Implementing a CRM system is important for businesses to manage their customer information. This is why it is vital to ensure that the implementation is successful. Here at Stoneridge, we have developed a checklist t make sure your CRM implementation goes smoothly from the first step to the last step. Here are the seven checkpoints […]
The entire CRM team at Stoneridge is very excited about what is coming in the Dynamics 365 (CRM) Fall Release. Because it’s a 245-page document we wanted to give a summary of some of the key new features and improvements we are most excited for in D365 (CRM) for Sales and Marketing. We’ve been keeping […]
When a CRM project flatlines, or the software has become nonfunctional in your business environment, it’s hard not to consider scrapping the entire system. Before you throw in the towel, take an investigative approach into why the project wasn’t successful. Generally, the success of a software implementation can be hindered in two main areas: Structure […]
From your sales and marketing team, to your office staff, to your accountants – everyone on your team wins when you integrate CRM with your current Dynamics ERP software solution. Dynamics 365 for Customer Engagement is a full Customer Relationship Management software solution that will give your team the cutting edge when it comes to the […]
In part one of this topic, we discussed using the “FetchXML Tester” in the XRMToolbox to type in and test FetchXML, beyond what the Advanced Find in CRM is able to generate. In this article, we will discuss a couple of other tools within the XRM toolbox that will let you create FetchXML apart from […]
Some days a request comes along for a view that goes beyond what the advanced find can generate. Some examples are Aggregates, Left Outer Joins, or you simply might be joining entities in a way to display data that the Advanced Find doesn’t allow. (Example: Opportunity Line à Opportunity à Account. We cannot display a […]
Occasionally, a support case comes across my desk that brings me to something new. Recently I had a support case that introduced me to creating rollup fields based on “Indirectly Related Activities.” The customer wanted to track the latest appointment activity date related to an Account. They wanted to include any appointment related to the […]
Are you registered for Dynamic Communities’ User Group Summit 2018 in Phoenix? Summit is the ultimate in-person learning experience for Microsoft Dynamics end users. The event includes sessions and activities covering the entire Microsoft Dynamics suite of products. Topics are also organized by educational tracks such as Finance, Manufacturing and Supply Chain Management as well […]
One question I receive on a regular basis since Microsoft introduced workflow processes to CRM is how can they be monitored by a CRM admin or a general end-user? Let’s be honest. Sometimes end users and admins are asked to run “on demand” workflows where they find and select the workflow and wonder if it […]
Reaching a new milestone, Stoneridge Software has achieved Gold Partner status for Cloud Customer Relationship Management (CRM). A Microsoft designation like Gold Cloud CRM partner demonstrates a specific, proven skill set and is earned by undergoing rigorous requirements. Only companies demonstrating exceptional performance are able to qualify in a variety of pre-set criteria, such as […]
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