Did you know that you are entitled for up to 5 free Service Accounts connected to a single CRM Online Instance? These are known as Non-Interactive User Accounts in CRM. In this blog I will cover what Non-Interactive User Accounts are, why you may consider one and finally how to use them.
In the real world, our customers are either individuals or a group of individuals such as a company. However Microsoft has always made a distinction when it comes to how we organise our data models especially with custom entities – you’re either one or the other, requiring separate lookups for each. Not anymore! One of the neatest new features of CRM Online 2016 Update 1 (CRM 2016 SP1 for On-Premise) is the introduction of a new Attribute Data Type called “Customer”.
If you ever run into a situation where you’ve reached your storage capacity with Dynamics CRM Online and you’re not too sure how to reclaim that space, here are a few tips.
How well do you know your accounts? Is your client about to announce a merger? Have they opened a new division in Hong Kong? This blog will focus on how Microsoft has integrated Bing Search to give you the ability to get up to the minute news about your companies and help unlock opportunities through leveraging the power of Bing News.
Ever since the announcement of Cortana support for Dynamics CRM phone app, I’ve been excited in learning more. The only problem is that this preview feature is currently only available to the North American market and not Australia. Never fear, there’s always a solution.
Here’s how to test the new Cortana to CRM integration with any Windows Phone device in Australia.
In a competitive market, customers continually judge us on service quality, timeliness of response, and resolution times. How do we meet these challenges as an organisation? One such method is through surveys and questionaires. Voice of the Customer is a new CRM 2016 feature that was created to do exactly that – with Voice of the Customer we can easily setup surveys, distribute them to contacts via workflows, and capture responses.
In this blog I will show you how to setup and configure personalized surveys with the new ‘Voice of the Customer’ solution.
If you happen to be using Microsoft Dynamics CRM for Sales, specifically the managing of the ordering process, you know very well that the process doesn’t stop when your product has been ordered. The next natural step is to send the product out, whether via local Postal or preferred Courier Service.
This blog entry is about how you can add Postal Tracking to your Order Form.
Pictured below is an example I have created using Australia Post as our postal provider, but you can substitute this with any postal service that has their own tracking page.
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