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Microsoft Dynamics CRM

Microsoft Dynamics CRM: Adding A Group Calendar

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Is it possible to add a group calendar to Dynamics 365?  As of 2020, there is no out-of-the-box solution or workaround to add a group calendar to Dynamics, though third-party plugins/solutions can make this possible.  So, instead of going through these options (a quick Google will give you a list of these solutions), I’m going to show you how to A. create a view in Dynamics that displays as a calendar, and B. add that view to Microsoft Teams.  Read More

Dynamics 365 CRM: Integrating with Applications via the Market Place

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Microsoft Dynamics CRM allows for integration with a multitude of applications that your organization may use today or want to use in the future. Having your CRM, which houses your Client data, integrate with an Accounting or email Marketing application can create operational efficiency by eliminating duplicate data entry, full history of Client communications and provide a more holistic view of your Clients.

Integrating Microsoft Dynamics CRM with other applications is easy and the steps below will provide a high-level overview on how to do so.

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Dynamics 365 CRM: Migrating to a New CRM? System Permissions and Securing Your Data

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Once you’ve migrated to your new CRM and you’ve deduplicated and cleansed your data, you’ll want to verify that the right Users have access have to the CRM and proper access to key components and modules within the system. An account (User Id and Password) will need to be created for each User first for them to have access to the CRM Sales app. Next to update their permissions follow these steps:

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Dynamics 365 CRM: Using Activities to Manage Communication and Next Steps

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Using the Activities functionality in Dynamics is a great way to help stay on top of tasks and client communications. It also allows collaboration across teams throughout your organization. This tip will show you how to use Activities on an individual basis and how to attach it to an account. Activities can also be attached to other record types as well.

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Dynamics 365: Qualifying Multiple Leads – Bulk

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A Lead is Qualified and becomes an Opportunity when there’s a high prospect of the deal closing. The workflow in Microsoft Dynamics 365 defaults to creating an Account, Contact and Opportunity once a Lead is Qualified. Keep in mind that the system default settings automatically create the Account and Contact once the Lead is Qualified unless otherwise specified. Follow the following steps to qualify multiple leads simultaneously:

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