The out-of-the-box forms in Microsoft Dynamics CRM have
great features, are organized nicely, look great, and function perfectly well…
but there is still something missing. Just like when you move into a new home
or office, you have to make it more ‘homey’ for it to feel like your own. The
same goes for Microsoft Dynamics CRM and your business. In order to take full
advantage of your CRM environment, you want it to adjust to all of your needs.
What we can do:
We can create custom forms
for your CRM system
We can modify current
forms to your liking
We can create additional
forms for the mobile application too (This listing covers the
customisation of one form, any additional forms will require an additional
order)
Supported Systems
CRM Systems
Microsoft Dynamics CRM Online, Microsoft Dynamics CRM 2016, Microsoft Dynamics 365, Microsoft Dynamics 365 Online
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A Quick
Campaign in Microsoft Dynamics CRM is a single activity distributed to a
list of Contacts, Leads, or Accounts. A quick campaign can be created
from an advanced find or a ma...
Need
to organise an event for your business? You can set up a campaign in CRM to
help you track all of the activity surrounding an event. You can:
Create an invitation list
Call them to ...
Actions are messages that can be defined for an entity.
Out-of-the-box CRM provides a set of pre-defined messages for each entity (like
create, update, delete and others), but there can be ...
If
you want to send a marketing newsletter to all of your Leads/Accounts/Contacts,
you can use the quick campaign function in CRM. Newsletters are a great way to
engage with your potentia...