The QuantaCRM Quotable

Dedicated to Microsoft Dynamics 365 Sales CRM News and Information

Email Notification Workflow in Microsoft Dynamics 365

Email notification is very common in workflows. These notification workflows allow updates to be sent to individuals or groups in various scenarios, such as when a case or opportunity has been logged. Prior to setting up the Email Notifications in workflows, make sure...

Microsoft Dynamics 365 for Sales (CRM) Development Roadmap

Are you curious about what enhancements and new features are coming to Dynamics 365? Check the roadmap!   If so, Microsoft has created a website just for you: https://roadmap.dynamics.com/.     Microsoft’s goal is to, “provide a snapshot of what we’re working on.” The...

Missing Site Map Edit Button in Dynamics 365 for Sales

Site maps define the navigation for your app in Dynamics 365. You can easily create a site map for your app by using the tile-based site map designer inside of CRM (now known as Microsoft Dynamics 365 for Sales). In other words, the Site Map Designer is a visual way...

Meet the Dynamics 365 CRM Personalization Superhero

Rise Above Your Evil Competitors with the Dynamics 365 CRM Personalization Superhero   What if we told you that you’d meet a superhero in the next ten minutes? If you’ve already subscribed to the QuantaCRM YouTube channel filled with wacky Dynamics 365 CRM videos,...

XrmToolBox for Dynamics 365 for Sales CRM

XrmToolBox is a free Windows application that you can connect to your Microsoft Dynamics 365 for Sales to assist in customizing your CRM system.   In this article, I will describe how to install XrmToolBox and give an overview of some of its uses for Dynamics 365 for...

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