Clik here to view.
Realize IoT Benefits Without Heartache with Microsoft Azure
We write about the Internet of Things (IoT) often at Clients First Business Solutions as we believe this new technology it is a win-win for the manufacturing and maintenance, repair and overhaul (MRO)...
View ArticleClik here to view.
An Engaged Sales Team is no longer a Fantasy!
With the recent acquisition of Incent Games Inc., Microsoft is now the owner of FantasySalesTeam.Included free with a professional license of Microsoft Dynamics CRM this innovative platform can help...
View ArticleClik here to view.
How to Plan for Microsoft Dynamics GP Implementation
An ERP implementation is one of the most difficult challenges a company can weather together. Keeping the process on-schedule and under-budget can be challenging, but it is possible. Follow these steps...
View ArticleClik here to view.
WebSan Presents: “Microsoft’s Power BI” Webinar
View our free webinars Sign up for WebSan UniversityDownload a FREE Demo On Thursday, December 17th, at 2:30 PM, WebSan will present a free webinar to give an inside look at Microsoft’s Power BI...
View ArticleClik here to view.
Tip of the Month: Did you Know? Auto-Lock Documents Generated thru Dynamics GP
Recently we found out that the GP Web Client cannot generate an email with a .pdf document attached (this may be rectified when the Web Client moves to html in GP 2016). Our users still want to use...
View ArticleClik here to view.
6 Steps for a Successful Document Management Implementation
Your new document management solution implementation is underway. And, while you can’t always guarantee success, you can take steps to make sure that your new software deployment will be smooth and...
View ArticleClik here to view.
CRM 2016 back button built-in within record
As many of as come across the situation where we have to go back to previous screen from the current record. In order to that in crm 2011/2013/2015 we have to click on browser back button. But in crm...
View ArticleClik here to view.
Switch to Dynamics CRM in 2016
Are you thinking of making the switch to Dynamics CRM in 2016? For many organisations taking the next step to a new CRM solution can revolutionize it, helping it to become more efficient, joined up...
View ArticleClik here to view.
Dynamics CRM 2016 New Documentation, Videos and HOW TO GET IT!
Microsoft has been talking about the new release of Dynamics CRM 2016 for months now and it is finally out - along with a TON of documentation and videos. Most of the documentation pieces not only...
View ArticleClik here to view.
AX 2012- Workflow
Please find the details of the “AX 2012- Workflow” workshop below.AgendaIntroduction to WorkflowEnhancements to workflow with AX 2012AX 2012 Workflow ArchitectureDemo Simple WorkflowLine Item...
View ArticleClik here to view.
Help Your CFO Manage Spending in 2016 with Better Budget Visibility
New year, new budget, but will your CFO really have the tools to ensure that employees and approvers adhere to that new budget? Maybe it’s time to research business software solutions that will help...
View ArticleClik here to view.
Convert to Case: Displaying email contents
There are two ways to create case from an incoming email: Automatic record creation rules Convert to Case button in the email command bar Once a case is created, there may be so many other...(read more)
View ArticleClik here to view.
The Sales Manager’s Pains
This article is an abstract from the CRM Chronicles in the Gestisoft blog... Most sales team managers are very busy people weighed down by major responsibilities, including the company’s success....
View ArticleClik here to view.
The Power BI Evolution: Improved Experience for the End User, but Also for...
"5 seconds to sign up. 5 minutes to wow!" So read a banner that Microsoft hung up in 2014 when it began development of its Power BI service. It would be a SaaS-based business intelligence and analytics...
View ArticleClik here to view.
The Power BI Evolution: Improved Experience for the End User, but Also for...
" 5 seconds to sign up. 5 minutes to wow!" So read a banner that Microsoft hung up in 2014 when it began development of its Power BI service. It would be a SaaS-based business intelligence and...
View ArticleClik here to view.
The Power BI Evolution: Improved Experience for the End User, but Also for...
"5 seconds to sign up. 5 minutes to wow!" So read a banner that Microsoft hung up in 2014 when it began development of its Power BI service. It would be a SaaS-based business intelligence and analytics...
View ArticleClik here to view.
December 11 Blog Review
This time of year is very busy with parties and gifts. So we will keep this quick so you can rush off to your cookie exchange. Microsoft sent us the gift of CRM 2016 last week. This week came all of...
View ArticleClik here to view.
MPOS Adding a New Product to a Category Listing
In MPOS if you want to use categories, catalogs must be setup and validated. See the below TechNet article on setting up Catalogshttps://technet.microsoft.com/en-us/library/jj728723.aspxSee the...
View ArticleClik here to view.
Awareness | Worldwide | Payments | Planned Maintenance for Dynamics Online...
The Service Engineering team will be doing planned maintenance on the Payments Service. The maintenance will start at 06:00 AM UTC on December 18th through 4:00 PM on December 18th. Customers may...
View ArticleClik here to view.
USD 2.0 – Client Install
Unified Service Desk (USD) 2.0, recently released from the CRM 2016 release comes with a new installer. I will cover installing the server package in another post, here I will concentrate on the...
View Article