Author name: Jonas

Applies to: CRM 2015 on premise and CRM 2015 Online. A common requirement is for the values in one option set to be filtered by the choice of a value in another option set. But having the ability to break this down into 3 optionsets can be a valuable feature. This blog describes one approach […]

Dynamics CRM “Basic” Licenses When Dynamics CRM 2013 launched, Microsoft “restructured” their pricing, which in reality meant increasing it to match their arch rival Salesforce.com.  However, at the same time they also introduced some new license levels which give some additional flexibility when licensing your users.  These extra options have also been carried into Dynamics

Watching Lydia and Stuart here at KMS I have noticed it is often KMS versus A.N Other SalesForce vendor these days. So I thought I would look into it. Microsoft Dynamics CRM Online Microsoft is clearly putting a greater emphasis toward the cloud with new features that appear in Dynamics CRM Online before the on-premises

More and more implementations of Microsoft Dynamics CRM have a requirement to integrate with other systems.  Examples are: Websites – to capture leads or provide a customer portal. Accounts software – to provide sales people with summaries and status information. Partner data sources – importing supplier data. HR Systems – to ensure user information is

A traditional complaint about CRM systems is that the users don’t use them.  If you’ve already invested money in MS Dynamics CRM then this is primarily a management issue, but there is plenty you can do to increase CRM usage within your business by addressing some of the most common gripes: What’s in it for

Why Construction firms are looking to the cloud for CRM   In today’s competitive global market, Construction firms are looking to the cloud for technology that enables flexibility for their business and cost-effectively adds value to their organization. Internet-based hosted solutions provide a way to meet these objectives. They deliver feature-rich productivity tools to users

For some of our customers with large numbers of users on Project-base,the cost of moving over to Dynamics CRM can be a barrier. If there was a way you could have just a few key users using the Dynamics platform, while the majority stay on Project-base – would this be of interest? KMS has developed

Testimonials – see what our customers are saying about us: http://www.kms-software.com/customers/testimonials/ A company that is only interested in making money is a poor company!