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…

Top 10 Reasons to use IPM

IPM Project Management has a unique environment for managing the day to day operations of project staff. Presented through Outlook, but managed in a MS.SQL database, IPM is able to create, store and track all project communications, RFI’s, drawings and revisions, meeting minutes, change requests, subcontracts and purchase orders to provide a simple but sophisticated…

Creating a New Record From Your Outlook Inbox

Using Dynamics CRM, you can quickly and easily create a new record from an email in your Outlook inbox. If you also have IPM project management, that functionality extends to all the IPM record types as well. With a few simple clicks, you can move from your Outlook inbox to creating new records, and then…

New Ways to Communicate with Office in the Cloud

Microsoft has long been the worldwide leader in productivity software for businesses large and small. For decades, Microsoft Office has been the industry standard, with everyone from large corporations to college students using it nearly every day. Despite the emergence of competitors – such as the open source OpenOffice and Google’s Google Docs – Microsoft…

Configuring Microsoft Dynamics CRM 2015 for Outlook

As a salesperson in your company, you need to be able to get set up with your accounts and begin working as quickly as possible without getting stuck dealing with lengthy configuration and errors. However, yellow notification banners on your CRM should not be cause for worry! Especially now with the many improvements that have…