Microsoft Dynamics Crm

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  1. Thanks Don Wisch I know this happens in our environment too. I don't know if that the case still digging. I was also trying to look at the personal settings of the users. Most are novice users so them going in and changing the default. So far every is set to allow tracking on email messages in response to Dynamics 365 emails. I am a contact but emails to me are not being tracked. They were until I deactivated all processes and reactivated them. It also appears to remove all previously tracked emails. And it gets stranger...I have one user who seems to get a lot of spam and that is all in CRM. I haven't been able to confirm her settings just yet but will as soon as she is back in the office. We are also running to other issues with the App for Outlook and IFD. It seems to be a needle in a haystack and I really appreciate your feedback.
  2. Hi, Does anybody of you have any experience with annotation-Analytics table? Within one day it has been grown up from 585 MB to 220 000 MB :-) Any idea why, what data is stored there, how to access it and finally how to delete records from there? I very appreciate any yr help in advance Regards Mark
  3. Hi Bipin, I have attached screen you requested in the same page, would you please check and advise, why the result is not showing up properly
  4. Hi bipin, I am attaching the screen shots as you requested, I have created the rollup fields in contacts records, putting the variable into header of contact entity, the rollup field getting value from subscription line entity based on value of subscription status field on it
  5. Hi Team, I'm new to this "MS Dynamics 365 Customer service hub".Our ticket tool will be Dynamics going forward.The existing one is Zendesk I have some questions. Could someone help me on this part? 1) May I know how to create a new Queue(Ex unassigned ticket queue)? I mean,all the incoming tickets should land here. 2) How to define SLA? Thanks, Raj
  6. Quick Links: Featured News | Updates and Releases | Product Updates | Training Corner | Useful Links Featured News Dynamics 365 & Microsoft Teams | Context IQ set of Collaboration & Communication capabilities See the latest Context IQ set of capabilities leveraged in Dynamics 365 Customer Service and Dynamics 365 Sales allowing you to have context of the customer conveniently within your Teams Chat, Channel, Meeting, Calls interface reduces the need to switch between apps during the conversation, empowering the user to be more engaged with the customer and increasing the likelihood the customer relationship management (CRM) record receives timely updates. We’re excited about the cross-organization collaboration features with Dynamics 365 and Microsoft Teams , including: Customer support swarming in Dynamics 365 Customer Service Bringing together the right talent to effectively resolve complex cases with customer support swarming. Using smart rules, customer support swarming suggests skills and invites the best relevant experts to resolve an agent’s issue. When joining the swarm, relevant skills are displayed identifying the expertise of each swarm participant. Powered by Teams, customer service agents and subject matter experts can swarm cases in the applications they’re accustomed to using, including Customer Service workspace and Teams. Preview available in Dynamics 365 Customer Service in April. Teams chat embedded within Dynamics 365 Sales and Dynamics 365 Customer Service This capability allows you to use Dynamics 365 data as an organizing layer for your Teams collaboration activity and link chats to Dynamics 365 records, such as sales opportunities and service cases, for convenient access for all participants. With Embedded Teams Chat leverage: Rule-based suggestions and AI suggestions contacts for Teams-based collaboration. With Teams Calls leverage: AI-generated conversation summary with Conversation Intelligence. Preview available in Dynamics 365 Sales and Dynamics 365 Customer Service in April. Unified Teams meetings experience for Dynamics 365 Sales and Dynamics 365 Customer Service users This capability allows you to create and join Teams meetings from Dynamics 365 and be able to view and edit records within the context of the Teams meetings interface. Additionally, Conversational Intelligence capabilities will be integrated into the Teams meeting experience providing sellers with AI-guided suggestions that improve customer engagement Preview available in Dynamics 365 Sales and Dynamics 365 Customer Service in April. Share and update Dynamics 365 Sales and Dynamics 365 Customer Service records within Teams Sellers and agents can easily share, reference, and edit Dynamics 365 records in the context of Teams chats and channels, eliminating the need to switch context or applications to get work done. Other participants of the conversation can see the summary details and choose to view or edit the record right from within Teams or Dynamics 365, whatever their preference. Users will also be able to select posts within Teams and quickly add to Dynamics 365 as an activity update to a specific record. Preview available in Dynamics 365 Sales and Dynamics 365 Customer Service in April. To learn more, visit the documentation: Teams Integration . Microsoft Business Applications Launch Event – Watch the event on demand Catch all the latest advancements across Microsoft Dynamics 365 and Power Platform 2022 RW1 being unveiled, including: More collaborative content creation, improved authoring efficiency, and advanced personalization