Blog Archives

Rename a OneNote Notebook in Dynamics CRM

The integration of OneNote with Dynamics CRM was introduced in Dynamics CRM 2015 Spring release providing users with the ability to collate additional information/ideas pertaining to a record in a single location. This information can be in various formats, i.e.

Posted in CRM 2016

Setting Up an Interactive Hub Dashboard in CRM 2016

The screencast below aims to demonstrate the steps involved in setting up an Interactive Hub Dashboard and will cover: Enabling entities for the Interactive Hub Configuration of filter and sort fields Updating colours for values in option sets Creating an entity

Posted in CRM 2016, Interactive Service Hub

Introducing the Microsoft Dynamics CRM 2016 Interactive Service Hub

The interactive hub has been designed to simplify day-to-day processes and provide easy access to information while also delivering a richer intuitive and interactive dashboard experience. The screencast will briefly introduce you to a few components in the Interactive Hub

Posted in CRM 2016, Interactive Service Hub

Voice of the Customer in Dynamics CRM 2016

Voila! The Voice of the Customer solution is now available in Microsoft Dynamics CRM 2016. The survey module provides the ability to create and send out surveys to customers from within Microsoft Dynamics CRM. To install the Voice of the

Posted in CRM 2016, Voice of the customer