MS Dynamics CRM Tag

Education company in the US boosts savings and efficiency by upgrading their MS Dynamics platform

Education company in the US boosts savings and efficiency by upgrading their MS Dynamics platform

A US-based online university was facing various challenges while increasing their server configuration with more customizations added to their CRM system. The client approached Milestone to deploy MS Dynamics CRM solutions. Read this case study to learn how the client witnessed cost...

November 16, 2020

Cybersecurity

MS Dynamics CRM Security Model

For every business user, data security is the first concern while purchasing a new software for business. MS Dynamics CRM is a software application that is designed keeping such concerns in mind. As a move in the direction of improved...

February 10, 2019

A step-by-step guide to configuring emails in MS Dynamics CRM

CRM Tips and Tricks

A step-by-step guide to configuring emails in MS Dynamics CRM

M S Dynamics allows you to send emails from CRM. You also have the option to create and manage email templates in MS Dynamics CRM, besides an enhanced HTML editor. Read more: Email HTML Editor Control in Microsoft Dynamics CRM...

April 27, 2017

How to set Calculated and Roll up fields in MS Dynamics CRM?

CRM Tips and Tricks

How to set Calculated and Roll up fields in MS Dynamics CRM?

Calculated Fields In Microsoft Dynamics CRM, Calculated Fields help you to perform manual calculations used in your business processes. For example, if you have a few fields and you need to display the calculated total of those fields. Before the...

February 24, 2017

Understanding Business Rules in MS Dynamics CRM

Tips and Tricks

Understanding Business Rules in MS Dynamics CRM

Business Rules feature in MS Dynamics CRM gives us a lot of conditional functionalities that we can attach to fields on a form without using codes. Business rules in Dynamics CRM offer several user-friendly features. Before introducing business rules, these...

December 22, 2016

Create and Manage Email Templates in MS Dynamics CRM

Tips and Tricks

Create and Manage Email Templates in MS Dynamics CRM

Email templates are useful when a mass number of emails come into play. Email templates can either be personal or public email templates. Typically, a template is associated with one record type. This blog describes how to create and manage...

December 20, 2016

CRM Tips and Tricks

SLAs and Queues in MS Dynamics CRM

This blog post takes you on a guided tour of the Service Level Agreements (SLA) and Queues in Dynamics CRM. Service Level Agreements (SLAs) Service Level Agreements offer an easy and convenient way to track the time taken by service...

May 27, 2016

Tag: MS Dynamics CRM

MS Dynamics CRM Security Model

A step-by-step guide to configuring emails in MS Dynamics CRM

How to set Calculated and Roll up fields in MS Dynamics CRM?

Understanding Business Rules in MS Dynamics CRM

Create and Manage Email Templates in MS Dynamics CRM

SLAs and Queues in MS Dynamics CRM

Services

Resources

Company

Milestone Technologies, Inc.