You are here

Sales Management

Microsoft Dynamics CRM - Independent Sales Rep Access

Have you given your independent sales reps CRM licenses so they can access CRM directly, rather than going through the Portal? Do you want them to have visibility only to the accounts, opportunities and leads that they are personally working? 

The following steps will help you achieve this via the use of Access Teams:

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:

Visualize in Power BI with Excel and CSV Files

Technology should assist in making life easier, simpler, and improve productivity for not only you, but your entire team. Microsoft Power BI is now delivering another opportunity for heightened productivity by making it easy to start visualizing data in Excel tables and CSV files.

Not only will you be able to utilize this tool for personal productivity, but you will also be able to share the data and findings easily with the rest of your team -- allowing everyone to benefit from the conclusions and next steps.

Pages