using Dynamics 365 Marketing. Ambient and actionable business data, a single workspace in Sales Hub, and AI-guided live feedback with Dynamics 365 Sales. Simplified setup with guided, task-based experiences and inbox enhancements for rapid issue resolution using Dynamics 365 Customer Service. Subscription billing and intelligent automation around invoicing, ledger settlements, and year-end close services in Dynamics 365 Finance. Sign-in and Watch the event on demand here Microsoft Build is coming – May 24-26, 2022 Come together at Microsoft Build May 24–26 2022, to explore the latest innovations in code and application development—and to gain insights from peers and experts from around the world. Register now Check out this page for more details. Deprecations and Service Retirement October 2022 Some client APIs Deprecation & Retirement Deprecated Client API : ClientGlobalContext.js.aspx The ClientGlobalContext.js.aspx page is deprecated and scheduled to be unavailable after October 1, 2022. Use Power Apps component framework overview to build configurable and reusable components that enable external integrations in a supported way or use custom pages to add custom full page or dialog or pane experiences into model-driven apps, with the flexibility of the canvas designer. Check the list of deprecated client APIs here November 2022 Dataverse OData v2.0 Service removal We plan to remove the Dataverse OData v2.0 Organization Data Service on November 11, 2022. This announcement does not involve the deprecated Organization Service SOAP endpoint. At this time, no date has been announced for the removal of the SOAP endpoint. The Organization Data Service was deprecated with Dynamics 365 Customer Engagement v8.0 in favor of the Web API, an OData v4.0 service. Today, less than .06% of requests to Dataverse use this endpoint. Removing this endpoint will enable Dataverse to improve overall performance. Any code that uses the Organization Data Service should be migrated to use the Web API before that time. More information: OData v2.0 Service removal date announcement Data export Service Data Export Service (DES) is deprecated. Data Export Service will continue to work and will be fully supported until it reaches end-of-support and end-of-life a year from this announcement date, in November 2022. This notice is to allow you sufficient time to plan and onboard to Azure Synapse Link for Dataverse which is a successor to Data Export Service. The Playbook will guide them through the initialization, planning, and adoption phases. For more details, check out this page on Power Apps blog. Important upcoming changes – supporting articles Important upcoming changes and deprecations in canvas apps Important upcoming changes and deprecations in Power Apps Portals Important changes (deprecations) coming in Power Apps and Power Automate Release Waves and Service Updates Manage Release Wave Updates Manage Service Updates Release Waves: Bring new innovations, new features and capabilities into the products through 2 Waves per year. Review the list of user-automatically deployed updates and raise awareness to your end-users for educational and app usage purpose. Review the list of updates to be enabled by Administrators and enable features that fit your business needs and strategy for increased value. Current Release Wave : 2022 Release Wave 1 Service Updates Continuously bring stability and reliability into the products with set of repaired functionalities, hotfixes. Usually on a weekly cadence. Note: M anaging your maintenance Window for database and application updates in Power Platform Admin Center is in public preview. It doesn’t apply to Release Wave features. Understanding Release Wave Updates Release Wave Plan for visibility on what’s coming. Release Wave schedule for visibility on deployment timelines for Power Apps, Dynamics 365 CE Apps and Industry Clouds. Wave 1 Period: April – September Wave 2 Period: October to March. Release Wave Opt-in to early access update . Understand the opt-in process to early updates for Dynamics 365 environment and how to opt-in to early access updates. General Availability deployment After a release cycle has been made "generally available" to users, environments are typically automatically turned on. This is so users can receive ongoing mandatory updates which will enable the early access features and general available features of the release. Tips to Stay Informed on Updates notifications Stay Informed on important service updates and other major updates changes with Message Center notifications through Email preferences for Dynamics and PowerApps using Microsoft 365 Admin center or Manage email notifications to admins using PowerShell Microsoft Dataverse – Service Update Dataverse Service Updates are typically deployed every week and reflect the environment update information. Microsoft Dataverse - Service Update 22051 Release Notes for Dataverse 9.2.0 Click here to see the Latest Version Availability for your Dataverse Sales App Customer Service Field Service Power Automate Click here to see the Latest version availability and Next App/Solution Version based on you region. Sales App/Solution Service Updates are typically deployed every 2 weeks and the schedule will be published every other Wednesday. Sales App/Solution Version are deployed based on region specific times. Click here to see the Latest version availability and Next App/Solution Version based on you region. Customer Service App/Solution Service Updates page is updated every Tuesday. App/Solution Version are deployed based on