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crm integration phoenix
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:
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.
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:
I have been doing a lot of custom workflow steps lately for MS CRM. I've been using the CRM Developer Extensions which makes it so easy to get started with a plugin or custom workflow. If you add a CRM Workflow Class template, it adds the following lines (I've omitted a few others it adds for clarity):
With the impending release of both the online and on-premises Dynamics 365 updates, it’s time to start getting hyped for the new functionality heading our way. However, the on-premises release won’t match the online release, feature-for-feature, which is how Microsoft has been handling the updates for years. To get a sense for what you will and will not be able to use, there's an FAQ that covers the major differences.
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
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