As president of both QuantaCRM and Azamba Consulting Group, I’m happy to announce that we are merging our two companies together to combine our Sage CRM and Microsoft Dynamics expertise into a single entity: Azamba Consulting Group:     There are several reasons driving this decision. Primarily, we want to: dig deeper into the challenges and opportunities facing the typical small and medium sized business align closer with your needs, your goals, your challenges, and your opportunities deliver cost-effective results to you and your team through the use of CRM We will c ..read more

  This week in Dynamics 365 CRM Support, we’ll look at how to change the number of rows on a grid in Microsoft Dynamics 365 for Sales CRM. Usually, you will see up to 50 records on a grid. But depending on your needs, maybe you want to increase or decrease that number. Doing so is not difficult if you know where to look. In this video, I will show you how to change your personal options to control the number of rows on a grid in Dynamics 365 for Sales. See below for the full video and step-by-step instructions:     Changing the number of rows on a grid 1.) Go to Settings &g ..read more

  This week in Dynamics 365 CRM Support, we’ll look at how to add a reason to disqualify a lead in Microsoft Dynamics 365 for Sales CRM. So let’s say you’re a salesperson or sales manager. You or your team have been working on a lead, but you decide it is not worthwhile to continue. You’ll need to disqualify that lead in Dynamics so you and your team know it’s not an active lead anymore. Microsoft Dynamics 365 for Sales requires you to give a reason for disqualifying a lead. By default, there are four reasons to disqualify a lead: lost cannot contact no longer interested canceled In t ..read more

  “The secret to getting ahead is getting started. The secret to getting started is breaking your complex, overwhelming tasks into small, manageable tasks, and then starting on the first one.” These words have been attributed (almost certainly apocryphally) to Mark Twain, Agatha Christie, and Sally Berger, among others. But despite the dubious origins of the quotation itself, the message is spot on. When it comes to implementing and adopting CRM, we believe in a crawl, walk, run approach. We believe it’s best to break down the potentially daunting task of adopting CRM into manageable ch ..read more

  Last time in Dynamics 365 CRM Support, we looked at how to set up a new goal and goal metrics in Microsoft Dynamics 365 for Sales CRM. This week, we’ll dig deeper into how to manage goals in Microsoft Dynamics 365. You’ll first need to create the goals, goal metrics, and rollup fields you plan to use. You can find instructions on how to create new goals, goal metrics, and rollups here. Once you have set up your goals, see below for video and instructions on how to manage goals in Microsoft Dynamics 365 for Sales:     Calculating goals Microsoft Dynamics 365 automatically ..read more

  This week in Dynamics 365 CRM Support, we’ll look at how to set up a new goal and goal metrics in Microsoft Dynamics 365 for Sales CRM. Goal metrics allow businesses to keep track of their business objectives. For example, you can track whether sales quotas are met, how many cases users complete, or how many meetings or appointments users have set. There are three parts to goals in Dynamics 365: 1.) the goal, the actual objective you want to measure 2.) the goal metric, which tells you how the goal figure is measured and 3.) the roll up field, which is the field the goal is measured o ..read more

  CRM is an incredibly powerful tool for managing the information that drives your business. And over the past decade, cloud-based, software-as-a-service (SaaS) CRM has given small and mid-sized companies access to analytical and operational tools that were once available only to much larger organizations. But with that migration to the Cloud comes the question: is my CRM data safe in the cloud? Fortunately for Microsoft Dynamics 365 for Sales CRM users, the answer is an emphatic “yes!” In fact, most businesses are far safer trusting Microsoft with their data security than they are thei ..read more

  This week in Dynamics 365 CRM Support, we’ll look at how to create a calculated field on a form in Microsoft Dynamics 365 for Sales CRM. In this example, I’m going to add a field called “anniversary” to my accounts. This field will display the anniversary of our relationship with each company. You can modify the instructions below to create other calculated fields in other entities. See below for video and instructions:     Create a calculated field 1.) Go to Settings > Administration > Customization > Customize the System. 2.) Select Entities > Accounts > ..read more

  Microsoft Dynamics 365 for Sales offers powerful and flexible CRM security options to help you manage access to your information. And it’s a good thing, too! Sound CRM security practices are vital to maintaining a high-quality database and keeping your customers, prospects, and team members happy. In the last installment of Managing CRM, I offered a general introduction to CRM security management. If you are new to CRM security and haven’t read the introductory article, I strongly suggest you do so before reading this one. In this article, I’ll focus on two options for your CRM securi ..read more

  This week in Dynamics 365 CRM Support, we’ll look at how to add or update an option set field, as well as how to move the options within option field dropdown menus in Microsoft Dynamics 365 for Sales CRM. So what are option sets anyway? Option sets are fields that offer options in a dropdown. Let’s have a look at an example here: In this record, if we look at the relationship type field, we see an available option set in a dropdown. In some cases, clients have asked me how update, add, or remove some of these options. See below for video and instructions on how to do so:   ..read more