Microsoft Dynamics CRM 2016 Task Flow

A task flow is a new business flow process available in CRM 2016 Online.  It is currently in preview so you have to enable the preview option for your organization.  A task flow allows you to guide users through a certain task or set of tasks that have a particular objective.  In the example I’m…

Microsoft MVP Virtual Conference

I was pleased to have the opportunity to participate in the first ever Microsoft MVP Virtual Conference.  For those of you not able to attend, we had a panel of four Microsoft MVP’s to include Alex Fagundes, Chris Cognetta, Shan McArthur and me.  Of course, the topic was the latest release of Microsoft Dynamics CRM.…

What Should You Expect from an Opportunity & Quote Solution?

Does your company have a complex inventory model with product and service dependencies that have corresponding business rules, dependencies or other characteristics that are challenging to remember or change?  Do your Opportunities, Quotes and Orders require your users to add several products and / or services from product inventory?  If so, I highly recommend that…