Subscribe: Sonoma Partners Microsoft CRM Blog
http://feeds.feedburner.com/typepad/sonoma
Preview: Sonoma Partners Microsoft CRM Blog

Sonoma Partners Microsoft CRM and Salesforce Blog



Blog about Microsoft Dynamics CRM, Salesforce and related technologies from an award-winning consulting firm and authors of the official Microsoft Press books about Microsoft Dynamics CRM



Last Build Date: Mon, 12 Feb 2018 08:37:30 -0600

 



No Code Needed: Requiring Fields when Closing an Opportunity in D365

Mon, 12 Feb 2018 08:37:30 -0600

A recent requirement came up on a project to require specific fields when marking an Opportunity as Won. The reasoning for this request is that you want your sales team to be able to quickly enter their opportunities without having...



Spring '18 Puts Duplicate Detection to Work For You

Mon, 05 Feb 2018 09:05:50 -0600

Today's blog post was written by Troy Oliveira, Principal Architect at Sonoma Partners. CRM systems are all about the data they contain and insights that they provide to users. Good data keeps an organization moving smoothly, but bad data can...



The ABC’s of CPQ – Part 2: Efficiency through Knowing How to Administer

Mon, 29 Jan 2018 14:47:01 -0600

Today’s blog post was written by Justin Concepcion, Diego Gallego, and Troy Oliveira at Sonoma Partners. Salesforce CPQ (formerly Steelbrick) is one of the most advanced Configure-Price-Quote software available on the market today. Built natively on the Salesforce platform, it...



The Core Group, CRM, and Change Management: A Recipe for Sales Success

Wed, 24 Jan 2018 08:26:35 -0600

Today’s blog post was written by Kayla Silverstein, Marketing Specialist at Sonoma Partners. The Core Group is one of the top four national food service agencies in the United States, selling to operators including hospitals, schools, the armed services, and...



9 Wins for Manufacturers Using Mobile CRM – Part 4: Day Management

Mon, 22 Jan 2018 10:47:33 -0600

Today’s blog post was co-authored by Kayla Silverstein, Marketing Specialist at Sonoma Partners. Our mobile manufacturing blog post series outlines the ways in which manufacturing firms can benefit from using CRM on devices. So far we’ve covered how mobile surfaces...



Day in the Life: Meet Tom

Fri, 19 Jan 2018 09:58:30 -0600

Today’s blog post was written by Kayla Silverstein, Marketing Specialist at Sonoma Partners. No two days are alike for a Sonoma Partners Project Manager (PM). We interviewed Tom Demana to get a “snapshot” of what it’s really like to be...



Dynamics 365: Speeding up API Access with the Async Service

Wed, 17 Jan 2018 11:38:34 -0600

Today's blog post was written by Angel Shishkov, Development Principal at Sonoma Partners. When we need to do a recurring custom calculation or integration in CRM, we usually build a console app, or Azure Job. These solutions run on a...



Unable to Login to Dynamics using the SDK?

Mon, 08 Jan 2018 13:13:33 -0600

Today's blog post was written by William "Dibbs" Dibbern, Development Principal at Sonoma Partners. We recently noticed that we were unable to login to a couple Dynamics 365 Online instances using any of our WPF or Powershell-based tooling that leverages...



Dynamic Forms (Community Edition): Now Available in AppSource

Fri, 05 Jan 2018 09:54:18 -0600

Today's blog post was co-authored by Ross Talbot, Development Principal at Sonoma Partners. We are excited to have released our popular Dynamic Forms (Community Edition) to Microsoft's Dynamics 365 AppSource! As a reminder, Dynamic Forms is a useful tool that...



9 Wins for Manufacturers Using Mobile CRM - Part 3: Increase Revenue

Fri, 29 Dec 2017 09:02:38 -0600

Today’s blog post was written by Kayla Silverstein, Marketing Specialist at Sonoma Partners. Field sales teams at manufacturing organizations are doing the best they can to meet with prospective clients while pushing products at the ideal time and place. Is...