by Brian Begley | Jan 16, 2018 | Dynamics 365 CRM QuickTips, Dynamics 365 Fundamentals, Microsoft Dynamics 365
Quick Tip: It’s time to schedule your Dynamics 365 July 2017 update It has been a long time coming for existing Dynamics 365 customers, but at long last, you can schedule your update to Dynamics 365 July 2017 update (Yes JULY 2017 Update!). Scheduling your...
by Brian Begley | Aug 31, 2017 | Dynamics 365 CRM QuickTips, Dynamics 365 Fundamentals, enCloud9, Microsoft Dynamics 365, Microsoft Dynamics CRM
Multiple account Salesperson scenarios in Dynamics 365 Here is an issue we recently faced with a client who has multiple salespeople in multiple business lines, and there is always the possibility that multiple salespeople would want to claim ownership of the account....
by Brian Begley | Jun 13, 2017 | Dynamics 365 CRM QuickTips, enCloud9, Microsoft Dynamics 365, Microsoft Dynamics CRM
One of the most common questions we face when working with new clients implementing Dynamics 365 is -“What is a Lead?” The next question then is always – then” what is an Opportunity.” and then the final question is – “Well,...
by Brian Begley | Jun 7, 2017 | Dynamics 365 CRM QuickTips, Microsoft Dynamics 365
As Microsoft tends to do whenever June rolls around, they start making numerous changes to product names, prices and offerings. All coinciding with Microsoft’s fiscal year end and the expected release of the July Edition of Dynamics 365, Microsoft is changing...
by Brian Begley | Jun 6, 2017 | Dynamics 365 CRM QuickTips, enCloud9, Microsoft Dynamics 365, Microsoft Dynamics CRM
What is a Dynamics 365 CRM administrator? Before you can think about whether your business needs a CRM administrator, the role of a CRM administrator needs to be defined. Basically, a CRM administrator is responsible for bridging the gap between a company’s CRM...
