TopLine Results released TopLine Maps for Microsoft Dynamics CRM in the spring of 2014. This free add on for Microsoft Dynamics CRM allows users to export contacts and accounts to Google Maps for quick routing and business travel planning.
Check out our YouTube channel for a series of videos highlighting TopLine Maps.
In this final installment in my series about using email templates in Microsoft Dynamics CRM, we will review how to email multiple contacts using a template, also called a mail merge. An email-based mail merge allows you to send an identical email to several contacts at one time, avoiding the repetition of sending out separate emails.
Tired of manually creating a company in Act!? Well if you're not yet on version 16, here's another reason to consider an upgrade! Act! will now automatically create the company for you based on a new configuration setting in your Act! preferences.
One of the biggest improvements in Microsoft Dynamics CRM 2013 is streamlined user interfaces. The new marketing campaign user interface is a time-saving change for marketing professionals. In prior versions, the components of a marketing campaign were segmented into folders containing their own set of activities, requiring multiple clicks to complete a marketing campaign activity.
Act! v16 has added a new feature which allows you to build calculations.
First, what is a calculated field? This is a field you create which relies on two or more fields and a formula to display data.
In the prior post in this series, we reviewed how to create email templates using Microsoft Dynamics CRM 2013. In this article, we will cover some advanced features you may want to use when creating email templates in CRM.
Now that you have learned the basics on how to create an email template, here are few more options to consider:
Attaching a document to your email
Formatting your email content
Using email signatures
Sharing email templates in your organization
Email attachments
You may find that you often include attachments when you send emails.
Would you like to map out the most efficient route for your sales calls directly from CRM? Now you can view a map containing multiple contacts in one view with TopLine Maps for Microsoft Dynamics CRM. This free solution requires no programming or customization and leverages the power of Google Maps with your CRM contacts and accounts.
The TopLine Results YouTube channel is a great free resource for our customers. Our channel features over 30 videos covering topics related to Act! and Microsoft Dynamics CRM. Subscribe to our YouTube channel to get notifications whenever a new video is uploaded.
One of the new features in Act! v16 is the addition of the History List view. The list views in Act! are helpful as you can customize the view to show the information you wish to see and also can print or export the view to Excel. The new History List view allows a user to see histories (completed activities) in a list format.
Effective today, April 28, 2014, we have released an extension for TopLine Designer which allows you to view your custom tables and custom entities in Act! for Web. See below for the download link.
Release notes
Set-up instructions
Note: This only has to be done on the Act! for Web server
Download the file from TopLineDesignerWebV16
Save the zip file to your desktop.