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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: Thu, 14 Dec 2017 13:55:01 -0600

 



Get Connected: LinkedIn Sales Navigator meets Dynamics 365

Thu, 14 Dec 2017 13:55:01 -0600

Today’s blog post was written by Kayla Silverstein, Marketing Specialist at Sonoma Partners LinkedIn Sales Navigator is the premiere business tool for targeting buyers, tracking lead changes, and engaging with prospective customers. Many organizations leverage this solution to be smarter...



Using Q & A to Create Reports in Power BI

Wed, 13 Dec 2017 10:08:50 -0600

Today's blog post was written by Brendan Landers, VP of Consulting at Sonoma Partners. Power BI Q&A enables users to ask natural language questions and get answers in the form of visuals or reports automatically created with the data that...



9 Wins for Manufacturers Using Mobile CRM - Part 2: Data To-Go

Mon, 11 Dec 2017 10:30:28 -0600

Today's blog post was written by Kayla Silverstein, Marketing Specialist at Sonoma Partners. In today’s rapidly paced market, manufacturers must push their products in the right place at the right time. Your field sellers are doing the best they can...



The ABC’s of CPQ - Part 1: Advanced Approvals through Discount Schedules

Fri, 08 Dec 2017 10:40:13 -0600

Today’s blog post was written by Justin Concepcion (Developer), Diego Gallego (Developer), and Troy Oliveira (Principal Architect) 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...



Day in the Life: Meet Dibbs

Wed, 06 Dec 2017 09:25:32 -0600

Today's blog post was written by Kayla Silverstein, Marketing Specialist at Sonoma Partners. William “Dibbs” Dibbern shared with us what it’s like to be a developer at Sonoma Partners, his favorite aspects of Sonoma Life, and what it takes to...



Dynamics 365 Defect: Cannot Create Emails in Unified Interface

Wed, 29 Nov 2017 14:14:19 -0600

Today's blog post was written by Angel Shishkov, Principal Developer at Sonoma Partners. Version 9 of Dynamics 365 is out and available for new customers. One of the new features released is a completely new interface called the “Unified Interface”...



iPhone Tip with the Dynamics 365 Mobile Client

Tue, 21 Nov 2017 12:46:41 -0600

Apple's recent iOS 11 update came with an interesting regression bug of how to autocorrect the letter i, even getting a parody on Jimmy Fallon (skip to the 2:34 mark). The bug is now corrected in a recent patch, but...



Power BI Accelerator for XRM Toolbox

Thu, 16 Nov 2017 10:08:41 -0600

Today's blog post and tool were developed and written by Keith Mescha, Principal Architect at Sonoma Partners. The Dynamics CRM community asked, so we are delivering. Power BI Accelerator for the XRM Toolbox is now available for download from our...



9 Wins for Manufacturers Using Mobile CRM - Part 1: Surface Info that Matters

Wed, 15 Nov 2017 08:54:48 -0600

Today’s blog post was written by Kayla Silverstein, Marketing Specialist at Sonoma Partners. To keep up with today’s rapidly paced market, manufacturers must push their products at the right moment, in the right place, at the right time. Your field...



Columbia Distributing Taps into More Effective Sales Management and Operations with CRM

Mon, 13 Nov 2017 08:49:12 -0600

Today's customer success story and interview were completed by Kayla Silverstein, Marketing Specialist at Sonoma Partners. Based in Portland, Oregon, Columbia Distributing serves a customer base of retailers and restauranteurs throughout the Pacific Northwest. Well-known for offering a diverse portfolio...