OneNote Integration
How can Microsoft OneNote help my organization take better notes in Dynamics CRM?
June 21, 2016

Microsoft OneNote is a computer program that lets users take notes, either handwritten or typed, create drawings, and attach documents, but that’s not all it can do! Did you know

office-365-2
An Introduction to Office 365 Groups for Dynamics CRM
June 14, 2016

Office 365 Groups were unveiled for Microsoft Dynamics CRM 2015 Update 1 (preview mode), but what are they? Basically, they take existing Microsoft Office 365 products such as Outlook, OneNote,

Tips
Tips and Tricks for Using the Outlook Client and Dynamics CRM
June 10, 2016

Are you a Dynamics CRM user who prefers utilizing the Outlook client over the web client? If so, today’s blog is for you! Read on for some handy tips and

Get a Better Understanding of the SharePoint Online Integration with Dynamics CRM Online
June 9, 2016

When looking at your Dynamics CRM system, you may start to wonder, “Where do I store the documents I want to associate with a specific record?” Natively, CRM systems are

The CRM App for Outlook: Getting Things Started
May 31, 2016

When interfacing Dynamics CRM through Outlook, you have three options. The first option is Using Server Side Synchronization and Folder-Level Tracking to Enable Email Tracking from Any Device. The second

the-crm-minute
The CRM Minute: 5 Key Office 365 Integrations for Dynamics CRM [VIDEO]
May 25, 2016

Small and medium sized businesses often face challenges with managing infrastructure and IT staffing. Oftentimes, those organizations think that CRM might not work for their needs. What you may not know, is that Microsoft’s

office-365-2
Get Those Power BI Tiles Embedded in Your CRM Dashboards
May 24, 2016

For several years now, we have had the powerful analytics capability of Power BI. First as Excel add-ins and the Power BI Desktop tool since 2015. With the original Power

announcements
Webinar Today: Exploring Office 365 Groups and How They Interface with Dynamics CRM
May 6, 2016

If you’ve ever looked for a way to involve both internal employees and external vendors, customers, etc. in projects or conversations, Office 365 groups might be exactly what you’re looking

office-365-2
The CRM Minute: The Mystery of “The Cloud” [VIDEO]
April 27, 2016

We hear the term “cloud” used in the business world on a regular basis, but if you’re like a lot of people, “cloud” is something you know, but might not

the-crm-minute
The CRM Minute: We Answer Your Burning Office 365 Questions [VIDEO]
April 6, 2016

  Microsoft did a great job of listening to their customers when developing Office 365. Office 365 delivers the power of cloud productivity to businesses of all sizes, helping you save

announcements
Dynamics CRM and Office 365 Out-of-the-Box Integrations [Webinar]
April 5, 2016

Dynamics CRM and Office 365 – the new peanut butter and jelly? Join us for a webinar, Dynamics CRM and Office 365: Introduction to Out-of-the-Box Integrations, this Friday at 10:00

tips-and-tricks
Freebie Friday: Two Free Templates for Using Visio to Create CRM UI Mockups
January 29, 2016

Remember the old adage “A picture speaks 1000 words”? When gathering CRM requirements, that is often more accurate than one may realize. Creating visuals to aid in requirement sessions is