Susan Pautzke
Susan Pautzke is a Consultant on the Dynamics CRM team at Stoneridge Software. She has extensive experience with Microsoft Dynamics CRM customization, configuration, and training. Most recently, Susan has done independent contracting and worked on a CRM project for a major agriculture company.
by Susan Pautzke | Updated August 1, 2020 | Dynamics CRM
Forecast Setup in Dynamics 365 Sales & Customer Engagement Are you using the forecast feature in Dynamics 365 Sales or Dynamics 365 Customer Engagement? If you are there are some enhancements that came out in the Wave 1 Release that make forecasting even better....
by Susan Pautzke | Updated August 1, 2020 | Dynamics CRM, Power Platform
‘Portals are not only a one-stop-shop for customer collaboration, but can also be used for a variety of different applications – including as an employee self-service portal. ‘Built on Power Apps portals (part of the Microsoft Power Platform), an employee...
by Susan Pautzke | Updated August 1, 2020 | Dynamics CRM
Have you ever wanted to add multiple products to an Opportunity at once? With the Enhanced add product experience in Dynamics 365 Customer Engagement turned on, you simply open your Opportunity, click on the Product Tab, select a price list, chose how you want revenue...
by Susan Pautzke | Updated June 3, 2020 | Dynamics CRM
Any current Dynamics 365 for Customer Engagement (CRM) user will notice the changes in look and feel within the Unified Interface (UI). The UI streamlines processes and makes the system more user-friendly. This blog (including videos) will cover updates that have...
by Susan Pautzke | Updated November 13, 2019 | Dynamics CRM
Having a consistent entry format for phone numbers is something that most companies want to see in their Dynamics 365 Customer Engagement (CRM) environments. In the past, we had to write JavaScript to accomplish this but now, in the Unified Interface, we can use the...
