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CRM for Tablets/Phone PSA: Know Your Supported Versions!

While it’s always important to keep tabs on what operating system versions are supported for which CRM versions, the recent release of CRM 2016 means that Microsoft has moved on while many organizations may be in the process of evaluating the upgrade before taking the dive. With OS upgrades being pushed out to tablet and phone users on an increasingly regular basis, it has become even more vital to know which updates your users should wait to apply.

Training for Customer Service Success

Training for Customer Service Success

Today’s fast-paced, mobile customers have come to expect quick responses and personalized attention in their interactions with customer service groups in the companies they do business with. The consequences of a poor customer experience can be swift and direct. A recent study by PH Media Group found that over half of respondents would switch loyalty due to one negative service experience with a company.

Overcoming Email Template Limitations in MS CRM

MS CRM has a limitation that when you create an email template to use in a workflow, you can only base the template on a predefined list of entities. Adding to that is the frustrating fact that once you choose the source entity you can only add fields from a predefined list of related entities, so accessing fields from a custom entity isn’t possible with out of the box functionality.

Displaying Microsoft Dynamics Entity Images in ADX Studio

When it comes to displaying images on your web portal powered by ADX studio, ADX recommends the use of attachment notes as a storage for images. This approach comes with a lot of benefits since it allows the storage of images with various sizes and aspect ratios. The disadvantage of this approach is that it’s rather cumbersome in CRM directly. It provides a rather detached experience when assigning images to entities that in one way or the other will be used as visual assets on the portal.

CRM 2015: Enhance Your Plugins by Using Shared Variables

While it is commonly suggested that IExecutionContext.Depth should be used to prevent infinite loops in your plugins, IExecutionContext.SharedVariables can give you finer control over what your plugins are doing, in certain cases. Even better, Shared Variables provide a way to pass values from one plugin to another, as long as they’re in the same sequence of steps for a particular message.

Salesforce Global Picklists Are Coming!

As a technical consultant, you see the various CRM systems up close & personal as well as learn where one system excels relative to the others. In general, one is not necessarily better than other; it often comes down to a customer’s unique set of requirements.

Seeing IT as the Technical Hero

Seeing IT as the Technical Hero

As technology continues to evolve in every department of a company, technically-savvy employees are going to become more valuable than ever before. With this shift, IT is becoming an integral part of the sales and marketing process.