Tip #1165: Consider Dynamics for More Than Just External Interactions

I just started a new job with PowerObjects. One thing you notice when you start a new job is how companies do things differently. In this case, it is how they manage their internal processes. Being exclusively focused on Dynamics, pretty much every employee is familiar with the product so it makes sense to use […]

Tip #1143: Managing Dynamics Goes Beyond Technology

It is easy to focus on training and certifications and think this will be enough to implement or maintain a successful Dynamics system but, especially with process management systems like Dynamics, being tech savvy is not enough. Certainly knowing the system, its limitations and capabilities is important but understanding the impact of change is vital […]

Tip #1126: Recycling Entities Does Not Always Make Sense

To all our American comrades – Happy Independence Day! My current project is for a university. People enrol, they study, they graduate and become alumni. On a couple of occasions I have met with internal staff who have ideas on Dynamics design. Those that come from a pure database background seek to devolve every interaction […]

Tip #1080: Setting KPIs for user adoption

KPIs and user adoption

After you deploy Dynamics 365, you will want to monitor how well your employees are using the system. Using tools like Microsoft Dynamics 365 Organization Insights you can monitor how active your users are, but that is only part of the user adoption story. In this tip, Tabetha Sheaver explains what you should consider to […]

Tip #851: All Themed Up and Nowhere to Go…

In many Dynamics 365 implementations one of the customizations which can have an enormous impact to user adoption is the customization of the CRM Theme.  However, changes made to an organization’s theme are not solution aware.  As a result, each theme customization must be made manually in each environment.  Now, if there were no other way […]

Tip #501: Should you use the lead entity?

In Dynamics CRM, the Lead entity is designed for potential clients that are qualified by a salesperson prior to becoming Accounts, Contacts, and Opportunities. Once qualified, CRM creates Accounts, Contacts, or Opportunities. After the salesperson speaks with the potential client, if there is no interest, the lead is “disqualified,” which deactivates the lead record. When […]

Tip #438: Tipster guide to Office 365 Groups: end-user

It’s Video Friday again. After setting up and configuring Office 365 Groups last friday, now it’s time to start using them. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas to jar@crmtipoftheday.com. FacebookTwitterGoogle+

Tip #429: Calculating with empty fields

Set Estimated Revenue Non-Blank

Calculated fields are all the rage, it seems. Today’s tip is from the Lego land, and it does look that CRM people over there do have very long daylight hours to come up with awesome tips. Plus their names look cool. See for yourself, passing the baton to Stig “Not that  Stig” Højmark Jensen. Hi Tippers […]