Blogs

MS CRM - Trigger Event After Save

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Customer Relationship Management

On a CRM form we are given two event options, OnLoad and OnSave. You would probably think that OnLoad would fire everytime the form loads (even after a save), but if you're using CRM 2013 you would be mistaken. The OnLoad event only fires on the first load, and OnSave fires right before a save, so you'd have to get a bit creative in order to fire the event after the save. In my situation, I needed to assign focus to a field after the save took place, but also we only wanted it to happen after the first save.

Engaging Your Sales Veterans in CRM

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Customer Relationship Management

Change can be difficult, especially for a seasoned veteran. Whether, it is a sales territory, product line, company structure or even a technology change, your company’s seasoned salespeople will not be too happy with the adjustment. These seasoned veterans have created a system based on the processes they know and changing that system is not a task they enjoy doing. It’s no surprise that many sales managers complain that their sales team veterans have not bought in on the company’s CRM system. So, how will you convert them from CRM-phobic to your CRM champions?

CRM 2015 for Mobile – Customizing the Subgrid Command Bar

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Customer Relationship Management

When it comes to CRM 2013/2015, the difficulties in customizing a subgrid’s command bar are well known. You can’t add buttons and you can’t change the image or tooltip for the existing buttons, so you’re left with replacing only the functionality of the existing buttons or requiring your users to visit the associated view to use a custom button.

Clearing Sales Hurdles with CRM

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Customer Relationship Management

In essence, the goals of a sales department are straightforward: make revenue for the company with new and current clients. Salespeople must be fast and efficient with finding leads, qualifying and closing sales. However, it is much easier said than done. Time is one of the most valuable assets for business leaders and sales departments, yet bottlenecks and hurdles occur more often than one would think. However, with the right tools, like a Customer Relationship Management (CRM) system, those bottlenecks and hurdles can be overcome much more simply.

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