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Recent posts by our CRM Experts
Sep 27

Dynamics 365: Access the New Solution Customization Area Quickly with a Direct URL

By Microsoft Dynamics CRM No Comments

It’s make.powerapps.com.

Using the classic interface, it takes a 4 clicks to open the solution and entity customization window:
Settings->Customizations->Customize the System->”Experience the new way to customize the system”
Navigating using the new UI menu is even worse at 6 clicks.  This might not sound like a lot, but the time spent waiting for windows to load adds up. Thankfully, accessing the solution customization area has never been easier.  Please note that you must be a Dynamics 365 administrator or customizer to edit the solution.
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Sep 27

Dynamics 365: Related Documents Now Display on Record’s Main Form

By Microsoft Dynamics CRM No Comments

With Release Wave 2 just a few days away from general release, I wanted to take a moment to highlight one of the features rolling out to the new UI: Improve or simplify most common sales workflows.  Not a lot of detail!  If you dig into this further you’ll see the following details:

  • Make the Documents tab visible in the main form for Contact, Opportunity, Lead, and Account entities.
  • Enhance the Opportunity form user experience.
  • Support reparenting of products and the addition of properties at the product level (supported on both the legacy web client and the Unified Interface).
  • While defining a product catalog, admins can update the parent of a product, bundle, or family in cases where products need to be realigned. Additionally, they can add properties directly at the product or bundle level.

Most of our clients heavily utilize the “related documents” feature that already exists in Dynamics, so moving the Documents tab to the main form is a very welcome change!
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Sep 20

Be A Workflow Pro

By Uncategorized

In a previous blog post I spoke about setting up a workflow in Zoho CRM. Any time you can automate a process, I say you should go for it. Automating your work can make for a more efficient work day. You want to work smart, and using workflows allows you to do that. Now once you have some basic tasks automated for you, you can up your game by using these advanced techniques to further your automation skills.

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Sep 18

Zoho Sprints Vs. Zoho Projects

By CRM, Zoho, Zoho CRM

The Zoho One business suite has many products that seem to serve the same purpose. We often get many questions about this, but none more than the difference between Zoho Springs and Zoho Projects. This makes sense! Both of these programs are project management programs where you can work collaboratively with your team to complete a shared goal. Although the goals of these programs there are some distinct differences between them. Today I’m going to review the differences between these two programs, so you can choose the one that is best for your business.

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