Tag: CRM

BYOD- Bring Your Own Device

Businesses are constantly seeking creative ways to maximize capital and decrease operating expenses. One tactic that is catching momentum is requiring or allowing employees to

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#UC2016 – Take a look back at our CRM Track

KTL Solutions celebrated their 11th annual Empower the User Conference on May 19th at the Microsoft Center in Reston, Va.  This year, as in year’s past, KTL brought 3 unique tracks to the event allowing users to customize their own experience and gain the knowledge they deemed the most valuable.  However, we understand that not everyone could make it to all of their sessions. Below is a breakdown of what you may have missed from the CRM Track at UC 2016.

 

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Third-Party Phobia

If you have ever attended Microsoft Convergence (may it rest in peace) and have walked the expo hall, then you are aware of the hundreds, even thousands of add-on products to Microsoft Dynamics. Any industry, any problem – there’s a product for it. However, some people are still against the idea of using third-party products. Why is that? Here are some third-party phobic myths I hear often.

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CRM ISV Spotlight: Dynamics CRM 2016 Workflow Tools

Dynamics CRM has come a long way to become an established, and at the same time an evolving platform. There are several ISV solutions that have extended Dynamics CRM beyond a traditional CRM and provided many vertical solutions. One of the ISV solutions I would like to highlight today is “Dynamics CRM 2016 Workflow Tools” by demian_rasko on CodePlex. Like a lot of CRM add-on solutions on CodePlex, this one provides additional functionality at the CRM platform level; and the best part – it is free. This solution is available for Dynamics CRM On-Premises and Dynamics CRM Online, as well as a managed solution. Besides all these benefits, the source code behind this solution is open source, so if you are a developer then you can certainly extend it further to your requirements and add/contribute to this community.

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The Two Power Players – Power BI and CRM



At the 11th Annual KTL User Conference, I will be presenting a session on Power BI and Dynamics CRM data.  The main goal is to give users an easy way to present information in a timely and simple-to-understand format.  In the session, using Power BI, we will cover the process of building and accessing refreshable dashboards with information from Dynamics CRM and Dynamics GP.  In the session we will discuss/demo the following:

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