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Some helpful tricks of Dynamics CRM 2016 to make your business easy.

By Abhay Choudhary on 10/30/2016

We all realize that having an effective Dynamics CRM system works wonders for client benefits and maintaining streamlined internal business activities, however with the new MS CRM 2016 upgrade you may find up thinking about whether there are any more effective tricks to improve business operations.

AUTOSAVE

As a dependable guideline, AutoSave is consequently set up on all Microsoft CRM systems to improve the user experience and give users a little peace of mind. However sometimes AutoSave make it easier for mistakes to accidentally save in your system or copy records to be made. By turning off this features it forces clients to intentionally save their work so that you can be certain that what is entered into the system is the data that was untended.

ENABLE BING MAP

Keeping track on locations is a significant piece of Microsoft Dynamics CRM that allow clients to monitor their contacts locations and mailing addresses. This field is very important for many CRM activities, and one useful settings trick that CRM 2016 permits us to enable is the display of your address on Bing Maps, right on your screen. This is extremely useful if you are looking to see a visual of where your account, contact or lead is situated in connection to your business.

GLOBAL SEARCH

The Global search is an extraordinary tool to simplify operations in Microsoft Dynamics CRM 2016 and allows users to automatically look for any record in the system. All result for accounts, clients, contacts, etc. can be found in a particular search, and however in this features default setting, there are only a few options visible to your users. By going settings, you can modify your worldwide search module to include frequently searched fields, eliminate the categories you don’t utilize frequently or even add more to your global search.

 

Dynamics CRM
MS CRM 2016
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