Before “diving into” the specifics of various aspects of customer service its important to gain an understanding of the key  service principles, entities involved and any associated terminology. 734 more words

CRM

MB2-714 Microsoft Dynamics CRM 2016 Customer Service

Today I started to revise for the newly released MB2-714 CRM exam. (Microsoft Dynamics CRM 2016 Customer Service)

This a new certification which measures your knowledge of all things service related within Microsoft Dynamics CRM 2016. 533 more words

CRM