Microsoft Dynamics CRM 2016 Now Available: Ushering in a New Era of Intelligent Customer Engagement

Microsoft Dynamics CRM 2016 is now available!  The new release is not only our most comprehensive ever, but it also represents a huge leap forward in our journey to deliver intelligent customer engagement. Over the past few years, we have been focused on transforming our CRM offerings to leverage the full power of Microsoft – harnessing […]

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 […]

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 […]

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. For example, you could select: 1. Account: ACC-000006-0515 (The prefix, ACC, is chosen as an identifier by the user; the six digits in the […]

The SharePoint App Model

The SharePoint App Model As a provider of SharePoint Apps like Work365 Suite we are often asked about how our applications are built. This often leads us to the conversation 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 […]

Upgrading to Microsoft Dynamics CRM 2015 Compatible Add-ons

We are happy to let you know that all our add-ons are now compatible with Microsoft Dynamics CRM 2015. This 2015 compatible version has been released as a separate solution file which the keyword “2015” in the file name for easy identification. Our existing add-on customers who are on the active support are entitled to a free upgrade to […]