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Subtleties of the Microsoft Dynamics CRM 2016 Upgrade

Here are 2 observations from our Microsoft Dynamics CRM 2016 upgrade experience (from Online 2015 to Online 2016) that might be helpful to you:

Duplicate detection rules got published – In our initial CRM installation, we had unpublished all existing duplicate detection rules, being not yet ready to employ them.  The upgrade process published the duplicate detection rules, so we needed a post-deployment step to unpublish them again.

Microsoft Dynamics CRM Online 2016 Update 1 New Features- CRM App for Outlook

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Customer Relationship Management

This training will cover the new features in Microsoft Dynamics CRM Online 2016 Update 1/CRM 2016 Service Pack 1 for the CRM App for Outlook. This training will cover the following:

  • Requirements
  • New Features
  • Demo
  • Roadmap
  • Configuration/Deployment
  • Components
  • Architecture
  • Troubleshooting
  • Known Issues
  • Additional Documentation

Your Brand Sux

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Marketing Technologies

Your brand doesn’t ‘sux’, but in today’s social and mobile world there may be some negative conations received. How do you turn the negative sentiment into an opportunity to improve your sales, marketing and service teams?

Sending an Email Created in a Workflow

I had a situation where I was creating an email in a workflow using the standard step of "Create Email." After the email was created, some custom processing was done on it (specifically, creating a PDF and attaching it to the email). Since this was my first foray into the territory of creating emails in a workflow with custom processing, I thought it would be as easy as setting the status of the email to "Send" and it would automatically get sent. Nope, it's not that easy – but it isn't that hard to get done, either. It does take a little bit of code in a custom workflow step.

The Cloud Data Brief: Big Data Transitions to the Cloud

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Business Intelligence

Solutions were once limited to databases deployed exclusively on-premise. But today, businesses must navigate a wide variety of technologies and deployment types. From individual database and Hadoop products to cloud, on-premise and hybrid deployments, the landscape is diverse, and changing fast.

Transform the Customer Service Experience

Transform the Customer Service Experience

Customer service has become an incredibly strategic investment in the business world. Today’s customers want more information, more quickly than ever before, so it is important to be prepared for the support they will need. Companies that invest in their support service are opening up the opportunity to gain more loyal customers than ever before. Improving service at the support level can better strengthen a company’s customer relationships. Look below for five opportunities to build the service experience for stronger, deeper customer relationships.