How Dynamics CRM Report Scheduler Works for You (Even When You’re Not Working)

Motivate your workforce, identify successful programs, do better planning, and grow your business using Microsoft Dynamics CRM Goals Management functionality.  Goal Management will allow you to set Sales, Marketing, Service or any business goals (goals is supported even for Custom entities) for your organization. These goals are measurable, time-bound and ownership based.  Sample goals: Revenue generated (individual, team, organization-wide) Number of customers added No. of products sold Total number of phone-calls made Number of Leads generated and qualified Opportunity conversion from leads Revenue generation from campaigns Total customer service cases resolved Number of new projects added this quarter (that’s my custom goal) Goals are time-based and hence need to be re-created every time they expire. For example, if you have 10 people in your sales team and you define sales goals quarterly then imagine the amount of time you need to spend re-creating...

How many times has the need to duplicate specific lists come up? Record copying in Microsoft Dynamics 365 is not a function that inherently exists even though the need is always there. Manually copying list data is not only a drain on resources and time but also leaves huge room for human error which can be difficult to even locate, let alone go in and fix. Work 365’s Record Clone app, an add-on for Dynamics 365 , allows for one-click duplication of entire marketing lists which you can then modify or customize however you wish and save as a new file. Work 365 Clone App can be configured for any out-of-box entity as well as Custom entities.  Below are the steps needed for cloning a Dynamic marketing list in Dynamics 365 CRM: Step 1 : Configure the lists or records for cloning: This is just a one-time setup step. Please note that only dynamic marketing lists are supported and not static. Step 2 : Click Clone button! Here is a Dynamic marketing list...