Suzanne Kirkland No Comments

ZOHO CRM – Linking Emails to Specific Deals

Repeat customers will have multiple Deal records in Zoho.  Zoho now has a feature where it links emails to/fm Contacts to its best guess at the related deal.  If there is more than one Deal open, it will link the email to the deal with the latest modified date.  So what if Zoho guessed wrong?  You can manually unlink an email from one Deal and connect it to another – here’s how…

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Suzanne Kirkland No Comments

Zoho CRM + Zoho Meeting – easy online meeting solution!

Did you know Zoho has a “virtual meeting” application similar to join.me or GoToMeeting?  Its called Zoho.Meeting.  Once integrated with your Zoho CRM account, you can easily make any Event a virtual meeting with the click of your mouse.  here’s how…

STEP 1:  Set up integration with Zoho Meeting

  • Setup->Marketplace->Zoho
  • Click Install under the Zoho Meeting tile
  • Click Continue

STEP 2: Create an Event record and Make it an online meeting

  • While creating/Editing an Event Record, click the Make this an online meeting checkbox
  • NOTE – You have to add a Participant before you save the event.

The participants will be able to join the meeting by clicking on the URL in the email.

For conducting the meeting, you can choose either of the audio preferencing methods: built-in method or add your own conference call service.

There is a monthy fee for the app, but as with all Zoho apps, there is a free trial period during which you can check it out!

Megan Hagedorn No Comments

Dynamics 365: New Advanced Find Filter – Does Relationship Contain Data?

It’s easy to get distracted with all of the great user interface changes Microsoft brought us with Version 9.  This tip is about one of the smaller enhancements that hasn’t gotten much attention, but learning about it is definitely worth your time! We’re talking about a new search feature available in Advanced Find that allows you to specify if a relationship contains data. For example, we can search for accounts with NO opportunities, or bookable resources with NO bookable resource characteristics.

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Megan Hagedorn No Comments

Dynamics 365: New Admin Portal

Microsoft is redesigning the Dynamics 365 admin portal! You may have seen our post on the new support page a few months back–Microsoft has expanded the Dynamics 365 admin portal to include both support information and environment/instance management.
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Megan Hagedorn No Comments

Dynamics 365: Reminder–Mandatory Version 9 Upgrade Upcoming!

This year, Microsoft changed their Dynamics 365 upgrade policies. Some of the changes include delivering two major releases per year (April and October), detailed release notes (you can find these here), and most importantly, enforcing a mandatory update to move all 8.2 users to version 9 by January 31, 2019. You can find more information on the policy changes in this Microsoft blog post and a FAQ on these policies here. Please note that version 8.2 will not be supported after January 31, 2019 and your organization has likely already been contacted by Microsoft to schedule the upgrade.

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