region specific times Click here for information Field Service Updates and Service Update release schedule for your region Click here for the last Power Automate Release Note and Release schedule for your region. Power Automate is not available in all regions at once. Instead, each version is made available incrementally in different regions of the world Power Apps/ Unified Interface/Power Apps Studio/Mobile Make.PowerApps.com Service Updates Power Apps Portals Power BI Dynamics 365 Marketing Latest Version Available: Latest version of Power Apps is here - It includes Unified Interface Power Apps Studio/Mobile PowerApps.com version Power Automate latest version Product information Power Apps is not available in all regions at once. Instead, each version is made available incrementally in different regions of the world Latest Version Available: Latest Portal updates 9.4.4.x (April 2022) is here. Highlights Availability of Hebrew and Arabic language support for portal website Authenticated users can upload / modify image in profile page Maker can configure image column on basic and advanced form Improved Security of OOB Profile Page Product Information A portal consists of the following components Portal Solutions and Portal website Host . Portal Website Host is typically updated automatically on a monthly basis to the latest versions. Portal Solutions are updated by customers. Portal Update, Upgrade information Check out how to Upgrade a portal , Update Portal Solution and Enable a Portal for new Release . If Portal Solution requires Update, those will be specified and required customer action to do so in Power platform Admin Center. We recommend that you update Solution packages during off-peak hours Latest Version Available Check the latest Power BI April 2022 update here. Video Product Information Power BI Desktop is updated and released on a monthly basis, incorporating customer feedback and new features. Only the most recent version of Power BI Desktop is supported; customers who contact support for Power BI Desktop will be asked to upgrade to the most recent version. Get the latest version of Power BI Desktop from the Download Center Power BI Service | The following updates are new to the Power BI service this month: Get started with goals in Power BI (preview) Latest Version Available Check the latest Dynamics 365 Marketing Version is https://docs.microsoft.com/en-us/dynamics365/marketing/whats-new-marketing#2021-updates Product information December 2021 Updates With the Dynamics 365 Marketing December 2021 update you can create journey branches based on any attribute, track unsubscribed users in real-time marketing insights, and manage Microsoft Teams meeting options from the Dynamics 365 Marketing app. The update also includes general performance upgrades and bug fixes. The latest enhancements include: Real-Time Marketing Customer journeys Marketing Insights Outbound Marketing Event management Microsoft Dynamics 365 On-Premises – Release and Service Updates For the latest Service Updates for Dynamics 365 on-premise release version 9.0 and 9.1 visit Service Updates Latest On-Premises Update | March 2022 release Dynamics CRM 9.1 On-Premises Service Update 1.9 (9.1.9.8) – March 2022 Dynamics CRM 9.0 On-Premises Service Update 0.37 – March 2022 Product Updates Monitor all your Dataflow refreshes with a Power BI dashboard We are pleased to announce an enhanced way to monitor your dataflow refresh history. You can now use the managed Dataverse tables to report over your dataflow refresh history. To access these tables, we suggest you use Dataverse connector in Power BI to set up your dashboard. What is new? As of today, we provide you two new managed Dataverse table with details about refreshes of your dataflows in your environment. We populate the tables with new data automatically after each refresh. DataflowRefreshHistory – Contains the overall dataflow refresh history data EntityRefreshHistory – Contains data of all entities involved in the refreshes To get you started we have set up a step-by-step guide to deploy a template which will give you insights right away. Go to this docs page and get started with a more data driven monitoring experience. Announcing Public Preview of a new Power Apps application on Windows We are announcing the release of Power Apps (Preview) for Windows. The Power Apps (preview) application is available in the Microsoft Store and to install the app, it is just as easy as installing any other Windows app. Check always out the documentation . With the new Power Apps (preview) application, you will be able to run apps in offline within a brand new application fully integrated within the Windows OS and supporting the native Dataverse connector and native device capabilities like barcode scanner or Camera controls. Benefits: Find all of your canvas and model-driven apps in one place Make offline-capable apps Use device capabilities in your apps Manage Power Apps (preview) with Intune Learn more on this page on Power Apps blog. Announcing Public Preview of wrap for Power Apps We are announcing the wrap public preview – enabling you to create mobile apps with Power Apps – is now open. Power Apps is now officially a Mobile Application Development Platform (MADP/MXDP) stuffed with great new capabilities: Low-code mobile app creation – we build the app for you! Seamless end-to-end branding from home screen icon to app UX Embed multiple Canvas apps into a single mobile app Distribute your app natively to meet end users where they are Enterprise governance with Intune for individual Canvas apps