A View from the TopLine

Dynamics 365 for Outlook: Tracking Details Not Displaying

Dynamics 365 for Outlook: Tracking Details Not Displaying

Recently we have come across a new issue with the Microsoft Dynamics 365 for Outlook app.  Due to a summer update (August Office Insider Update) certain settings will prevent the add-in from displaying the tracking details pane, which is normally found at the bottom of your Outlook window when viewing tracked emails.

Dynamics 365 App View Designer

Dynamics 365 App View Designer

Microsoft Dynamics 365 is a very mature product that has been around for over 15 years now.  It has been enhanced in innumerable ways over its lifespan and it is truly a modern and impressive web app.

However…

Some administrative features are starting to show their age and need a facelift.

How Do You Mitigate CRM Storage Overages?

How Do You Mitigate CRM Storage Overages?

How do you mitigate CRM Storage overages?

Do you have CRM database storage issues? Great! That means your team is using your CRM. They are engaging prospects and clients and have embraced the platform to record their activities and outcomes.

The bad news is that a large CRM database can have issues.

TopLine Results Becomes Zoho CRM Partner

TopLine Results Becomes Zoho CRM Partner

[Pewaukee, Wisconsin – January 21, 2019] – TopLine Results Corporation, a customer relationship management (CRM) consulting firm based in Pewaukee, Wisconsin, announces it is now a Zoho Authorized Partner. Zoho offers a wide-ranging portfolio of business automation products, including Zoho CRM, Zoho Campaigns, SalesIQ, SalesInbox.

Our Top Feature Picks for Zoho Campaigns

Our Top Feature Picks for Zoho Campaigns

TopLine Results recently completed the process of becoming a Zoho Authorized Reseller.  This means we can now support and sell Zoho, which offers a wide-ranging portfolio of business automation products, including Zoho CRM. Zoho is a unique platform that allows you to plug and play a variety of Zoho apps like Zoho CRM, Zoho Campaigns, SalesIQ, SalesInbox.

Act! Perpetual Licensing – Retirement Announcement

Act! Perpetual Licensing – Retirement Announcement

Throughout the long history of Act! (dating back to days of DOS), the software could be purchased by customers in the form of a perpetual license. In today's marketplace, however, the shift has moved toward Software as a Service (SaaS), and subscription licensing has become the norm.

Salesforce Spring ’19 Release: Two Short but Sweet Highlights

Salesforce Spring ’19 Release: Two Short but Sweet Highlights

As a Salesforce partner, this is one of the times of the year I most look forward to! While some may have visions of sugar plums dancing in their heads, I have visions of Salesforce Release Notes dancing on my screen! The beginning of December, while also the lead-up to the holiday season, is also the time of year when Salesforce usually releases the details about the many new features and updates, which will be incorporated into the Spring release.

Adobe Electronic Document Signature with Dynamics 365

Adobe Electronic Document Signature with Dynamics 365

Most businesses need to have their customers sign documents.  Whether it is a receipt for services or an invoice of some sort, proof is needed that a customer agrees to the contents of a written record.  In the past this required pen and paper.  Someone had to print the document, sign it with a pen and return it somehow (via scan/email, fax, mail).

TopLine Results has a proven, simpler, solution for this by using Adobe Sign.

BREAKING NEWS – Act! activation issues: WHAT TO DO?

BREAKING NEWS  – Act! activation issues: WHAT TO DO?

Are you an Act! user on an older version, specifically one developed from 2004 to 2015 (Act! 2005 to v17)? If so, you need to take immediate action to preserve your access to your Act! database. You will need to upgrade to a newer version of Act! or convert to another CRM. Otherwise you are at risk of losing access to your data on January 1, 2019!

Why is this happening?
You may or may not know this, but most software relies on third-party components to add functionality.