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Microsoft Dynamics CRM - Independent Sales Rep Access

Have you given your independent sales reps CRM licenses so they can access CRM directly, rather than going through the Portal? Do you want them to have visibility only to the accounts, opportunities and leads that they are personally working? 

The following steps will help you achieve this via the use of Access Teams:

Using XRM Tooling Instead of XRM Client

If you've been using the class "CrmConnection" in the Microsoft.Xrm.Client assembly, starting with the CRM 2016 (and subsequent) SDK versions (version 8.x), it's no longer available. Instead, you'll need to connect using the CrmServiceClient class which is found in the Microsoft.Xrm.Tooling.Connector assembly. You can view the details here.

Dynamics 365/CRM 2016: How to Share Personal Views in the Mobile App

Whether you’re a user that just wants to share a view with someone or you’re an administrator/manager that would like to create and distribute personalized views, sharing personal views is a very common thing, so it’s surprising that CRM for Tablets does not support it. Shared views that a user does not own do not display in the mobile app. Even worse, if the user has access to a dashboard that contains personal views, they’ll receive a generic error:

Salesforce Introduces Salesforce Einstein—Artificial Intelligence for Everyone

Posted in

Customer Relationship Management

With Salesforce Einstein, artificial intelligence is now embedded in the Salesforce Platform, making Salesforce the world’s smartest CRM

Salesforce Einstein delivers advanced AI capabilities into sales, service, marketing and more, empowering companies to deliver more personalized and predictive customer experiences 

Salesforce Einstein will also enable everyone to build AI-powered apps—using clicks or code—that get smarter with every interaction

New Salesforce Research group will accelerate AI innovation in the enterprise

Salesforce Introduces Lightning Bolt, a New Framework that Empowers Companies to Accelerate the Creation of Communities, Next-Generation Portals and Customer-Facing Websites

Posted in

General

Lightning Bolt combines the power and flexibility of Lightning Components, customer data and business logic from Salesforce CRM and the expertise of the Salesforce ecosystem 

Leading partners—including Accenture, Cognizant and Deloitte—are building Salesforce Bolt solutions for industry-specific communities, portals and more, such as for B2B e-commerce for manufacturing, PRM for high tech and franchise management for retail

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