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Blogs

Chris Harris

Chris Harris
Dynamics CRM Practice Lead
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Recent Posts

What’s New in Dynamics 365 for Sales for Small to Medium Sized Businesses

Posted by Chris Harris on Aug 8, 2017 4:46:27 PM

Microsoft Dynamics CRM Online has shifted and is now delivering functional modules which you can customize to meet the unique needs of your organization. The modules that make up the customer relationship management (CRM) portion of Dynamics 365 are referred to as “Customer Engagement” apps and include Sales, Customer Service, Field Service, Project Service Automation, and their related services.

The benefits of the new for Dynamics 365 Customer Engagement module include a revamped Dynamics 365 for Sales, Business edition (public preview). The new sales application is built on the Dynamics 365 for Sales Enterprise edition framework, providing familiarity for existing Dynamics 365 (online) customers. However, Dynamics 365 for Sales, Business edition is optimized for small-to-medium-sized businesses.

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Topics: CRM, Business Productivity

CRM App For Outlook - Email Tracking In The Office Or On The Go

Posted by Chris Harris on Sep 6, 2016 11:46:55 AM

One of the major benefits of Microsoft Dynamics CRM is the ability to track interactions with contacts, whether they’re customers, prospects or leads. For many people these days, those interactions start right in their Outlook Inbox, much of them lined with subfolders galore to help organized the huge volumes of email coming in each day. With the Dynamics CRM App for Outlook, emails are easily organized and tracked back to CRM records, right from the comfort of your local Inbox.



Outlook email can be tracked to contact records, opportunity records, case records or just about any record type in CRM. The entire message is copied, as well as any attachments (if configured). The app even works with Outlook Web Access (OWA), so you can even use this when you’re out of the office in a web browser or smartphone using OWA. Your CRM administrator will have to do some setup on their end to push the installed to your Outlook client, and once that’s done here’s what the user experience is like:

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Topics: CRM

OneNote’s Small Step for Productivity, One Giant Leap for CRM

Posted by Chris Harris on Aug 22, 2016 9:52:13 AM

The release of Microsoft’s OneNote may not have been as momentous as the first Moon landing or Neil Armstrong’s famous quote the blog title borrows from, but it was a giant leap in productivity as it relates to software tools that are available to collect and organize everyday notes. Now, Microsoft has amped up Office 365 productivity by integrating the popular program to Microsoft Dynamics CRM!

Released with CRM 2015 SPQ Spring Release, now all of those important OneNote notes, pictures, even doodles from those boring office meetings can be linked back to records in CRM. How cool is that? Let’s take a look at how it works:


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Topics: CRM

Unleash the Power of Microsoft Dynamics CRM and SharePoint Integration

Posted by Chris Harris on Jun 29, 2016 9:11:08 AM

End the sales document “treasure hunts”, use SharePoint and CRM together


One of the many challenges sales people have managing sales cycles with their prospective customers is the seemingly never ending parade of documents to close a deal.

Quotes, specifications, purchase orders, RFPs, RFQs, NDAs, SOWs, and many others that can become overwhelming to manage, let alone collaborate with anyone else. Most of us have probably seen cobbled together solutions like network share drives, public email folders, or out of sheer desperation, personal folders on computers that are shared with absolutely no one. These solutions become dumping grounds for documents, and users typically abandon these tools out of frustration due to the lack of organization and poor search capability.

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Topics: CRM, SharePoint