What are task flows and how do they compare to other tools in Dynamics CRM?

What is a task flow? Task flows are a new way of interacting with Microsoft Dynamics CRM, allowing users to focus completely on the work at hand. With this new type of business process flow, you can easily create guided interactions for your CRM users, giving them experiences with just the information they need so…

0

Creating and customizing task flows

In this post, I’ll show you how to create new task flows to enable your users to quickly accomplish key mobile business tasks. Enabling task flows A quick disclaimer before we begin: task flows have been released as a preview feature for Dynamics CRM Online 2016 Update only. For more information about preview features, see What…

0

The new light-weight CRM App for Outlook

What is it? With no installation, no configuration, and no additional log-in steps, you can now quickly track your important customer emails directly within Outlook, whether on your PC or Mac running the desktop version of Outlook, or on the go through Outlook Web Access on your laptop or phone (Windows, Android, or iOS). You…

0

Just released: Documentation for the Microsoft Dynamics CRM 2016 Products Wave

There are many exciting new features available in CRM 2016! Here’s where to find all the documentation for admins, developers, and end-users for Microsoft Dynamics CRM Online 2016 Update or Microsoft Dynamics CRM 2016 (on-premises).   New feature lists and update prep If you’re wondering,“What’s new?”, “How does this impact us?”, and “What should I know before…

0

Auto publish and expire knowledge articles

We’re really excited about the new Knowledge Management capabilities  we shipped as part of Microsoft Dynamics CRM 2016. One of the common scenarios for Knowledge Managers is to schedule knowledge articles to be published and removed from public access at a specific time. Let’s say you’re the Knowledge Manager for our infamous Contoso wearables company. Your…

0

Knowledge article lifecycle: An introduction

The introduction of the Knowledge Article entity in Microsoft Dynamics CRM 2016 comes with many new and exciting features designed to bring strong knowledge management capabilities into Dynamics CRM. I am excited to explain a little bit more about the lifecycle, which is a key concept in the new Knowledge Article entity. I will cover…

0

Announcing the Release of Microsoft System Center Management Pack for Dynamics CRM 2015

We are very excited to announce the release of the Microsoft System Center Management Pack for Dynamics CRM 2015! You can get the System Center Operations Management pack from the Microsoft Download Center The System Center Management Pack for Microsoft Dynamics CRM 2015 enables you to administer the Microsoft Dynamics CRM 2015 application in Microsoft…

1

Top Respected Reseller Introduces a Cloud Financial Online Business Solution Built On Microsoft Dynamics CRM – Gravity Software™

Online Business Management Cloud Solution Built On Microsoft Dynamics CRM Southfield, Michigan – March 17, 2015 – John Silvani, President & Founder of Gravity Software™ (Gravity) introduces the launch of Gravity. Gravity is the first online business management application exclusively written for smart businesses.  Gravity provides small to medium businesses (SMBs) the necessary tools and…

1

CRM for Outlook User’s Guide page is THE source for Outlook Help and training

Looking for info on Microsoft Dynamics CRM for Outlook? Check out our new CRM for Outlook User’s Guide page, your starting point for Help and training on CRM for Outlook. On the User’s Guide page, you’ll find setup and configuration videos, detailed how-tos, troubleshooting and FAQ info, and the new CRM for Outlook Basics eBook:…

6