Learn more on how makers can use this capability on this page on Power Apps blog. Announcing the AAD User Virtual Table – Find and add any AAD user to your records. We are announcing support for an Azure Active Directory – AAD User virtual table for Dataverse. The AAD User table makes it easy to retrieve any user in your organization’s Azure Active Directory – not just users who have a Dataverse license assigned to them. You can also retrieve details like job title, email, phone number and more. The new AAD user table is available automatically with no additional configuration required. AAD User is different from the User table in Dataverse. The User table only displays users who have a Dataverse license assigned to them. AAD User will show anyone in the AAD User address book. Note that the AAD User table is read only. Check out the introductory video here . Learn more on how admin can use this capability on this page on Power Apps blog. Announcing General Availability (GA) for In-app notifications in Model-driven apps We are happy to announce that the in-app notifications feature has reached General Availability (GA). This builds on the public preview announced July 2021 in Announcing public preview for in-app notifications. In-app notifications enable a user to receive a notification while they are working within the web or mobile model-driven app. Notifications can be sent from Power Automate, app logic or web service calls allowing flexibility in where notifications are triggered. Model-driven apps can be enabled in-app notifications within the modern app designer. Open the settings dialog and toggle “In-app notifications” feature to Yes under “Features”. Depending on your release, it may still be under “Upcoming” with a preview tag while the update is rolling out. Learn more on how admin can use this capability on this page on Power Apps blog. Announcing New Data Sources for the Virtual Connection Provider We are adding Excel and SharePoint to the virtual connection providers for virtual tables. You may have used the SQL virtual connection provider during its public preview, based on popular requests, we have enabled the same functionality for two of the largest external data sources for Power Apps.. What are Virtual Tables? Virtual tables connect to existing data outside of Dataverse allowing Power Apps and the Power Platform to treat it like local data. If you have a list that stores all of your product data in SharePoint, a virtual table lets you access that data within an app and also provide relationships between Dataverse tables and the SharePoint lists. You can even use your custom Power Apps code to make changes directly in the source, just by using the APIs that Dataverse provides. Virtual Table Components Virtual tables require connectors and connection references in order to authenticate to the data source and allow Dataverse to speak to the connection. If you are building a virtual table manually, you need to build plug-ins to allow the Dataverse and source APIs to communicate, set up a connector, set up a connection reference, register a service principle with Azure to allow authentication, and then finally build the table. Why are Virtual Connector Providers important? Virtual Connector Providers make the process of creating virtual tables easier. If you use a Virtual Connector Provider, Dataverse does some of the work for you. You will no longer need to: Create Plug-ins for APIs Create Service Principles Search for which tables or lists are compatible in your data source Learn more how to use this capability on this page on Power Apps blog . Power Apps Portals – What’s New Portals Runtime Release Notification—9.4.4.x - April 21, 2022 Highlights Availability of Hebrew and Arabic language support for portal website Authenticated users can upload / modify image in profile page Maker can configure image column on basic and advanced form Improved Security of OOB Profile Page Configure the rich text editor control on portals Configure Power Apps portals to add the rich text editor control to a basic form and then add the basic form to a web page. Portal users will be able interact with the rich text editor control to format text on the form. Configure column permissions In portals, table permissions are used to apply security to individual Dataverse table records. You can add column permissions to individual table columns. Column permissions are an optional configuration that you associate with web roles. Configure Dataverse search in portals (preview) Dataverse search delivers fast and comprehensive search results sorted by relevance in portals. Dataverse search is the same search service used in model-driven apps and other Microsoft Power Platform services built on Microsoft Dataverse. Configure a choices column on portals Makers can design basic forms and advanced forms to include choices columns defined in Microsoft Dataverse. This feature provides the ability for portal users to select multiple options while submitting data, and display views that include choices columns through lists. Overview of portals as progressive web apps You can enable your functional portal as a progressive web app (PWA), with native app–like look and feel, by using Power Apps portals Studio. With this feature, Power Apps portals now supports using progressive web app technology to provide multiplatform support to create an app that will work on all platforms (Android, iOS, Windows, and Chromebooks) and form factors (mobile, desktop, and tablet). Power Automate – Product Updates Introducing the new Power Automate