The following are some rules of thumb when designing sales territory structure in Dynamics CRM: You don’t have to use the “Territory” entity. There is nothing magical about the standard territory entity. It may fit your structure, and it may not. Replacing it with a custom territory entity in many situations can give you a […]
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 […]
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 […]
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, […]
It seems like the release of CRM 2015 as sparked a fire for a lot of companies using CRM 2011 to finally upgrade. There are many differences between the CRM 2011 and CRM 2015 feature set, hundreds of new features were added for CRM 2013 and hundreds more for 2015. However, there has also been […]
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 […]
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 […]
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