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What’s New in CRM 2016?

Are you ready for 2016? Dynamics CRM 2016 focuses on maximizing customer engagement. Dynamics CRM 2015 offered a simple and seamless user experience across the application that focused on improved productivity of customer-facing employees through applications like Exchange, Excel and OneDrive for Business for easier task management. The 2016 version provides several enhancements with intelligence and mobility features, including integration with applications like BI and Office 365.

Dynamics CRM 2016 presents a unique design for you to manage all your customer-facing activities through a single experience. Toggling between different functions in Excel, writing proposals in Word, accessing documents stored in OneDrive for Business, increasing the productivity of your sales team through Delve; you can do all this and more directly from the CRM platform while improving your customer service process.

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CRMUG Summit 2015: Attend IOTAP Happy Hour & Win An Apple iWatch

Early Bird Discount Ends Sept 15th, RSVP For A Chance To Win An Apple iWatch! Join IOTAP in Reno, Nevada October 13-16 for peer-to-peer training and networking opportunities! CRMUG Summit is the only user-led conference, designed for users by users. It’s your annual opportunity to go deep into your Dynamics CRM questions and find solutions that will maximize your company’s potential to reach the next level. This year, we encourage you to Go All IN and experience: Interactive learning Choose from among 120+ educational breakout sessions. Arrive early and take advantage of optional, instructor-led classroom training. Insightful conversations Get practical knowledge and timely tips, tricks and strategies you can use to get maximum value from Dynamics CRM. Incomparable networking Enjoy nearly unlimited ways to meet and learn from other, knowledgeable users. IOTAP Happy Hour Join us on ...

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New version of Report Scheduler (v11) released for Microsoft Dynamics CRM Online and On-Premise

IOTAP’s Report Scheduler add-on enables easy scheduling of CRM data and works in Microsoft Dynamics CRM Online as well as On-Premise.

Report Scheduler already sends the CRM View data inline in email body in tabular format. With the release of new Version 11 of report scheduler, we have also added the functionality to deliver data via attachments – CSV or TXT files which can be directly opened in Microsoft Excel.The additional CSV attachment option allows the users to directly open data in Microsoft Excel.

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Where Does The Time Go? Keep Track With Our Work 365 Time App!

What happens if an employee is asking for time off during a crucial project delivery time? You risk the project getting delayed and the deadline not being met. Now, with our Work 365 Time App, you can avoid this from happening by enabling employees to enter time, request leave, and plan in advance when they are unavailable to work on a project.

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Resetting the AutoNumber counter automatically at the start of the year or month in Microsoft Dynamics CRM

The IOTAP CRM Advanced Auto-Number add-on for Microsoft Dynamics CRM Online and On-premise is designed to automatically generate a unique reference ID sequence, based on a format that you may configure as you choose. The latest version of Advanced AutoNumber add-on for Microsoft Dynamics CRM allows you to reset the counter automatically at the start of the year or month based on the configuration settings.

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SharePoint App Types: Part 2

SharePoint 2013 is a great development platform that allows customizations via supported extensibility models. There are two ways to add custom functionality to SharePoint 2013: SharePoint Solutions and SharePoint Apps.

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The SharePoint App Model

We are often asked about the SharePoint App Model. What is it? How does it work? When should I use each of the apps? To answer these questions, we will be featuring a multi-part series on the SharePoint App Model, starting with the basics.

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Downloading or Emailing Microsoft Dynamics CRM reports as PDF, word or excel document in just 1 click

The blog provides an easy approach for converting Microsoft Dynamics CRM reports to PDF, word or excel documents

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Creating Quote PDF document in Microsoft Dynamics CRM in just 1 click

The blog explains an easy way to generate quote documents from report in Microsoft Dynamics CRM using 1-Click PDF solution.

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Manage Work365 SharePoint app Licenses from Office store during Product Trial

License Management

In case you buy/try from the Microsoft app store below are the steps to manage licenses:

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