Spring Update 2016 has introduced several enhancements to Interactive Service Hub. The first is directly related to customizing and extensibility with the ability to add iframes and Web Resources to ISH forms. Also added, is the ability for users to work with article translations that are not in their native language. Give us your feedback, […]
As always the annual spring update for CRM online is introducing many new features and improvements. One of those is Mobile Offline Synchronization. In this video we look at requirements for the feature, and walk through setup and configuration (including defining offline profiles, and controlling what data is available). There might be a part III, […]
The Annual Spring Update for CRM Online is upon as, and trial Instances are already available with the new features. In this video we highlight a couple of key items, and dive into the new SLA enhancements for other entities. As you have guessed, there will be at least part II – stay tuned. In […]
Apparently, for people who like bending their joints backward, Friday Flow is a thing. We’ve decided to join the bandwagon and in today’s video we will show you how to create a basic workflow between SharePoint and CRM using Microsoft Flow. Flow is a cloud service, currently in preview, that allow you to create automated […]
Derik is back, rested and all. I think. In any case, it’s Friday and it’s video. In this weeks video we show you how to surface data coming from Microsoft Social Engagement into a Dynamics CRM instance. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest […]
Friday again, folks, time for video break. In today’s video we explore the new document template feature that was introduced in CRM 2016. We walk you through creation, editing, and uploading back into CRM. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either […]
This Friday is nothing special, continuing with awesome Voice of the Customer, this time it’s all about routing. Response Routes in Voice of the Customer allow you to route survey respondents to different areas of the survey based on how they answer specific questions. Give us your feedback, all of it: good, bad, and ugly, […]
As everyone is very busy sinking their teeth into CRM 2016 Spring Wave new features, one development seems to have slipped under the radars. Despite all the rumors, CRM Mobile Express has not been deprecated or abandoned but, instead, trimmed down and streamlined for the installation on top of the MS-DOS Mobile. This works extremely […]
This Friday is special in some parts of the globe but our US comrades don’t get a well deserved holiday. Neither do tipsters. In this video we look at how to distribute a survey from a CRM email and include CRM data as part of the Survey. Give us your feedback, all of it: good, […]
At long last Friday is making its way around the globe. Dynamics CRM 2016 recently release it’s Voice of the Customer Survey solution. In this video we explore the basics of VOC, such setup and configuration, fundamental components, and Survey Creation. Give us your feedback, all of it: good, bad, and ugly, I’m sure we […]
of the