Calendar
Brenda Senger
Brenda Senger

Field Service Schedule Board: Personal Views and Security (Dynamics 365 for Sales)

The Field Service Schedule Board in Dynamics 365 for Sales (CRM) provides an easy-to-see look at resource availability, current bookings, available time slots, and more. When setting up the Schedule Board, you can (and should) configure your preferences for sharing with others in your organization. Within the Schedule Board, when you create a new view … Read more

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Relationship Assistant
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Brenda Senger

Integrating OneNote with Dynamics 365 for Sales

Did you know that you could integrate OneNote with your Dynamics 365 environment? This will allow you to easily access a OneNote notebook directly from the 365 dashboard, adding additional functionality that the Customer Notes feature in 365 doesn’t support. You can easily share customer notes, and add images and drawings. Requirements: D365 Online version … Read more

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Lady and Laptop
Brenda Senger
Brenda Senger

Dynamics 365 (CRM) Features on the Chopping Block

There’s a lot of change happening with Dynamics 365 for Sales (CRM).  Make sure you’re kept up to date with what’s leaving and what’s coming.  Here are the highlights of what’s important to our clients. Deprecated features concerning end-users: Contracts, Contract Line Items, and Contract Templates Standard SLAs Mail Merge Deprecated features concerning system administrators: … Read more

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Error
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Brenda Senger

Dynamics 365 CRM & Outlook Error after Installing October 2017 Microsoft Outlook Security Update

Recently, we experienced this issue internally at Crestwood.  When employees installed the recent, October 2017 Microsoft Outlook Security Update, it broke the Microsoft Dynamics 365 or CRM Outlook Client. Problem: After installing the recent Outlook Security Update, when you attempt to get to your CRM information via Outlook it remains blank and then you get … Read more

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Brenda Senger
Brenda Senger

Setting up a Custom Email Signature in Dynamics CRM 2016

We’ve been waiting for this feature.  It’s a customer request.  Microsoft finally added a way to set up your own custom email signature in the newest version of Dynamics CRM.  Yeah! Here’s step-by-step instructions: Navigate to the Options area under settings This will open up your Personal Options.  Once here, navigate to the Email Signatures … Read more

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