Category: Product Catalog

Introduction to Project Service in CRM 2016 Update 1

One of the most highly anticipated releases including in Microsoft Dynamics CRM 2016 Update 1 was the introduction of Project Service. The demos and introductions that Microsoft have given us glimpses of in the past 2-3 months have been amazing and really exciting. What is there not to be excited about when there is the pre-made solution available to Dynamics CRM users to be able to quote for and manage projects using tools that provide profitability...


Product Catalog changes in CRM 2015 : Visual Hierarchies, Product Properties, Inheritance & more…

Following on from my previous post of an infographic detailing some of the improvements in the Product Catalog in CRM 2015, this blog post aims to go into more detail and provide some advice on how to get the best out of the new product catalog out from a configuration point of view. Using the infographic as a base, I’ll springboard off that to form a structure to the post. The Product Catalog in it’s own...


The enhanced CRM 2015 Product Catalog in 6 Steps (infographic)

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An Infographic that displays the improvements of the CRM 2015 Product Catalog. A more detailed blog post to follow in the next week For a slightly larger version – Right Click > View Image   ©Made by CRMCAT: you are welcome to distribute this image to all humans and cats alike.


7 Awesome new things in Dynamics CRM 2015

Product Heirarchy

CRM 2015 is now available, and if you create a new trial of Dynamics CRM you will be taken straight to CRM 2015 to experience these changes for yourselves. I recommend you doing this just so you can see what it is like for yourself. The changes includes awesome features including being able to search anywhere in the system for anything, advanced find being available from anywhere to custom help pages. Read more to find out.....