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Opportunity – Potential Customer
I recently came across a “difficulty” with potential customer on the opportunity entity in Microsoft Dynamics CRM 2015 (and I assume 2016), I hadn’t seen this issue before so thought...(read more)
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Microsoft Dynamics AX 2012 Tables Overview
Dynamics AX’s application object tree (AOT) is a container that stores most of the objects that Dynamics AX uses to provided its functionality. The Data Dictionary folder in the AOT contains the Tables...
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Release of Inventory Module Rivals Star Wars: Episode VII Debut
As much of the world awaits the highly anticipated release of the latest Star Wars movie, in a galaxy far, far away, the Rockton Connect team has been working on a masterpiece of their own. Set to hit...
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What You Must Know BEFORE Microsoft Dynamics CRM Implementation?
No matter how brilliant something is, it cannot work to full potential if operated inaccurately or within the wrong hands. Microsoft Dynamics CRM is a prime example of this. What I mean is, no matter...
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Microsoft Dynamics NAV 2016 Product Guide
Microsoft Dynamics NAV 2016 has been release with many new features in Enterprise Functionality for Small to Mid Sized Wholesale Distribution and Manufacturing companies. Microsoft Dynamics NAV comes...
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5 Questions to ask your Cloud Provider Before Signing on the Dotted Line
Almost 10 years after Amazon introduced EC2, there is no standard of cloud computing. OK, you got me, NIST does have a definition of what cloud computing should be, but it's high-level compared to real...
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Campaign Automation, Power BI Included in ClickDimensions Quarterly Release
ClickDimensions, the Microsoft-certified email marketing and marketing automation solution for Microsoft Dynamics CRM, announced the release of new features in its latest quarterly update. Highlights...
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Microsoft Dynamics GP 2016 New Feature Overview
In the last decade, Microsoft Dynamics GP has been the favorite global solution for ERP . It suited different companies from a variety of industries due to its rich functionality, scalability and...
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Realize IoT Benefits Without Heartache with Microsoft Azure
We write about the Internet of Things (IoT) often at Clients First Business Solutions as we believe this new technology it is a win-win for the manufacturing and maintenance, repair and overhaul (MRO)...
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An Engaged Sales Team is no longer a Fantasy!
With the recent acquisition of Incent Games Inc., Microsoft is now the owner of FantasySalesTeam.Included free with a professional license of Microsoft Dynamics CRM this innovative platform can help...
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How to Plan for Microsoft Dynamics GP Implementation
An ERP implementation is one of the most difficult challenges a company can weather together. Keeping the process on-schedule and under-budget can be challenging, but it is possible. Follow these steps...
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WebSan Presents: “Microsoft’s Power BI” Webinar
View our free webinars Sign up for WebSan UniversityDownload a FREE Demo On Thursday, December 17th, at 2:30 PM, WebSan will present a free webinar to give an inside look at Microsoft’s Power BI...
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Tip of the Month: Did you Know? Auto-Lock Documents Generated thru Dynamics GP
Recently we found out that the GP Web Client cannot generate an email with a .pdf document attached (this may be rectified when the Web Client moves to html in GP 2016). Our users still want to use...
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6 Steps for a Successful Document Management Implementation
Your new document management solution implementation is underway. And, while you can’t always guarantee success, you can take steps to make sure that your new software deployment will be smooth and...
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CRM 2016 back button built-in within record
As many of as come across the situation where we have to go back to previous screen from the current record. In order to that in crm 2011/2013/2015 we have to click on browser back button. But in crm...
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Switch to Dynamics CRM in 2016
Are you thinking of making the switch to Dynamics CRM in 2016? For many organisations taking the next step to a new CRM solution can revolutionize it, helping it to become more efficient, joined up...
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Dynamics CRM 2016 New Documentation, Videos and HOW TO GET IT!
Microsoft has been talking about the new release of Dynamics CRM 2016 for months now and it is finally out - along with a TON of documentation and videos. Most of the documentation pieces not only...
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AX 2012- Workflow
Please find the details of the “AX 2012- Workflow” workshop below.AgendaIntroduction to WorkflowEnhancements to workflow with AX 2012AX 2012 Workflow ArchitectureDemo Simple WorkflowLine Item...
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Help Your CFO Manage Spending in 2016 with Better Budget Visibility
New year, new budget, but will your CFO really have the tools to ensure that employees and approvers adhere to that new budget? Maybe it’s time to research business software solutions that will help...
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Convert to Case: Displaying email contents
There are two ways to create case from an incoming email: Automatic record creation rules Convert to Case button in the email command bar Once a case is created, there may be so many other...(read more)
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