dynamics 365 activities

Best Practices for Activity Management in Office 365 and Dynamics 365

Many of our clients ask us how best to handle the various activities available within the Dynamics 365 suite, especially with the crossover to Office 365. While there are no “set in stone” rules, we have put together some best practices suggestions, based on the functionality available within different programs. So, the question is… What…

How to Install Microsoft Dynamics CRM 2016 for Office Outlook Add-in

In this blog, Talina Galloway, SBS Group’s CRM team lead, outlines how to uninstall your old version of Microsoft Dynamics CRM for Microsoft Office Outlook, and install the latest 2016 version. Step One: Uninstall the old Microsoft Dynamics CRM for Microsoft Office Outlook add-in Applies to Microsoft Dynamics CRM 2011 for Microsoft Office Outlook, Microsoft Dynamics CRM 2013…

Microsoft Dynamics CRM Compatibility

Have you ever wondered what software is compatible with your current version of Microsoft Dynamics CRM? Have you had issues with the software you used in your previous version of CRM? Do you want to know if the issue is one of compatibility? Well, you’ve come to the right place. Below are compatibility links to help…