Over the past few years, many organizations have come to rely on InsideView and Predict integrated with their Microsoft Dynamics 365 Online applications. With no additional charge for either solution, companies have been able to enhance lead generation, marketing efforts, industry knowledge and predictive modeling in addition to all of the other out of the box value that Dynamics brings to the table.
CRM for Distribution allows you to combine ERP sales data inside of your CRM system, available for your sales team to access on demand making that data actionable from a Sales, Marketing and Customer Service perspective. Imagine how much more powerful your Account Management experience can be with this data at your fingertips.
Business Rules in Dynamics 365, CRM 2013, CRM 2015 and CRM 2016 provide an interface for you to simply configure the ability to set or hide field visibility. Let's walk through a brief example scenario so you can see just how easy it is for a System Administrator to use the drag and drop Business Rule canvas.
Dynamics App for Outlook
The Dynamics App for Outlook is a very useful and convenient tool for users to be able to sync data from Outlook to Dynamics 365 quickly. Users can create appointments against Contacts, attach emails to Dynamics records, create cases/opportunities and so many other everyday tasks without leaving Outlook.
In this blog, I'm going to show you how simple it is to configure a custom business app in Microsoft Dynamics 365 using PowerApps. That's right, custom app and configuration! There are a few pre-requisites and assumptions before we proceed:
You must have System Administrator or System Customizer security roles in Dynamics 365.
While PowerApps is available in earlier versions of Microsoft CRM, this blog will focus on using the Dynamics 365 Online platform.
Many more companies are buying and selling globally nowadays. In the next five to six years global eCommerce sales will almost double what they were just a year ago. Beringer has recognized this trend and added multi currency support in the latest CRM for Distribution update.
CRM for Distribution Powered by Microsoft Dynamics 365
CRM for Distribution is a Microsoft Certified Solution that is built specifically for Wholesale Distributors and based upon the industry leading Microsoft Dynamics 365/CRM platform. This solution was built from the ground up to enable Wholesale Distributors to market more effectively, expertly manage their sales process and provide world-class customer service.
Looking at sales figures can be very exciting, especially when they are going up. It's fairly easy to get a good idea of how much revenue you are earning from your customers by looking at your sales figures. But what about that customer's overhead? How much are your customers costing you? How do you figure out the cost to serve your customers? Some customers can be a bit more needy than others.
If you take a look at your System Administrator CRM Utility Belt of super powers, make sure that Business Rules are included. Initially introduced in CRM 2013 and available in 2013, 2015, 2016 and Dynamics 365, Business rules allow you to apply form logic without needing JavaScript code or building plug-ins.
When you create records in Microsoft Dynamics 365, a 16 digit unique id, called a GUID, is assigned to the record. If you look at the fields in an entity from a solution, you will see that every entity contains an id field that is a type of Primary Key.