Tip #1074: The minimum you need for an opportunity

Min max knob

I like to keep things simple and, sometimes, Dynamics’ in-built functionality make things complicated. Opportunities (and Leads) are a good example of this. There is no doubt Dynamics 365 is great choice for managing a sales pipeline but you need to find a balance between using all the functionality provided and keeping the system flexible […]

Tip #693: Tipster Guide to Dynamics CRM Project Services – Sales Automation

Snake Oil Sales

Depending on your role in your organization, Dynamics CRM Project Services Automation can be used in several different ways. One of these ways is to manage you sales process as you quote and sell out your projects. This video shows you how to accomplish this. Give us your feedback, all of it: good, bad, and […]

Tip #534: Product Bundles

Product bundles is a feature that was added in Dynamics CRM 2015. Bundles addressed some of the major limitations of the old “kit” feature. It allows you to create product bundles that combine multiple products with various quantities, allowing users to add configured bundles to quotes, opportunities, and orders. The biggest improvement over the old […]

Tip #326: Defaulting to “Existing” Opportunity Products

In Dynamics CRM 2013 and 2015, if you use the opportunity line item (opportunity products) subgrid, when you click the + sign, you get the choice to add an existing product or a write-in product. But sometimes you don’t want users to use write-in products. If the users must sell something from the price list, […]

Tip #280: Partial Opportunity Products

Welcome back to the Tipping Truckstop. This is where fellow tipping truckies get together to discuss topic du jour and add some collective wisdom to complex and often contentious but always fascinating world of Dynamics CRM. Grab a cup of coffee. Today’s topic is opportunity products in the situations when, uhm, not all your dreams […]

Tip #218: Sales Literature vs. SharePoint

So you have implemented Dynamics CRM with SharePoint document integration. The mindset of many companies with SharePoint is that SharePoint is where all documents should live, and that is a good idea, as SharePoint provides document collaboration features not found in CRM. However, Microsoft Dynamics CRM includes Sales Literature functionality. The value of sales literature is that […]