Wow, has this been here the whole time? Seriously, I can now undo changes made to a Contact Record?
And finally we come to the dreaded “Delete Contact” menu item.
Sometimes you need to open more information or a custom report from a page layout. Placing a button on the page is a great way to open a Visualforce page with information about the open record. Read More
VisualForce pages allow you to create new pages in your Organization. They can be used to display data for reporting, pop-up windows, and custom user pages to name only a few. These steps are to get you started and familiar with the basics of how visualforce pages work. Read More
When using Salesforce to retrieve information on pages and lists, a bunch of actions occur to make it happen. This is done by built-in controllers behind the scenes. When you open a record in Accounts View, the standard Account controller provides the data/functionality to the page which then formats it into what you see. A controller can contain the logic to be executed when a button is clicked. Read More
Method CRM is a Cloud Based software for Small Businesses that are looking to manage their Client relationships while growing the business. It’s an intuitive product that integrates well with QuickBooks Desktop and QuickBooks Online.
To help Clients manage data integration, Method has a setting that can be activated which will prevent information syncing to QuickBooks unless approved. The criteria for this activating this setting and syncing data attributes is listed in the steps below.
Microsoft 365 TEAMS is a collaboration application that can be used to organize meetings, facilitate conversations among group members over chat and video as well as share files across groups. It integrates well with Microsoft Outlook and many other products.
To add Planner to streamline your workflow, follow the steps below:
Dynamics 365 CRM has multiple standard dashboards created by the system and you can also create your own custom dashboard(s). Follow the steps below to create a custom dashboard:
Log into Dynamics 365 CRM and on the Main Screen, scroll down the left side and click on Dashboards then select New, Dynamics 365 Dashboard at the top center of the screen
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
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.
