Philip Frederick

About Philip Frederick

Philip is an experienced CRM System Administrator and IT Business Analyst. As a TrellisPoint Technical Consultant, he provides clients with expert CRM system consulting and training that enables business results.

Calculating Upcoming Dates in Dynamics 365

A good CRM is about more than just having a sleek system for your employees. It should be a tool used to increase customer satisfaction. Efforts to show that you value your customers go a long way to retain loyalty. This is known as increasing your customer's "lifetime value", referenced in this article by Entrepreneur Magazine. One easy way to develop relationships with your customer is to send them an email on their birthday or for an anniversary. Microsoft's CRM software can easily cater to this strategy. Date fields in Dynamics 365 are a great way of storing historical [...]

By | 2018-04-16T15:40:40+00:00 February 12th, 2018|Uncategorized|0 Comments

Control Dynamics 365 Workflow Execution with Security Roles

Dynamics 365 workflows allow organizations to automate processes without writing code. This is a great tool for companies because automation can be implemented without time consuming custom development. Workflows can do great things in the right hands, but can also be harmful when used incorrectly. Naturally, a company may want to limit execution of only certain processes to certain users or teams. By default, Dynamics has a couple of broad options in terms of limiting workflow execution to certain groups of users. But with a little creativity you can apply very granular level of security to these processes using [...]

By | 2018-02-21T20:05:45+00:00 November 13th, 2017|Uncategorized|0 Comments