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

Published on March 23, 2016 By The xRM Writing Team

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

Published on March 15, 2016 By The xRM Writing Team

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

Published on March 9, 2016 By The xRM Writing Team

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

Published on February 18, 2016 By The xRM Writing Team

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

Published on February 2, 2016 By The xRM Writing Team

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”

Published on January 19, 2016 By The xRM Writing Team

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

Published on December 7, 2015 By The xRM Writing Team

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

Published on November 25, 2015 By The xRM Writing Team

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

Published on November 2, 2015 By The xRM Writing Team

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 [...]

Editing Multiple Records in CRM Online with Excel Online

Published on October 23, 2015 By The xRM Writing Team

Editing multiple records in Microsoft Dynamics CRM at once hasn’t always been the easiest of tasks. It’s a common request of our developers at xRM (www.xrm.com) to find ways to update existing data without third-party solutions. Bulk editing has always been supported, but every included record had to take the same new value. If you [...]

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