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Errol Schoenfish, Director Product Marketing, Microsoft confirms his attendance at Advantage’s “Microsoft Business Briefing”

errolAdvantage are delighted to announce that Errol Schoenfish, (Director Product Marketing, Microsoft) will be presenting a session at our “Microsoft Business Briefing” on the 19th May at the Royal Overseas League in London.

 

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Microsoft Dynamics CRM Tips & Tricks – Advanced Find and a N:N (many to many) relationships in Dynamics CRM

 

If you come across the issue where you are using an Advanced Find in Dynamics CRM and you need to reference a N:N relationship in your criteria or output and it’s not there, then don’t despair!

Here’s an example to show you how to expose this related entity:

We have a new entity called clubs and it has a N:N relationship to contacts (renamed people in our example) as members of that club.

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Post Microsoft Convergence 2015 – Our Thoughts

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Advantage Business Systems attended Microsoft Convergence again this year, Mark Howe and I made the trip to Atlanta along with around 12,000 other attendees – Microsoft partners and end users.

Convergence has traditionally been the Dynamics event – AX, NAV, GP, SL and CRM, originally starting as the Great Plains event many years ago and expanding to the other products over time. Convergence provides an opportunity to hear from Microsoft what their plans are for the products moving forwards. Many of the ISVs who create add-ons for the Dynamics products attend and have a booth in the expo area where attendees can catch up with them and their plans for their products.

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Microsoft Dynamics CRM 2015 Update – APRIL 2015

Following from the Dynamics CRM 2015 release last year, Microsoft have announced their changes as part of Update 1. These include:

 

Navigation:

Changes and updates to the navigation will enable your team to move around the User Interface more quickly and intuitively. Specific enhancements include:

  • The Sales, Service, Marketing and Settings work areas are easier to move between
  • Work items are now displayed beneath the work area selected, enabling faster discovery of things like dashboard, accounts and cases.
  • The new shortcuts to recent work lets you quickly see the records and views you most recently accessed so that you can jump directly to those items as needed

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There’s a quick tour of these navigation enhancements in this short video. For more information please also see how to get around in CRM.

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Microsoft Dynamics CRM Tips & Tricks – Do Not Allow Email v Bulk Email

Microsoft Dynamics CRM allows you to automatically restrict Leads, Contacts, Accounts from being sent emails. Each lead, contact and account record comes with standard fields to let you track if that record should receive emails and/or bulk emails.

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Contact Advantage Business Systems

Advantage Business Systems Limited (Main Office)
No. 1 Poultry, London, EC2R 8JR, UK

T: 0203 004 4600 F: 0203 004 4625