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 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...
