OCT
08

Business Rules – Your Key to Programming Knowledge in MS Dynamics CRM

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No programming knowledge? No problem!

Business Rules, which are delivered right out-of-the-box with Dynamics CRM, tackle client side logic in a user friendly way, allowing virtually anyone that is responsible for managing their company’s CRM to get off and running with this fantastic tool in no time. 

In a nutshell, this little gem allows you to create and add form design functions to the system and custom entities without a lick of development. Through “If…Then…Else” conditional statements, you too can create rules which monitor the behaviour of fields and subsequently define an action or actions to be taken upon the conditions being met.

Gone are the days of reaching out to developers for JavaScript and plug-ins each and every time a requirement rears its head. Don’t get me wrong – it’s not some sort of magic potion that will make all your wishes come true. But, you are bound to dazzle your users (and your boss), with fields that seamlessly appear just when they need them; field values which auto-complete right before their very eyes; field requirements changing on the fly, ensuring the most relevant data is always captured; and error messages, or what I prefer to call ‘reminder messages’ which prompt users to conform to best business practices. With a little creativity and some business logic in tow, Business Rules can do all that and so much more!

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  8180 Hits
MAY
26

WebSan Offers “Fascinating Microsoft Dynamics CRM Tactics That Can Help Your Business Grow” Webinar

MS Dynamics CRM vs Salesforce Sign up for a free CRM course! Download a FREE CRM Demo

On Thursday, May 28th, WebSan will present a webinar that will feature fascinating Microsoft Dynamics CRM Tactics that can help your business grow. The webinar will highlight the sales area, data that will comprise charts, different types of dashboards and tips on how to use visual data to drive your sales process.

The free webinar will discuss valuable concepts and processes such as the business process flow, global search and goal setting. A rundown of timesaving tips to help users make the most efficient use of their resources when navigating through CRM will also be given in this webinar.

Our CRM webinars have been some of our most requested, so register below to reserve your spot and take part in this webinar!

Register for Microsoft Dynamics CRM Tactics Webinar on May 28, 11 AM EST

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  5733 Hits
APR
10

New Features in Microsoft Dynamics CRM 2015 Carina’s Spring Release

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 Microsoft Dynamics CRM is set to see a substantial update this spring, with the release of Carina. This will serve as the first major update to the new CRM 2015.  Although an exact date for its release is yet to be determined, CRM users and partners are abuzz with the features and added functionality that Carina promises. Here are some notable features that can be expected:

1. Enhanced Excel Integration

The new update will allow Excel users to open their data in spreadsheets within CRM. This serves as a valuable feature for quick visibility and analysis of data, and eliminates any compatibility issues that may arise should you have a different version of Excel installed.

2. OneNote Online Integration

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  7128 Hits
APR
28

WebSan Offers “Top 5 Features in Microsoft Dynamics CRM 2015” Webinar

MS Dynamics CRM vs Salesforce Sign up for a free CRM course! Download a FREE CRM Demo

Microsoft Dynamics CRM 2015 was designed to address businesses’ needs to collaborate among different divisions and groups within the organization, and to meet the changing needs of their customers. In line with this release, WebSan will offer a “Top 5 Features in Microsoft Dynamics CRM 2015” webinar on Thursday, April 30, 2015 at 11 AM EST.

The free webinar aims to offer attendees insight into the key features introduced and understanding of the advantages of upgrading to Dynamics CRM 2015. Some of the features that will be discussed in the webinar include: global search, calculated and rollup fields, hierarchy visualization and nested quick create forms.

This webinar has been one of our most requested training sessions, so register below to reserve your spot and take part!

Register for “Top 5 Features in Dynamics CRM 2015 webinar” on Apr. 30, 11 AM EST

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  5812 Hits
DEC
19

Ready to Boost Sales with CRM 2015? Consider the Benefits!

Is your company considering upgrading to CRM 2015 as part of its New Year's resolution? Worried that time and training would not be worth the transition from your existing CRM? Well, your company will be happy to know that with the upcoming release of CRM 2015, many users will find key UPDATES made to CRM 2013 rather than face an entirely new system! Consider the benefits!

CRM 2015 delivers powerful updates to its sales tools! As the following features demonstrate, your company will benefit from the system’s capabilities of producing faster and higher profits!

Sales Hierarchies

 

 

 

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  6439 Hits
JAN
08

5 CRM Features Your Company Needs

Looking beyond the dozens of features that various CRM Systems have to offer, there are specific features which your CRM system must adequately provide to ensure your business is able to attract and retain customers successfully.  Here are 5 CRM Features your company needs and should look out for:

Remote Access

Your CRM System should give your employees access to customer information remotely from any location and device. Remote access is critical to obtain real-time information as well as provide your employees a way to update your CRM system with vital information on clients and partners.

Security

If you are a company where there is an overlap between departments in terms of roles and responsibilities, it would be easy for the wrong person to gain access to confidential information from your CRM system. It's important to put in measures which monitor what information is accessed through your CRM system. Additionally, encrypted access and a secure server is important if you're remotely accessing your company's real-time information from your CRM system.

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  7027 Hits
NOV
06

Microsoft Dynamics CRM 2015 New Features

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Microsoft Dynamics CRM 2015 new release, otherwise known as "Vega", is set to be launched before the end of this calendar year. Microsoft Dynamics CRM products help companies unite their marketing, sales and service teams with the insights they need to deliver amazing customer experiences every time.

Here are some of the new features that are going to be included in Dynamics CRM 2015:

Sales

Guided Sales Processes - The Microsoft Dynamics CRM 2013 business process flows are improved in the new version and include a branching capability to allow organizations to implement complex business processes.

Marketing

Campaign Management Console – The Campaign Management Console will include A/B testing, multi–condition triggers and cross campaign offers with results displayed in real-time analytics.

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  10874 Hits

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