Tip #708: Tipster guide to Dynamics CRM Mobile Task Flows – (Preview)

Pokemon Go Task Flow

Today we look at the Dynamics CRM Mobile Task Flow feature. This Preview feature was introduced as part of Spring Update 1. Derik walks you through how to enable, configure and consume the feature. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either […]

Tip #698: Tipster guide to Voice of the Customer – Responses and Feedback

Bad survey and feedback

Did you know that in Dynamics CRM Voice of the Customer you can collect responses, and then you can collect the feedback? In this video, we walk you through the differences between those. We talk about configuration and customization, as well as when it is recommended to use each one. In addition, we explore response […]

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 #688: Tipster Guide to Dynamics CRM Project Services – Overview Part II

Titanic

Continuing where part I left off, we look more at the management options available with Project Services. We show you how to add and assign Tasks, manage work, submit and approve time sheets and expenses, and perform basic reporting. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take […]

Tip #683: Tipster Guide to Dynamics CRM Project Services – Overview Part I

Project Service Automation Fail

In this video we take our first look at the new Project Service Automation feature for Dynamics CRM Online 2016. We look at how the project works and discuss some of the key concepts. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either […]

Tip #678: Tipster guide to agreements in Dynamics CRM Field Services

Brexit

In this video, we look at how to set up and define agreements in Dynamics CRM Field Services. When agreements are created you have the ability to have the application auto generate the bookings and work orders. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest […]