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Why use xRM?

The former assumes a bespoke development, with all the cost and complexity of capturing the full scope of business requirements, and addressing all components of the solution, including UI, security and data model, and data management etc. The specification has to be complete, and the organisation has to be prudent in considering future flexibility, scalability and extensibility to meet new requirements, or support their organisation’s growth.

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CRM that just works. Six leading companies switch to Microsoft Dynamics CRM Online

In April, Microsoft shared how new innovations were spurring growth in Dynamics CRM Online. A growth that was driven by a growing market for top-end business solutions for the cloud and recent advancements in productivity, mobility and analytics that were part of their spring CRM release.

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What is xRM?

One of the most interesting parts of my job is talking to customers about their business challenges, and how they need line of business applications to solve specific problems. In some cases they may have already invested in Microsoft Dynamics CRM in its more traditional or perhaps familiar capacity for sales, service and marketing support, or we may be having a higher level discussion to establish where it may fit within their organisation’s business systems strategy.

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Synchronisation Enhancements in CRM2015

CRM2015 introduces a number of enhancements based around the synchronising of data between CRM and Outlook. The key new features include:

·         Configurable Field Level Synchronisation

·         Appointment Attachments Synchronisation

·         Outlook Assigned Tasks Synchronisation

·         Additional Address and Phone Number fields

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How to do a multi-entity search in CRM 2015

CRM2015 introduces a powerful new search facility that enables you to search across multiple entities at once when using the Web application or Outlook client. For those who are familiar with the CRM2013 for Tables application, you may have already seen this feature in action!

With previous versions of CRM (Web and Outlook Client), in order to use the Quick Search feature you would first need to navigate to the entity before searching – this new feature intends to reduce the need for this extra step.

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How to view the relationship between individual records on CRM2015

CRM2015 introduces a new intuitive way to view the relationship between individual records.

In previous versions of CRM you would only be able to open the Parent record and would therefore potentially need to do this a number of times in order to understand the full hierarchy. If you had a particularly complex relationship, for example account and parent account, this could become very time consuming.

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