Tags » CRM

How To: Create Rollup Fields

Another valuable new feature in Microsoft Dynamics CRM 2015 is the rollup field. The rollup field gives a user the ability to perform level aggregation from a child entity to a parent entity. 752 mais palavras


How To: Rename Entities

Renaming entities is similar in both Microsoft Dynamics 2013 and Microsoft Dynamics 2015 because they both go through the Customizations page, which hasn’t changed with the new UI. 289 mais palavras


New Dynamics Logos

Microsoft has decided to change Dynamics logos in the spirit of “One Microsoft” idea. This change has made on July 30. All partners have to use these new logos when represent Microsoft Dynamics logo and solutions. 98 mais palavras

Microsoft Dynamics NAV

Spinning up a Microsoft Dynamics CRM Online Trial

As a client looking into possibly implementing Microsoft Dynamics CRM 2015 or just as an avid CRM Consultant looking to explore and test things out, it is good to be able to spin up a new environment on the fly… especially if it’s free! 484 mais palavras


Editing and Configuring Forms

The out-of-the-box forms in Microsoft Dynamics CRM 2015 have great features, are organized nicely, look great, and function perfectly well… but there is still something missing. 505 mais palavras


How To: Create Calculated Fields

A beneficial new feature to Microsoft Dynamics CRM 2015 is the calculated field. One commonly used function in Excel are the calculation abilities, or the logic.  592 mais palavras


Social CRM Provider Capillary Technologies Raises $45M, Acquires MartJack

Capillary Technologies, the Singapore-based social CRM company, has raised a $45 million Series C to fuel its evolution into a omnichannel retail platform. The round was led by Warburg Pincus with participation from returning investors Sequoia Capital and Norwest Venture Partners and brings Capillary’s total funding so far to $79.1 million. 322 mais palavras