Checklist for Ensuring a Successful CRM Implementation

by Liz McGlennen | Aug 14, 2018 | Dynamics CRM, User Tips and Tricks

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...

The Easiest Way to Use Table Browser, Delete or Add Table Data in Dynamics 365 for Finance and Operations

by Tom Branca | May 17, 2018 | Dynamics 365 for Finance and Operations, User Tips and Tricks

Most of you using Dynamics 365 for Finance and Operations have seen the utilities that you can download as extensions with Google Chrome to use table browser, well don’t use them anymore!  There’s a much easier way to use table browser with the Google Chrome Web...

Everything You Need to Know about the Dynamics 365 App for Outlook

by Liz McGlennen | Feb 12, 2018 | Dynamics 365 Business Central, Dynamics CRM, General Technology, User Tips and Tricks

You’ve come to the right place if you want to learn more about the Dynamics 365 App for Outlook. It will be the replacement for the Outlook Client. For all the users that are familiar with the Outlook Client here is a comparison of the key differences: Outlook Client...

Using the Dynamics 365 App for Outlook from Your Phone

by Liz McGlennen | Feb 7, 2018 | Dynamics CRM, General Technology, User Tips and Tricks

Dynamics 365 App for Outlook – Mobile Interface For many years CRM users have been asking for the ability to have the “Track” and “Set Regarding” functionality from emails on their phones. With the App for Outlook we finally have this option! This blog will walk...

How to Tell the Difference Between Microsoft Account Log-ins

by Becky Newell | Feb 5, 2018 | General Technology, User Tips and Tricks

I have multiple accounts for logging into Lifecycle Services, Visual Studio, and Visual Studio Team Services. The accounts are exactly the same (becky@insert-company.com) but one is a work...

How to Use Color in Outlook to Easily Keep Organized

by Heike Peters | Dec 6, 2016 | General Technology, Office 365, User Tips and Tricks

Most of us use Microsoft Outlook on a daily basis to keep our work and personal lives organized. Often we have all of our appointments in the same calendar so that we know when we can take an early meeting, when we can run a quick personal errand over lunch, and maybe...