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  • Improve the agent experience with customer relationship management (Dynamics 365 | CRM) solutions
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Blogs

  • Customer Dynamics® Launches a FastTrack Program around Microsoft Dynamics 365 for Sales

    Kailas Jagtap – Thu, 12 Apr 2018 09:45:00 GMT – 0 comments

    Customer Dynamics® Launches a FastTrack Program around Microsoft Dynamics 365 for Sales

     

    The FastTrack program provides implementation in less than 45 days and is designed to help sales organizations to quickly utilize a leading Customer Relationship Management (CRM) foundation.

     

    Salt Lake City, UT (March 29, 2018)— Customer Dynamics®, a Microexcel® company and a professional services provider of Software-as-a-Service (SaaS) solutions that improve the Customer Experience (CX) and Agent Experience (AX) at contact centers, has launched a FastTrack for Sales program. The program is designed around the Microsoft Dynamics 365 for Sales software and empowers greater adoption for field sales, insides sales, and account managers with vital business processes that eases the interactions with their customers.

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  • Customer Dynamics anounces acquisition by Microexcel

    Ryan Redmond – Fri, 01 Sep 2017 13:59:00 GMT – 0 comments

    Portfolio of Software-as-a-Service Customer Relationship Management solutions to be expanded with strategic acquisition

    Secaucus, NJ and Salt Lake City, UT (August 24, 2017)— Microexcel®, a global provider of technology solutions and services, today announced it has acquired Customer Dynamics, a leading professional services organization with headquarters in Salt Lake City, Utah, that provides Software-as-a-Service (SaaS) solutions to improve the Customer Experience (CX) and Agent Experience (AX) at contact centers. With the acquisition of Customer Dynamics, Microexcel looks to expand its reach within the growing contact center and business process outsourcing industry segments by offering innovative, cloud-based, SaaS solutions for Customer Relationship Management (CRM).

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  • The ribbon item is dependent on ribbon control id

    Hameed Hussain – Wed, 09 Aug 2017 14:00:00 GMT – 510 comments

    The ribbon item 'MSCRMAssistancePSA.invoice.grid.ApproveGroup.Approve.CustomAction' is dependent on ribbon control id='AssistancePSA.invoice.grid.ApproveGroup.Controls'

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  • Prevent double click of a CRM button

    Hameed Hussain – Mon, 10 Jul 2017 14:00:00 GMT – 472 comments

    Often times, we come across a situation where we need to prevent a double click on the button in order for the request NOT to be submitted twice.

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  • Audit History in SSRS Reports

    Hameed Hussain – Fri, 16 Jun 2017 14:00:00 GMT – 792 comments

    In this post, we will discuss about how AuditHistory data can be used in the reports; AttributeMask, ChangeData columns of AuditHistory table, and how it should be used inside a function and a Sql query.

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  • Deleting Managed Solution results in a Sql timeout error

    Hameed Hussain – Thu, 15 Jun 2017 14:00:00 GMT – 355 comments

    In this post, we will discuss about an issue we had recently encountered when deleting a managed solution from the Dynamics 365 CRM on-premise system.
     

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  • Increasing SQL Timeout value broke CRM, with a plug-in execution failed error

    Hameed Hussain – Mon, 12 Jun 2017 14:00:00 GMT – 447 comments

    Recently we ran into this error on Dynamics 365 On-Premise.

    The plug-in execution failed because the Sandbox Client encountered an error during initialization

    The cause of the error was because we played with the registry and web.config on the CRM server. The requirement was to increase the time limit because deleting the managed solution would cause an 'SQL Timeout' error.

    This is what we tried to increase the Sql Timeout value:

    https://support.microsoft.com/en-us/help/918609/a-time-out-occurs-when-you-import-large-customization-files-into-microsoft-dynamics-crm

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  • Favorite USD Links

    Ryan Redmond – Mon, 17 Apr 2017 14:00:00 GMT – 0 comments

    Here are my favorite USD (Unified Service Desk) links:

    • Official USD Blog
    • TechNet Wiki for Troubleshooting USD
    • USD Component Library
    • Configure Client Caching in USD
    • USD Developer’s Guide
    • USD – The book

    Thanks to all of the great tech minds that have produced great content referenced above. I'll update the above list as I find new resources for USD. Hope you find this helpful and Let me know if you have a favorite resource that I should include.

  • USD Overview

    Ryan Redmond – Wed, 12 Apr 2017 14:00:00 GMT – 0 comments

    Extend CRM with Unified Service Desk

    If you already use Microsoft Dynamics CRM, you should consider extending it with Microsoft’s Unified Service Desk (USD) for increased Agent productivity. USD is a configuration based framework that allows call centers to quickly build an agent application from CRM, internal & external web resources, and legacy LOB applications. This streamlines and helps automate the agents desktop, providing a single interface to get a true 360 degrees view of customer data.

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    • CRM
    • incontac
    • Microsoft
    • USD
  • inContact & Microsoft Dynamics - better together

    Ryan Redmond – Mon, 10 Apr 2017 14:00:00 GMT – 0 comments

    One of the most demanding environments a CRM can be deployed in is in a contact center, where speed, precision, reliability, and continuity are key priorities. We’ve helped contact centers implement and optimize Microsoft Dynamics CRM for over a decade, and as a result we’ve worked with dozens of amazing technologies to make them shine in the Dynamics CRM environment.

    Continue reading...

    • CRM
    • inContact
    • Microsoft
    • USD
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