A View from the TopLine

Dynamics 365 Update – Form and View Redesign

Dynamics 365 Update – Form and View Redesign

New forms and views are here, and they are better than ever! Since the Dynamics CRM 2013 update the user interface has seen many improvements but it has always been white. Now it’s white and …. (drum roll) … grey!

Forms
White and grey may not sound very different from the old forms, but it’s the use of grey that makes a huge difference.

Improve Your Processes with Data

Improve Your Processes with Data

Did you know that the 80/20 rule comes from Vilfredo Pareto, an Italian engineer, sociologist, economist, political scientist, and philosopher, who was born in the mid-1800s? The 80/20 rule, also known as the Pareto principle, was built on observations that 80% of the land in Italy was owned by about 20% of the population.

Merging Duplicates in Microsoft Dynamics 365

Merging Duplicates in Microsoft Dynamics 365

When searching for a company record, you may find that the account has been entered twice. Which one is most accurate, and where should you enter new data? Stop! Don’t enter any additional information until you merge the duplicate records.

Merging records is an easy process that allows you to consolidate any notes and contact records associated with the accounts.

Sharpening the Axe

Sharpening the Axe

Give me six hours to chop down a tree and I will spend the first four sharpening the axe.  -Abraham Lincoln

How many times, at the end of a task, do we wish that we had known how much work it would be before we started?

We all like to check things off our to-do list.

Salesforce Lightning: Instant Search Enhancements

Salesforce Lightning: Instant Search Enhancements

The beginning of the autumn season might conjure excitement about pumpkins and hayrides for most people, but for us here at TopLine Results, we look forward to the changing seasons, because that means that a new Salesforce release is just around the corner!

This year's winter release is scheduled for the beginning of October, and with it comes dozens and dozens of new features to help users work in their Salesforce org more efficiently.

Automate mundane emails to get more done

Automate mundane emails to get more done

Everyone wishes there were more minutes in a day. Between repetitive emails and seemingly endless meetings, it’s hard to find time for important tasks. Thanks to the increasing affordability of enterprise-level IT however, SMBs can start getting at least half of those problems under control with email automation.

CRM tips and tricks for beginners

CRM tips and tricks for beginners

Customer relationship management (CRM) software is essential for every marketing, sales, and customer service department. It allows you to capture your customers’ information and keep a record of their interactions with your business. If you’re new to the concept of CRM, here are some tips and tricks to help you get the most out of it.

Not All Leads Are Created Equal

Not All Leads Are Created Equal

Marketing and sales funnels can take many forms. Generally, funnels start with leads then move to opportunities and finally to sales. Some sales funnels will also include post-sale steps, such as follow-up for after-market products and services.

Not all leads are created equal.