pane in Power Apps We are making it even easier to add and work with Power Automate flows in your canvas apps without ever leaving the studio! The new Power Automate pane brings the ability to add flows to the left-pane, in the same way you add other resources like data and media to your canvas app. When you click the Power Automate button, a new pane appears allowing you to see flows already included in in your app or add existing flows. You can also create new flows; selecting “Create new flow” now opens a new experience where you can choose from Power Apps based flow templates or start from blank. Check out this page for more details. Power Automate for desktop – April 2022 update We are happy to announce that the April 2022 update of Power Automate for desktop (version 2.19) has been released! You can download the latest release here . New features and updates have been added and include: Cloud or Region picker is now supported in the console New action ‘Hover mouse over UI element in window’ Support of physical keyboard interaction in ‘Populate text field on web page’ action Improved recorder performance Check out the full list and details on the Power Automate blog page . Learning and Training Corner Power Apps portal | Security - Power BI embedded with RLS Just as the Power apps Portal is the tool of choice to quickly extend your Dataverse deployment to the public in the form of a website, Power BI is the tool of choice to render elegant data-driven visualizations. The beauty of the Power Platform lies in its ability to seamlessly blend the two. With Power BI embedded, one can contextually serve Power BI components to users, pass automatic filters by using a filter parameter, and enable row-level security capabilities to allow an organization to truly secure data visible to users and only display what they are meant to see. Check out this page and learn through a scenario. Power apps Portal | Security - How to configure table permissions with Connections In Power Apps portal: Security 101 , we laid out a snapshot view of how portal security works. Authenticated portal users are technically Dataverse contacts, and their table permissions to view data will depend on their contact's relationship to the records they are attempting to view. The beauty of the portal is that you can repurpose the relationships and objects that you already have in Dataverse... but what if your tables are using Connections to relate the records to Contacts, instead of a direct relationship? Check out this page to find response to the solutioning What happened to the alphabet bar?! How to add the jump bar back after 2022 Wave 1 Since the 2022 release wave 1 update, the Power Apps read-only grid control is now the default grid for read-only scenarios , which applies to both grids in view pages and subgrids within forms. While we do get the nifty infinite scroll, sleek spacing, resizable/reorderable columns, and improved accessibility… the alphabet jump bar is gone. To get the jump bar back, you will need to revert back to the previous grid experience. Check out this page to find response to the solutioning. Useful Links Microsoft Events App in a Day Events NEW ! Power Platform Resources Microsoft Power Platform – Microsoft Adoption Power Platform Training Materials Power Platform guidance Adoption Best Practices Power Platform CoE Real-World architecture examples Videos Power CAT Apps & Automate Architecture Series Roadmap and Release Plan Product Roadmap Product Updates Early Access Updates Policy Power Platform Product Updates Power Apps Updates Power Automate Updates Portal Updates Power BI Updates Dynamics 365 Apps What's new in Dynamics 365 Microsoft Dynamics 365 Blog Dynamics 365 CE in the Field Dynamics 365 Resources Dynamics 365 Training Deprecations Important Changes Coming Power Platform Power Apps portals Canvas Apps Customer Stories Dynamics 365 Customer Stories PowerApps Customer Stories Social Twitter: PFE Dynamics YouTube: Dynamics 365 Important changes coming Canvas Apps Power Apps Power Automate Power Apps Portals
  7. Hi everyone, I have something to offer on this now. After some playing around over the past few years, I believe the issue revolves around having our employees show up as contacts in CRM. Sorry if this has been mentioned before. Thís seems to be caused from users adding users as contacts via Outlook which then sync over to CRM and then default tracking starts for these contacts. When I removed these employee contacts records in CRM, I don't see any more emails tracked because they are users now, not contacts. Wondering if anyone else can see if this is the same issue on their end and if what I just mentioned works for you? Much thanks
  8. HI All, Just wanted to get some suggestions, I have a: School Entity (Accounts Entity Renamed) Teacher entity (Contacts Renamed) Student Entity (Contact Entity) My Issue is School can Have many teaches (which is 1: N Relationship) teacher can have many schools (which is 1: N Relationship) Student Can have many teachers and Schools (which is 2 1: N Relationships between teachers and Schools) But when I try to add the same teacher from another school to another school it says, " Completed adding 0 of 2 record(s) but 2 not added because they already have a parent. ", I want to be able to add same teacher in several schools, How can I overcome this issues, please advice. Thanks Jag
  9. Hi, To solve Newtonsoft.json issue follow below blog www.inogic.com/.../ You need to use Result to make your call sync. Debugger/profiler blocks some of external api call during testing.
