Microsoft Dynamics CRM


Formatting Whole Numbers in Dynamics CRM

Posted by Brenda Senger on October 10, 2016

Question:  The information I am tracking in Microsoft Dynamics CRM are large numbers.  But I don't want to show the commas?  Can I do that? Answer:  Removing commas, along with other number formats can be found in the settings area - currency, time,…

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Quick & Easy Drill Down in Dynamics CRM Data

Posted by Brenda Senger on September 28, 2016

Charts and views are extremely helpful within Microsoft Dynamics CRM, they can help analyze key trends and progress at both the user level and companywide. One great feature that is not completely obvious, is the ability to drill down and manipulate your data by selecting areas of your chart. For…

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ERP & CRM - How Much Integration Do I Really Need?

Posted by Jen Bieker on September 13, 2016

By:  Tim Thompson, Crestwood Co-founder & Partner One question that comes up often when talking about using CRM systems centers around integrating that CRM solution with your back office ERP system.  We’ve found that sometimes the word “integration” is used very broadly, and may…

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Monthly Maintenance Tip for Dynamics CRM – Bulk Delete

Posted by Jen Bieker on August 23, 2016

Just like a car, Dynamics CRM needs a bit of maintenance once in a while to keep running smooth and fast.  One thing you can do on a recurring basis is to clean out old and unused data with the bulk delete tool.  You might use it to…

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System vs. Personal Views in Microsoft Dynamics CRM

Posted by Brenda Senger on August 22, 2016

Whether system or personal, a view is a grid with records listed in it with specific column headings.  Many views come out-of-the-box with Dynamics CRM.  However, there are times that you’d like additional or different columns to look at.  This is when it’s…

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Using the Schedule Assistant and Bookable Resource Groups in Dynamics CRM Field Service 2016

Posted by Brenda Senger on August 22, 2016

Along with the newest roll­­out of Field Service in Dynamics CRM 2016 came quite a few changes.  One big change we’ve been helping our clients with is how to create bookable resource groups and how those groups appear in the schedule assistant. Bookable Resource Groups…

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Easy Goal Management for Your Sales Team

Posted by Jen Bieker on August 1, 2016

One of the more powerful features that is underutilized in Microsoft Dynamics CRM is the use of goals.  Goal management helps keep you and your team on track with objectives and gives you some great insights into your data. For example, our organization tracks software sales by quarter.…

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Crestwood Associates Named to Microsoft Dynamics President’s Club for 10th Time

Posted by Donna Krizik on August 1, 2016

Crestwood Associates LLC, is thrilled to be named to the exclusive, international Microsoft Dynamics President’s Club for a tenth time. This award is an honor recognized during Microsoft’s 2016 Worldwide Partner Conference in Toronto, Ontario. Recipients represent the top 5% high performing Microsoft Dynamics Partners Worldwide.  The…

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Microsoft Dynamics CRM Planned Deprecations in Future Releases

Posted by Jen Bieker on July 28, 2016

There are some important information about changes coming in future releases of Microsoft Dynamics CRM.  Microsoft has released information about components soon to be deprecated in the next release(s) of Dynamics CRM.  You will want to ensure your system will work properly if you currently rely on…

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The Most Cost-Effective Way to Keep Clients Happy

Posted by Jen Bieker on July 28, 2016

Last night I was watching a TV show and they were talking about IoT.  I keep hearing that term, Internet of Things (IoT), which refers to everyday, household objects that have a network connection and can send data.  I took a look around my own house and in…

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