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Dynamics 365/CRM 2016: How to Share Personal Views in the Mobile App

Whether you’re a user that just wants to share a view with someone or you’re an administrator/manager that would like to create and distribute personalized views, sharing personal views is a very common thing, so it’s surprising that CRM for Tablets does not support it. Shared views that a user does not own do not display in the mobile app. Even worse, if the user has access to a dashboard that contains personal views, they’ll receive a generic error:

Dynamics 365: Setting Expectations for Online vs. On-Premise

With the impending release of both the online and on-premises Dynamics 365 updates, it’s time to start getting hyped for the new functionality heading our way. However, the on-premises release won’t match the online release, feature-for-feature, which is how Microsoft has been handling the updates for years. To get a sense for what you will and will not be able to use, there's an FAQ that covers the major differences.

CRM Tells All

CRM Tells All

In business, information is power. The better and more complete the information available to your team is, the greater the potential to achieve even greater results. The same mindset is applicable with Customer Relationship Management (CRM) information.

Gain ROI on your Marketing Automation Implementation

Gain ROI on your Marketing Automation Implementation

Increased revenue. Better brand recognition. New business development. These are a few of the reasons companies conduct marketing programs. There are many tools to help businesses accomplish this, with a new one gaining a lot of attention recently: the marketing automation system.

The Power of Clean, Quality Data

The Power of Clean, Quality Data

You invested in a Customer Relationship Management (CRM) system and have been diligent in getting the system implemented and adopted across the entire company. However, if your team is not consistently keeping the Lead, Account, Contact, Opportunity and Service Ticket data clean, you are likely missing out on the benefits of having a CRM system to begin with. How?

With Data Comes Power

With Data Comes Power

In the Brothers Grimm fairy tale “Rumpelstiltskin,” a poor miller’s daughter was able to spin ordinary straw into gold. In many ways, business data is similar in nature: a series of ordinary tables contain rows and columns of data representing business entities, objects, transactions, interactions, numbers, dates and other bits of information that can be transformed into something of value to your business.

Make Better, Data-Driven Decisions

What if you had a secret weapon? A tool that could tell you if a decision was smart before it was made or pointed you in a positive direction? You wouldn’t leave home without it. It would not leave your side. That tool does exist for businesses, with the proper support and training. It is your company’s own data. Your company can hone in on what its data can reveal to not only help you understand your past but, more importantly, to shed some light on your future.

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