Clik here to view.
Tip of the Month: Did you Know? Auto-Lock Documents Generated thru Dynamics GP
Recently we found out that the GP Web Client cannot generate an email with a .pdf document attached (this may be rectified when the Web Client moves to html in GP 2016). Our users still want to use...
View ArticleClik here to view.
6 Steps for a Successful Document Management Implementation
Your new document management solution implementation is underway. And, while you can’t always guarantee success, you can take steps to make sure that your new software deployment will be smooth and...
View ArticleClik here to view.
CRM 2016 back button built-in within record
As many of as come across the situation where we have to go back to previous screen from the current record. In order to that in crm 2011/2013/2015 we have to click on browser back button. But in crm...
View ArticleClik here to view.
Switch to Dynamics CRM in 2016
Are you thinking of making the switch to Dynamics CRM in 2016? For many organisations taking the next step to a new CRM solution can revolutionize it, helping it to become more efficient, joined up...
View ArticleClik here to view.
Dynamics CRM 2016 New Documentation, Videos and HOW TO GET IT!
Microsoft has been talking about the new release of Dynamics CRM 2016 for months now and it is finally out - along with a TON of documentation and videos. Most of the documentation pieces not only...
View ArticleClik here to view.
AX 2012- Workflow
Please find the details of the “AX 2012- Workflow” workshop below.AgendaIntroduction to WorkflowEnhancements to workflow with AX 2012AX 2012 Workflow ArchitectureDemo Simple WorkflowLine Item...
View ArticleClik here to view.
Help Your CFO Manage Spending in 2016 with Better Budget Visibility
New year, new budget, but will your CFO really have the tools to ensure that employees and approvers adhere to that new budget? Maybe it’s time to research business software solutions that will help...
View ArticleClik here to view.
Convert to Case: Displaying email contents
There are two ways to create case from an incoming email: Automatic record creation rules Convert to Case button in the email command bar Once a case is created, there may be so many other...(read more)
View ArticleClik here to view.
The Sales Manager’s Pains
This article is an abstract from the CRM Chronicles in the Gestisoft blog... Most sales team managers are very busy people weighed down by major responsibilities, including the company’s success....
View ArticleClik here to view.
The Power BI Evolution: Improved Experience for the End User, but Also for...
"5 seconds to sign up. 5 minutes to wow!" So read a banner that Microsoft hung up in 2014 when it began development of its Power BI service. It would be a SaaS-based business intelligence and analytics...
View ArticleClik here to view.
The Power BI Evolution: Improved Experience for the End User, but Also for...
" 5 seconds to sign up. 5 minutes to wow!" So read a banner that Microsoft hung up in 2014 when it began development of its Power BI service. It would be a SaaS-based business intelligence and...
View ArticleClik here to view.
The Power BI Evolution: Improved Experience for the End User, but Also for...
"5 seconds to sign up. 5 minutes to wow!" So read a banner that Microsoft hung up in 2014 when it began development of its Power BI service. It would be a SaaS-based business intelligence and analytics...
View ArticleClik here to view.
December 11 Blog Review
This time of year is very busy with parties and gifts. So we will keep this quick so you can rush off to your cookie exchange. Microsoft sent us the gift of CRM 2016 last week. This week came all of...
View ArticleClik here to view.
MPOS Adding a New Product to a Category Listing
In MPOS if you want to use categories, catalogs must be setup and validated. See the below TechNet article on setting up Catalogshttps://technet.microsoft.com/en-us/library/jj728723.aspxSee the...
View ArticleClik here to view.
Awareness | Worldwide | Payments | Planned Maintenance for Dynamics Online...
The Service Engineering team will be doing planned maintenance on the Payments Service. The maintenance will start at 06:00 AM UTC on December 18th through 4:00 PM on December 18th. Customers may...
View ArticleClik here to view.
USD 2.0 – Client Install
Unified Service Desk (USD) 2.0, recently released from the CRM 2016 release comes with a new installer. I will cover installing the server package in another post, here I will concentrate on the...
View ArticleClik here to view.
Configure your own Dashboards in Maplytics for Microsoft Dynamics CRM
Dashboards are the one of the most used feature of Maplytics-Bing Map Integration for Dynamics CRM . You can design geographical dashboards using components from Maplytics as can be seen in the...
View ArticleClik here to view.
FieldOne Sky – Overview
FieldOne Sky for Microsoft Dynamics CRM is part of the latest CRM2016 release. But what is it and who would use it?? To help answer these questions I have created this overview of its capabilities....
View ArticleClik here to view.
Charts – Collection
I have recently been publishing a number of posts about how to edit Chart XML and the capabilities of charts within Microsoft Dynamics CRM. This post gives a summary of all of those posts. As I add...
View ArticleClik here to view.
USD 2.0 – Server Install
The recent release of Microsoft Dynamics CRM 2016 came with an updated version of Unified Service Desk (USD 2.0). This release includes an updated installer, so in this post I describe how to install...
View Article