Microsoft Dynamics CRM

2016 Microsoft Dynamics Free Training & Resources

Posted by Jen Bieker on January 21, 2016

Is your New Year’s resolution to save time, be more productive, or learn new things? Well, we can help you with that. There are a lot of resources out there, some good and some bad. So here are some of our favorites. Microsoft Virtual Academy …

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Things We Are Excited About in Microsoft Dynamics CRM 2016

Posted by Jen Bieker on January 20, 2016

You asked, Microsoft listened. Microsoft Dynamics CRM 2016 includes a set of shiny new features that will make even the toughest critics smile. Many of these are features that you’ve been asking for, or trying to build yourselves, for quite a long time. If you’ve been waiting…

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Microsoft Dynamics CRM 2016 – Software with a Brain

Posted by Jen Bieker on November 25, 2015

Dynamics CRM 2016 isn’t just software anymore to keep track of customers.  It’s evolved into our own personal assistant.  Whether it’s speaking with Cortana and having her enter your data and schedule appointments, or machine learning, like having Dynamics CRM predict and bring…

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Create Consistent and Beautiful Documents with One Simple Click

Posted by Jen Bieker on November 25, 2015

With Microsoft Dynamics CRM 2016 there’s no more need to spend your time manually extracting CRM data or going through multiple mail merge steps to create documents, such as: Account Summaries Quotes Orders Invoices Product Sheets Now, you can create consistent and beautiful documents based on CRM data with…

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Field Service Management with Microsoft Dynamics CRM

Posted by Jen Bieker on November 20, 2015

As a former Dynamics CRM field consultant, I always felt like there just weren’t enough hours in the day. Sometimes, I was traveling to multiple locations across town in the same day. It was a busy job and I found myself always on the phone while driving…

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Delve into Microsoft’s Office Productivity Features

Posted by Jen Bieker on October 16, 2015

We’ve all heard the phrase, work smarter, not harder.  Well here is another new application from Microsoft to help you with that, Microsoft Delve. What is Delve? Delve is a smart, personal global search and discovery tool.  It will automatically search across multiple places for you.…

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Microsoft Cortana - Meet the new Digital Assistant for Windows 10

Posted by Ben Kaplan on September 17, 2015

Cortana doesn't just respond. Cortana anticipates your needs. Born in the popular Halo X-Box video game (Cortana was an artificial intelligence character in Halo), Microsoft has transformed fiction to reality with the Cortana digital assistant available on Windows 10 and Windows Phones (eventually on iPhone and Android as well.) Cortana…

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The All New Microsoft Dynamics CRM 2016, Coming in Q4

Posted by Jen Bieker on September 16, 2015

We’ve never seen such a big update for Dynamics CRM With Dynamics CRM 2016, Microsoft and Crestwood Associates will save you time and money by reinventing productivity and business processes.  Through tighter integration with other Microsoft products, enhanced mobility, better field service features, and improved intelligence, you can…

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Microsoft Dynamics CRM 2015 Update 1.1 Now Available

Posted by Jen Bieker on September 15, 2015

Microsoft has released update 1.1 for Dynamics CRM 2015. The update includes resolving some significant bugs for Outlook & Workflows as well as some key new features. Download this update from Microsoft Outlook Fixes | Workflow Fixes | New Platforms Outlook Fixes: Outlook Launching - fixed errors launching Outlook when items are tracked in…

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How to make Microsoft Dynamics CRM work with Windows 10

Posted by admin on September 4, 2015

Getting errors when trying to install the CRM for Outlook Client? Does Microsoft Dynamics CRM work with Windows 10? With the recent release of Windows 10 one question that we have heard recently is “does the CRM client work correctly under Windows 10?”    At first glance the answer is…

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