Stoneridge Software’s Top Dynamics CRM / D365 for Sales and Marketing Blogs of 2018

by | January 4, 2019 | Dynamics CRM, News

Another year, another round of great blogs! Here at Stoneridge, we published over 150 blog posts in 2018, including many on the topic of CRM. As new year begins, take a look back at Stoneridge Software’s top five Dynamics CRM and D365 for Sales and Marketing Blogs of 2018. Also, make sure to check out the rest of our CRM blogs from the past year.

5. New Features and Improvements for Dynamics 365 for Sales and Marketing

Reusable content blocks are one of the new features in D365 for Sales and Marketing

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.

4. Working with Dynamics CRM Rollup Fields and Indirectly Related Activities

Rollup fields can be tricky. Learn the nuances on our blog.

3. Going Beyond Advanced Find, Views, and XRM Toolbox: Using View Designer and FetchXML Builder with Dynamics CRM

Take advantage of all the tools in your XRM Toolbox.

2. Where Can You Monitor Workflow Processes in Dynamics CRM?

Monitor Your Workflow Processes

One question we 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? Read our blog to find out.

1. How to Install the Dynamics 365 App for Outlook

The Dynamics 365 App for Outlook will eventually replace the CRM Outlook Client. The new name for the Outlook client is “Dynamics 365 for Outlook add-in”. Check out our blog to see how to install and use this app for your system.

Thank you for reading our posts this year! Stay up to date in 2019 by subscribing to the Stoneridge Software blog.

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Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

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