Blog Archives

Microsoft CRM Online Backup and Restore

We’re excited to learn that Microsoft have given Dynamics CRM Online administrators the power to Backup & Restore CRM organisations. Up until MSCRM 2016 Update 1, there was no way within CRM Online to back up your instance without using

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Posted in Microsoft CRM, Office 365

Dynamics CRM exposing related information on forms

It can a be a bit weird, but only recently I was asked if Dynamics CRM Case entity can display Customer Orders on the form? As there’s no direct link between Case and Order entity and no real need to

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Posted in Microsoft CRM

Microsoft Dynamics 365

Launching around November 2016 Microsoft Dynamics 365 is Microsoft’s new integrated Cloud Platform. Combining Microsoft CRM Online and ERP into one integrated cloud solution hosted on Office 365. Modules which are part of Dynamics 365 include: Financials Field Service Sales

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Posted in Microsoft CRM

Microsoft CRM Quiz

Friday afternoon fun! Take our Microsoft CRM Quiz powered by Kahoot! a free game-based learning platform that makes it fun to learn – any subject, in any language, on any device, for all ages!

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Posted in Microsoft CRM

Microsoft CRM Spring 2016 Update

The Microsoft Dynamics CRM development team have announced the latest update which will add even more new features that will be available in the 2nd quarter of 2016.  This release is focused on the integration of two of recent Microsoft

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Posted in Microsoft CRM

Action Needed to Enable FantasySalesTeam for Microsoft Dynamics CRM Online

You may have received an email from Microsoft which reads “Action Needed to Enable FantasySalesTeam for Microsoft Dynamics CRM Online”. FantasySalesTeam is a company which Microsoft acquired in August 2015 and is currently in preview. It is included at no

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Posted in Microsoft CRM

Mainstream support for Microsoft CRM 2011 ends in 6 months

Mainstream Support for Microsoft Dynamics CRM ends in just 6 months! On the 12th July 2016, Microsoft will end mainstream support for Microsoft CRM 2011. This means that after this date, the only kind of updates that Microsoft will provide

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Posted in Microsoft CRM

CRM Online Performance and Compatibility

Recently, we have been working with a few customers to fine tune the performance of their CRM Online systems. I would like to share the findings of our research with you. Most of the time, and very rarely otherwise, CRM

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Posted in Cloud Computing, Microsoft CRM, Office 365

Accessing the Interactive Service Hub in Microsoft CRM 2016

Microsoft CRM Interactive Service Hub Screenshot

One of the new features in Microsoft CRM 2016 is the Interactive Service Hub or Engagement Hub. By default, this feature isn’t accessible via navigation. When you first log in, you’ll get a notification banner at the top of the

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Posted in Microsoft CRM

What does CRM stand for?

CRM stands for Customer Relationship Management. What is CRM? In it’s simplest form, CRM is a system or strategy that allows businesses to manage relationships with their customers. At it’s core, CRM stores details about Leads, Organisations, Contacts and Sales

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Posted in Microsoft CRM, Optimal CRM
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Looking for a single view of your customer? We help our customers and partners optimise their investments in Microsoft CRM and Office 365. From our UK head office just outside Leeds, West Yorkshire; we provide solutions to companies and organisations across the North of England and UK.