A feature in Dynamics CRM which can help guide end users and provide clear direct workflows is Business Process Flows (BPF). Even if you haven’t created any custom ones, you have probably seen the process for a Lead, going through an Opportunity, Quote, Order and Invoice. Below you can see a custom BPF on an … Continue reading Searching for Business Process Flow Stages in Dynamics 365 CRM

A key component of any business selling products or providing a service is case management. The ability to enter and complete cases in CRM is important for tracking and resolving issues or problems that arise. A key field used to indicate where the case currently sits in the life cycle is the Status Reason. Is … Continue reading Using Status Reason Transitions for a Case

Ever wished you could move around the top navigation in CRM? Sometimes the default order and options doesn’t necessarily make sense for the end users. In Dynamics 365 CRM this can be done easily and in a supported fashion by editing the Sitemaps. Go to the main solution, then click on Client Extensions under the … Continue reading Editing Sitemaps in Dynamics 365 CRM

If you have used Outlook for long enough, no doubt you have had cause to use the recurring appointments functionality. You have the ability to create a ‘series’ of appointments from one record. Saves you time and keeps all appointments the same with regards to accurate information. Using recurring appointments in Dynamics CRM is pretty … Continue reading Using And Mapping Recurring Appointments

Anyone working in marketing knows the huge value in being able to track mentions and retweets on Twitter, but as more and more of your clients and prospects take to social media, you need more access and insight in to what’s being said about you. Not only that, but finding ways to monitor the sentiment … Continue reading Using Social Engagement to track and analyse mentions

*** UPDATE: Please review Part Two to see the latest way to access and set up Email Signatures. This will show you a quick and easy way to add images and hyperlinks. *** One of the great features of Dynamics 365 is the ability for a user to add an email signature to their record. … Continue reading Email Signatures with Images & Hyperlinks – Part One

Rollup fields in CRM will run 12 hours after they have been created. Ideally they will run when most users are out of the system. But what if you don’t want to wait and need to mass calculate rollup fields? Maybe you are working on a report or search and need the data to be … Continue reading Mass Calculate Rollup Fields Without Waiting 12 Hours

Fields can be made required throughout your CRM system, but what if it’s not used by everyone in the organisation? Sure, you can create different forms, but that’s a lot of effort if there is only a one or two field difference. By using business rules you can easily control which fields are visible and when. First, … Continue reading Using Business Rules To Hide Fields And Make Them Required As Needed

Tracking website visits, conversions and bounce rates is key for any marketer or web master. Using Google Analytics (GA) is a must for viewing how your content is doing and removing the guess work. While you won’t want to give GA access to everyone in the company, you might want them to see how traffic … Continue reading Embed Google Analytics In Dynamics CRM Dashboard

Account records in CRM can have Parent/Child relationships. You might have several companies you are currently in the sales cycle with and have active open opportunities that are being worked on. If the companies are linked and part of a larger organisation structure, using the Parent Account field, you can link them together in a … Continue reading Counting Records With Rollup Fields And Record Hierarchy