  10. In my 20-plus years in this CRM business, I have seen my share of “Funnels”. Lead Funnels, Sales Funnels, Delivery Funnels, every kind of business-related funnel you can think of, I have probably seen it. From what I have witnessed, most businesses have no idea how to use them effectively. So, let’s talk about Funnels. The Numbers Game One of the most significant areas I see where customers are consistently missing the mark is in their Sales Funnels. While at the same time tripling their investment in Lead Funnels. The logic seems to go like this; if we currently convert 5% of our Leads into Sales, we just need 10X more Leads. As if somehow, by dramatically increasing the size of a pile of crap, the smell will improve. But, logical as their argument may be, the math does not hold up in execution. If your sales process is working as hard as possible to convert 5% of your Leads, multiplying what gets thrown into that process by ten will not result in a 10X sales increase; more likely, your conversion rate will plummet. And, by the way, multiplying your leads by ten is not cheap or easy to do either. Fixing the Right Problem Don’t get me wrong; Leads are vitally important to any business. But creating a waterfall that you are only capturing a bucket from is more than a waste of money and energy; it could actually be hurting you. If 95% of your Leads are not buying, then something is broken, and shoving more people down a broken path is like shooting a bullet into the head of each of those missed opportunities because they are now dead forever. Today you seldom get a second chance. What is a Healthy Conversion Rate? That depends on many factors, varies widely by industry, and actually starts with your Lead Funnel. Wide funnels will capture a large number of non-prospects. Why do they click or call when they are not valid candidates? Who knows, boredom, bots, etc.? Either way, they are a waste of your resources. This is a common technique employed by many marketing/SEO agencies, creating a wide funnel so they can point to how many leads they generated to justify the continuation of their services. But the number is not important if you only convert a small percentage of them. There are three possible reasons that you are not converting more. Either a) your value proposition is crap, b) your leads are the wrong people, c) your sales funnel sucks, or a combination of these. Your Value Proposition Your perception of your Value Proposition is irrelevant, it is something seen through the eyes of your Prospects, and even highly qualified Prospects will each view it differently. How hard is it to sell your product or services to a qualified lead? If it is too hard, there is something wrong with your value proposition. If it is too easy… there is also something wrong with your value proposition. I am not a buyer of whatever you sell, so having the right value proposition is on you to figure out. Your Leads are the Wrong People Congratulations, if how much money you throw away was the measure… you’re winning! Unfortunately, no amount of unqualified Leads will fix a Conversion problem; instead, it compounds it. This leads us to the real issue. Your Sales Funnel Sucks The good news is that you are not alone; the bad news is that you are failing to convert 95% of your leads. Effective Sales Funnels are elusive things. This is probably why so much money is shoveled into increasingly wider lead funnels in an attempt to overcome the real problem, but it just masks it at best. Too many people think that their Lead Funnel IS their Sales Funnel, which means they are missing a Funnel. In most businesses, Marketing, whose job is to create leads, and Sales, whose job is to close them, are related but completely different things. Sure, one thing “should” feed into the other, but the skill to get someone to click on a Google ad, for example, is a different skill than getting that someone to buy. But they are directly related in that the person creating the leads can make the conversion of that lead easier or harder depending on their skill. For most B2B and many B2C organizations, a seller will take over at some point, and a “Sales Funnel” will ensue even if it does not actually exist. Suppose you don’t have an official Sales Funnel that has been thoughtfully developed. In that case, you actually have a unique unofficial funnel for each salesperson based on their personal knowledge, skill, and history. This is also why you see such a wide disparity of close ratios across your sales team. Building a Sales Funnel First, do you need a CRM to have a Sales Funnel? A Sales Funnel, like a Lead Funnel, will need some steps. Too many people try and skip having any steps other than “get the prospect on the phone a close them!”