crm solution

Set up demo data for Field Services

On Dynamics 365 app market place, there is a app for Fields Services. This app is a great start point for clients who are in the field services industry. The out of the box application is ready to use. But, in some scenarios, need to convince your clients, that the solution is viable. You can easily install the app, but for your account manager or sales guys to go and demo the capabilities, you need demo data. You can’t do this with by out of the box sales data. You need field service specific data to give your prospects the feel of the application. The problem is, there is no proper guide given out there. The objective of this article is to provide step by step guide to install the demo data for Field Services.

(more…)

Dynamics 365 Team Access Configuration for Records

Access teams is one of the cool features in Dynamics 365. This allows us to assign records to multiple users. An access team is basically a collection of users who has access to a record. For instance, there could be a large account, which a team of account managers might be working for continuous business.

(more…)

Follow and un-follow records.

There are many actions that you can perform against records. Following and un-following is one of them. This article is about a scenario where you can use this cool feature.

Assume that you have a list of clients or accounts. And you have nominated top 3 of those, because they bring the biggest chunk of your annual revenue. Above all they are your reference customers. Normally CEOs, Sales Directors would like to keep a close eye on these clients. With Dynamics CRM, they can easily follow these records. When they do that, these accounts will appear under the “Accounts I follow” view. So they don’t have to worry about all the accounts that exists in the system.


(more…)

Limitations of Calculated Fields with real world example

One of my previous articles, I have explained about how cool the Calculated Fields are. But, as always there is a catch, i.e. there are several limitations. So when you decide to use calculated fields, you need to remember these.

  (more…)

Calculated fields explained

Calculated fields in Dynamics 365 is a real cool feature, that enables you to automate various calculations. You also can enforce rules/conditions with calculated fields. The sole purpose of this article is to give you a quick overview of calculated fields and their capabilities. In earlier CRM world we had write many lines of JavaScript to automate simple calculations. This is one of the big goals of Microsoft to reduce the code that we write. So, now you don’t have to be a programmer to apply validations and do calculations on your form. First let’s look at the capabilities of the calculated fields. That is the good side of it. So, calculated fields are capable of doing the following. (more…)

Dynamics CRM will not solve process issues

cap01When we give solutions using dynamics CRM, it is extremely important that the consultant must understand the client’s business domain. Because in many organizations, there are issues in their processes. Introducing technology might make things worse. Therefore, the first and foremost step is to study the business processes well. If you identify any issues with the processes, talk to your client and help them to solve it.

  (more…)

Enable OneDrive for Dynamics 365

OneDrive integration is one of out of the box features that comes with Dynamics 365. But there are few other steps that you need to perform to enable it for the actual usage. This article is a step by step guide to enable OneDrive in your Dynamics 365 instance. Important thing is that, first you need to enable “Server based SharePoint integration”. Then only you can enable OneDrive to use with your crm instance.

(more…)