rojythomas

Dynamics 365 - Prospect to Cash Integration

Introduction Disconnected Sales (front office) and Operations (back office) systems is a problem...

Author: RojyThomas Date: 04/20/2018

Practical Guide on understanding Common Data Service and PowerApps

Over the last few months a lot was mentioned about PowerApps and Common Data Service (CDS). As I...

Author: RojyThomas Date: 04/02/2018

Role of PowerApps, Flow and Common Data Model in Dynamics 365

October 11,2016 was a significant day for Microsoft CRM and ERP customers as Microsoft unveiled to...

Author: RojyThomas Date: 10/20/2016

Project Service Automation - Overview

In this blog we will focus on the Project Service Automation released as part of the 2016 CRM Online...

Author: RojyThomas Date: 05/25/2016

Integrating Surveys with Dynamics CRM Online

Quality feedback process is important for any company. Knowing what your customers think of you is...

Author: RojyThomas Date: 01/15/2016

Fun way of tracking progress: Integrating Fantasy Sales Team with Dynamics CRM Online

A few years back, I was cruising down the isle of my Sales Director’s office and noticed a...

Author: RojyThomas Date: 12/27/2015

Effectively Managing CRM Online Environments

CRM Online provides two types of instances the Production instance and the Sandbox instance. The...

Author: RojyThomas Date: 11/20/2015

Intelligent Cloud - CRM Online & Power BI

Early in my career as a CRM Technologist I spent a lot of time writing SQL queries, creating...

Author: RojyThomas Date: 08/27/2015

Introducing the NO Install client - CRM App for Outlook Web Access (OWA)

At Microsoft we believe in power of choice. Introducing the CRM Application for Outlook Web Access....

Author: RojyThomas Date: 07/13/2015

Integrating LinkedIn and Dynamics CRM

As a sales technologist I work with customers and prospects across a variety of industries. There...

Author: RojyThomas Date: 06/12/2015

Integrating Office Groups with CRM Online

Ever worked on an account, opportunity or a project and felt like you don't have a great way of...

Author: RojyThomas Date: 05/05/2015

Microsoft Social Engagement - New UI and Functionality, Changes to Administration and Licensing

As part of the Spring Release for the Dynamics product family, Microsoft Social Listening (now...

Author: RojyThomas Date: 04/30/2015

Posting to a specific group on Yammer from CRM

Before the Spring Release, all Yammer posts from CRM was defaulting to the "All Company" group....

Author: RojyThomas Date: 04/19/2015

Integrating Parature KB with CRM Online

As part of the Spring Wave release Microsoft is planning to release the first integration of...

Author: RojyThomas Date: 04/12/2015