. But the 1960s are ancient history, and selling today requires more sophistication and finesse. Just getting that prospect on the phone is no easy task now. A logical, systematic process will generate much higher success, and modern CRM solutions are purpose-built for this. If you feel like CRM solutions are too expensive or complicated, you can check out RapidStart CRM to build your Sales Funnel. It is possible to build a Sales Funnel by mirroring the steps and process of your star sellers unless all you have are mediocre sellers. Either way, a good Sales Funnel should start before the Lead Funnel ends. To be proactive, you have to know what is coming, what context they are coming in from, and what they have already been informed of before their arrival in your Sales Funnel. CRM solutions can also be utilized to build and track Lead Funnels, making this visibility much easier. Reactive Sales Funnels always have lower success. A good Sales Funnel can make both your stars and your mediocre sellers better. Automation You may have heard the terms “Sales Enablement” or “Sales Automation”; they are popping up a lot lately. A Sales Funnel is also at the center of these, and varying “Automation” is layered over the Funnel. Applying “Automation” to steps where it makes sense throughout your Sales process can accomplish many things. Among these is a consistency of process. Once you have a working Funnel that generates successful outcomes, you will want to replicate that motion consistently, and nothing is more consistent than automation. Automation is also “instant”, so your process commences immediately when triggered, which is something many customers seem to like. Automation can also multiply the capacity of an existing team, meaning you may not need to hire, and you may be able to shed some dead weight. You have to be certain that your Sales Funnel works before you automate it, or you could automate yourself right out of business. Summary Funnels are not generic, although my advice here is. Effective Funnels will be unique to every business, so, unfortunately, I can’t provide a step-by-step guide in a blog post that would do much good for you. If I tried, it would not be the proper Funnel for you and could cause more harm than good. But, a firm that builds Sales Funnels all the time, like my company, Forceworks , can help you if you need it. The post Let’s Talk About Funnels appeared first on Steve Mordue MVP .
  11. I have an entity form which is not placed under a web page. when user open that edit or read only form i want to have a close button functionality. i did this for web page but the same approach not working for entity form.? please suggest?
  12. What are the requirements?
  13. I have a field called VehicleType on an entity X. on the same entity i am using adx.annotations.html (inserted webresource on section) to upload files to azure blob storage. The requirement is to Auto populate Vehicle Type field value to Note Description.
  14. We are experiencing the same issue and it's a big deal as these emails are confidential between two people in our company and should not be seen by all users in CRM. Did anyone have a solution? We just updated to v9.1.6 and for the most part he app wasn't working to track email. We couldn't log in. However now everything is tracked with setting it to be tracked.
  15. Thanks Amit but there are two issues here: 1) I am not using the Account entity but a custom entity 2) I am actually interested in sorting records by those that have at least one child account, not those that have a parent account. I cannot add a column for child accounts, unfortunately. Any more ideas? ;-)
  16. Hello Tomas, It is possible just add the "Parent" field on the view and then you can sort your view with this field. In the below example Account hierarchy is used i.e. Parent account field will have data if given account have a parent account. But only limitation is that the Account who does not have any parent account but used as parent will also have this logo. Thank you, Amit katariya
  17. Can you help me like what are the conditions needed to achieve this in BPF?
  18. Hello Apocalypse, I'm mostly referring to challenges on in-place upgrading CRM server + CRM database itself. Since you are just in-place upgrading OS and SQL , those doesn't exist. Don't see a problem then with your approach.
  19. I don't think so it will be achieved using BPF. Still you can try.
  20. Is it possible to sort records in a view by the hierarchy icon, i.e. showing first (or last) all the records that have a child or parent record in the hiearchy, and therefore are displayed with the hierarchy icon in views?