• Microsoft Dynamics CRM: Business Process Flow – Sales Stage Values and Pipeline

    The Business Process Flow in Microsoft Dynamics CRM allows so much great functionality, but there are some important pieces to remember when making changes, creating a new BPF, and working with your Pipeline. One part of this is the “Stage Category” in CRM.   Above you’ll see our Business Process Flow, and below you’ll see […]

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  • Easy Follow-Up Call Workflow

    There are functions in our implementations or support projects that we hear requests for repeatedly.  We can tell from this that our Customers are in-tune with the overall needs of users.  The request here is pretty simple: we need Dynamics CRM to allow us to automatically create follow-up calls when we finish a call. We have found a solid way to handle […]

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  • Introduction to Goals in Dynamics CRM 2013 –

    Goal Metrics, Goals, and Roll Up Queries are the three pieces of functionality that combine together to provide organizations a powerful and flexible set of goal management features to track individual, team, and organizational progress against most any record type in CRM.  Here’s a general overview of each of these areas in CRM that hopefully […]

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  • Creating Goals in Dynamics CRM

    A lot of organizations know Goals exist in Dynamics CRM, but many do not understand or have the time to implement their use. There are a few steps which can make the process seem a little confusing if you try to self-teach them.  Here’s a tutorial on setting up Goals in Dynamics CRM. Creating Goal Metrics – Go […]

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