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CRM Online

Can’t Get Interactive Service Hub to Work in Microsoft Dynamics CRM 2016?

Posted by The xRM Writing Team on March 28, 2016 at 3:50 pm

You aren’t alone. But we have a solution for you. Interactive Service Hub is new feature introduced in CRM 2016. However there’s currently a bug that causes the app to get stuck on loading and become unusable.  If you click on ‘Experience it now’ you will be taken to a non-working URL. Very frustrating! What’s [...]

Track your Brand Easily with Social Engagement in Microsoft Dynamics CRM Online

Posted by The xRM Writing Team on March 23, 2016 at 1:26 pm

As part of xRM’s effort to help clients “get social” with Dynamics CRM, we are providing a series of blogs around the social features available to you. Our last post centered on a free CRM tool, Insights, that allows you to look up key contact, revenue and social profile information about your clients and prospects. [...]

The One Free Microsoft Dynamics CRM Online Tool Your Sales Team Needs to Start Using Today

Posted by The xRM Writing Team on March 15, 2016 at 11:09 am

Does your sales team struggle to find current company and contact information for prospecting? And maybe you don’t have the budget to subscribe to Hoover’s or Dun & Bradstreet services. Well if you own Dynamics CRM Online, we have some great news for you. You already have access to a free tool that provides contact, [...]

3 Simple Tips to Tailor Microsoft Dynamics CRM to Your Business

Posted by The xRM Writing Team on March 9, 2016 at 2:00 pm

Deploying Microsoft Dynamics CRM Online can be intimidating, especially for smaller teams. The platform has seemingly endless configuration possibilities, so knowing where to start may be difficult. At xRM, there are a set of common configurations we frequently apply to new deployments. A common theme in these configurations is familiarity. Changing CRM Online to match [...]

Powerful Reporting with Excel Templates

Posted by The xRM Writing Team on February 18, 2016 at 3:24 pm

Great news for you analysts and visualization gurus out there! With the recent release of Microsoft Dynamics CRM Online 2016, it has never been easier to deep dive into your data thanks to the new Document Generation feature. As expert Microsoft Dynamics CRM consultants, we at xRM can’t wait to help our clients leverage Document [...]

Quick Admin Tip: Share Charts and Views in Microsoft Dynamics CRM Online

Posted by The xRM Writing Team on February 2, 2016 at 1:52 pm

Microsoft Dynamics CRM Online can be intimidating to new users. It is such a powerful platform with a plethora of features that getting newcomers to adopt it can sometimes be an uphill battle. Collaboration is a key ally for battling this resistance. Getting every single user to a high level of proficiency with the system [...]

Query Relational Operator “Gotcha”

Posted by The xRM Writing Team on January 19, 2016 at 12:24 pm

As a robust relational-database platform, Microsoft Dynamics CRM Online offers numerous tools to sift through data. The Advanced Find tool is arguably the most robust as it allows users to create ad-hoc queries that can be saved and shared with other users. At xRM (www.xrm.com), Advanced Find is often one of the first things we [...]

Modifying Global Search in CRM Online

Posted by The xRM Writing Team on December 7, 2015 at 3:06 pm

A Microsoft Dynamics CRM Online instance can amass quite a complex database over time as users continue to input data. It’s important for users to be able to find their data quickly later. CRM Online has seen improvements in its search capabilities over the years, especially with the introduction of the Global Search feature in [...]

Measuring Repeat Business in CRM Online

Posted by The xRM Writing Team on November 25, 2015 at 3:51 pm

As CRM Online consultants at xRM (www.xrm.com), we listen to the needs of our clients and then make their vision a reality. This goes beyond implementing requests verbatim. It is important to take in the requirements, understand the driving factors behind them, and deliver a solution that meets the objectives beyond the explicit request of [...]

Option Set vs. Two Options in CRM Online

Posted by The xRM Writing Team on November 2, 2015 at 2:16 pm

When creating custom fields in Microsoft Dynamics CRM Online, the most important step isn’t the field name, nor the placement on the form. The most important part of creating a custom field is selecting the correct data type. As CRM Online consultants at xRM (www.xrm.com), we work with clients in analyzing their data to ensure [...]

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