Author Archives for Seth Bacon
Dynamics 365 Customer Engagement
Dynamics 365 – Where did my apps go?
One of the best features that Microsoft has released in the last couple of years is the ability to make...
Dynamics 365, ERP, Microsoft Dynamics
Juggling multiple programs in one Dynamics 365 environment
As IT professionals, we love to solve complex problems with the tools that we have been given. You might have...
CRM, Dynamics 365 Customer Engagement, Microsoft Dynamics
Updating full name format on existing Microsoft Dynamics CRM contact records
Recently, a client came to me with the request to change how the Full Name column was displayed in Microsoft...
CRM, Dynamics 365 Customer Engagement, Microsoft Dynamics
Microsoft Dynamics CRM Outlook Client: How to manage importing too many contacts
The power of having your Microsoft Dynamics CRM system and Outlook closely integrated is well documented, but what happens if...
CRM, Dynamics 365 Customer Engagement, Microsoft Dynamics
Calculating a manual or percentage discount in the sales process with Microsoft Dynamics CRM
In the sales process, the ability to find and meet the prospect’s price point is important to winning the deal....
CRM, Dynamics 365 Customer Engagement, Microsoft Dynamics
Using Teams in Microsoft Dynamics CRM
Recently one of our Denver Microsoft Dynamics CRM clients asked if it was possible to see a comprehensive list of...
Software companies use NetSuite to get a 360 degree view of their customers
Technology companies are familiar with the concept of system requirements but often the internal systems found at a technology company...
The Whirlwind of Microsoft Dynamics Convergence Comes to an End
What a week! The week of Microsoft Dynamics Convergence was filled with so much information to gather, absorb, retain and disseminate....
Microsoft Dynamics Convergence has officially begun!
Day two of Microsoft Dynamics Convergence started with a great drum line from Spirit of Atlanta Drum & Bugle Corps, as...
CRM, Dynamics 365 Customer Engagement, Microsoft Dynamics
First Taste of Convergence: CRMUG PreGAME 2014
I was told that Monday would be the PreGame for Microsoft Dynamics Convergence, which officially begins tomorrow, so I figured it would be a light...