What will happen after the COVID-19 crisis? Right now, we are all (understandably!) focused on protecting our loved ones, fighting the spread of the virus, and dealing with the immediate fallout in our jobs, businesses, and communities. BUT when life starts to return to normal, what will this new “normal”...
Protect Yourself and Others During COVID-19
Yes… Protect Yourself and Others During COVID-19 Upon reflection of my last post, I wondered out loud what our “new normal” might look like after the COVID-19 crisis has passed. However, it occurred to me this week that I was getting way ahead of myself. We currently have a different...
What are My Mapping Options in Dynamics 365?
What are My Mapping Options in Dynamics 365? There are 3 general map options in Dynamics 365: Bing Map, Google Maps Standard, and Google Maps Premium. In this blog post, we will look at all pros and cons of each feature. Mapping Address 1, Address 2 or Custom Address Locations...
Managing Holiday Schedule In Dynamics 365 Section: Cases
Manage Holiday Schedule In Dynamics 365 with Functional CRM Consulting • Admin Level Needed: System Administrator • Pre-Requisites: Setup Holiday Calendar Seeking a functional CRM Consulting expert? We can help. In this blog, we will cover how to use Customer Service Schedules & Holiday Schedules with the Service Level Agreement....
Best Uses of Activities & Notes in CRM
Best Uses of Activities & Notes in CRM Activities & Notes – Flexibility Comes at a Price Dynamics 365 is an incredibly flexible solution providing users with many options but flexibility can come at a price. Sometimes less is more… Best Practices for Tracking Activities & Notes in Dynamics 365...