MSD CRM Updates

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Microsoft Dynamics CRM Training

Microsoft Dynamics CRM Training provides one of the most flexible CRM solutions. The CRM platform offers a series of powerful modules and great integrations. Our comprehensive training programs are specifically designed to educate your workforce to unlock the awesome potential that Dynamics CRM holds. Microsoft Dynamics CRM is a Customer Relationship Management (CRM) solution that provides the tools and capabilities needed to create and maintain a clear picture of customers, from first contact through to purchase and post-sales. Microsoft Dynamics CRM Training Services Automated Training Microsoft Dynamics CRM is linked to a very steep learning curve. Offering continuous performance support with software walk-through and in-software product tours reinforces proactive learning for every use...

D365 Support for Different Languages

This article describes the D365 Support for Different Languages and their supported configurations for different language versions for Customer Engagement system. It doesn’t include the information about Microsoft Dynamics 365 Language Pack support, but instead explains the supported configurations for the base-language versions. The Customer Engagement (on-premises) version requires the following software: Microsoft Windows Server A Microsoft Windows ServerActive Directory infrastructure An Internet Information Services (IIS) website Claims-based security token service (required for Internet-facing deployments) SQL Server SQL Server Reporting Services Microsoft Exchange Server or access to the POP3-compliant email server (required for email tracking) SharePoint Server (required for docume...

MS Dynamics 365 Support for Customer Engagement

This article explains about MS Dynamics 365 Support for Customer Engagement for phones and tablets. You can access the Dynamics 365 for Customer Engagement data from mobile devices in different ways. You can install and use the apps for Windows, iOS, and Android mobile devices, or you can run the web app on the device’s preferred browser for those devices described here. Dynamics CRM Online 2015 Update 1 introduced a new version of Dynamics 365 for phones that are based on and shares many of the features of Dynamics 365 for tablets. To use this new version of the Dynamics 365 for phones, you must be running CRM Online 2015 Update 1 or later or Dynamics CRM 2016 on-premises or later. MS Dynamics 365 Support for Phones Version Support Microsoft Dynamics 365 Support for phones requires and ca...

Microsoft D365 Knowledge Management

A comprehensive Microsoft D365 Knowledge Management base is a key to increased customer satisfaction and improved the productivity of users. Give users fast access to the knowledge base by setting up knowledge management in Dynamics 365 for Customer Engagement. MS Dynamics 365 for Customer Engagement supports two knowledge management solutions that you can choose from: Native Customer Engagement knowledge management. This option is available for Customer Engagement users. For Dynamics 365 for Customer Engagement organizations, the native Customer Engagement knowledge solution is only available if you’ve updated to the CRM Online 2016 Update. Parature knowledge base. This option is available only for Customer Engagement users. After Microsoft D365 Knowledge Management is set up, users...

D365 for Customer Engagement Portal Capabilities

This article provides a list of recently added features to D365 for Customer Engagement Portal Capabilities. Portal capabilities for Microsoft Dynamics 365 for Customer Engagement brings qualified expertise in web engagement and CMS frameworks with an integrated bundle of web portal solutions that add sophisticated content management, knowledge, and the case management, opportunity management, membership, profile, and self-service capabilities to Dynamics 365 for Customer Engagement. Use the portals to set up an interactive, web-based sales, services, support, and social engagement application platform to engage with communities, manage portal content, and empower your channel partners. D365 for Customer Engagement Portal Capabilities Versions 1. D365 for Customer Engagement Portal Capabil...

D365 Customer Engagement Holiday Schedules

Avoid having your Service Level Agreements (SLA’s) affected when your service organization is closed by creating D365 Customer Engagement Holiday Schedules and adding it to your service calendar. With the Customer Engagement apps, holiday schedule in service management is available in the Customer Service Hub. For example, if your service organization has an SLA to reply to the email cases within two business days, you can create a holiday schedule and add it to your service calendar. Then, if a customer submits the email case on that holiday, your SLA is clear and is not affected by the holiday closure. Creating D365 Customer Engagement Holiday Schedules Follow these steps to create a new holiday schedule in Customer Service Hub: Make sure that you have the Customer Service Manager,...

Web Links in Dynamics 365 for Customer Engagement

Web Links in Dynamics 365 for Customer Engagement set is a group of links such as primary navigation or a group of footer links. Web link sets allow the internal links, regardless of placement in the site map, and external links to be grouped together and ordered. The Web link can either link to any of the URL or it can link to another web-page within the same website. When a web link is to a web-page, the security and the publishing state of the web-page will apply to the web link as well. Web links are always part of the web link set. A website is the core entity of Dynamics 365 for Customer Engagement application. The application selects a single Website record, and this determines what portal entities – web pages, web files, web links, web roles, content snippets, etc. – are applicable...

Dynamics CRM vs D365 Comparision

Let’s start with a basic difference between Dynamics CRM vs D365. It was Launched in 2003, the Dynamics CRM was created to act like the customer relationship management arm of Microsoft’s new Dynamics suite of business software, assisting organizations with front-of-house operations such as sales, customer service, and marketing. Over the next fifteen years, the Dynamics CRM enjoyed many major updates, amassing over 40,000 customers in the process. Intended to be a new face of Microsoft’s Dynamics suite, Dynamics 365 was released in November 2016 and rolled together new versions of previous Dynamics programs under one umbrella brand. Under the Dynamics 365 standard sits several applications offering both CRM and ERP functionality, meaning businesses can operate all of their front- and back...

Upgrade Dynamics CRM for Outlook

In this Article, we will show you the Upgrade Dynamics CRM for Outlook. Follow these steps for the smooth Upgrade Dynamics CRM for Outlook. If you’re using the version of CRM for Outlook earlier than Microsoft Dynamics CRM for Outlook, uninstall it and install Dynamics CRM for Outlook. Then do Step 4. Upgrade the Dynamics CRM for Outlook to Dynamics CRM 2016 for Outlook. Upgrade the Dynamics CRM for Outlook to December 2016 Update for Dynamics 365 (Dynamics 365 for Outlook). Microsoft Dynamics CRM for Outlook upgrade requirements Requirement Description Understand the Dynamics 365 for Outlook compatibility requirements Dynamics 365 for Outlook has a variety of software dependencies that must be understood and adhered to for the successful upgrade. Use the PC that has sufficient hardw...

Microsoft Dynamics CRM Event Management Setup

Dynamics CRM Event Management The Dynamics CRM Event management settings let you set up the connections to your webinar provider accounts and set up the few defaults for event administration. To find these settings, open Settings > Advanced settings and then select one of the pages under the CRM Event Management heading in the leftmost column. You can also access these same settings by finding the CRM Event Management section in the rightmost column and selecting from the icons there. Webinar providers A webinar provider is a third-party company that hosts the webinars. The provider accepts registrations, gives  URLs where the presenter and participants can join each webinar, and also provides a server to run the webinar itself. Providers also deliver attendance statistics and other web...

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