Chris Finnecy

About Chris Finnecy

Chris leads Clients through the lifecycle of their Customer Relationship Management (CRM) project. His primary objective is to direct the CRM project towards profitable and successful implementations by understanding and documenting the clients’ requirements, engaging with software publishers to find the right technical solution, and work in conjunction with technical staff to facilitate the bridge between the technical solution identified and the actual implementation and delivery of that solution. Specialties: CRM Sales, Consulting and Training with Microsoft Dynamics 365 for Sales (CRM) and

Maximizing Sales: Top 3 Benefits of Integrating LinkedIn with Microsoft Dynamics 365

LinkedIn is a no-brainer prospecting tool. With more than 645 million users in over 200 countries, it provides sales professionals with an easy-to-access, easy-to-search database to identify new leads, profile information and potential referral connections. Upon Microsoft’s purchase of the business social media platform in 2006, its usefulness has only compounded for Dynamics 365 for Sales users. Integrating directly with the customer relationship management (CRM) solution, LinkedIn users can now leverage the platform within the Dynamics 365 interface for seamless processes and workflows. So, is your team taking advantage yet? And if not, what are you waiting for? Read [...]

By | 2019-09-20T15:16:16+00:00 September 20th, 2019|Uncategorized|0 Comments

Sync Dynamics 365 (CRM) Appointments Without Sending Notes to Attendees

So, you have adopted the integration between Dynamics 365 (CRM) and Outlook. Using Appointments in CRM is a great way to create meetings that sync effortlessly to your Outlook. However there is a catch in CRM that if you enter meeting notes on the Appointment record. If data is entered in the Notes field, your Appointment attendees are sent an update of the Appointment with the notes you just entered. You may have entered some personal notes that you just don’t want your client or prospect to read. Here is an easy solution. You must have the System Administrator [...]

By | 2018-02-21T20:21:44+00:00 November 6th, 2017|Uncategorized|1 Comment

Update Dynamics 365 for Sales data with Microsoft Excel

Using Microsoft Dynamics 365 (CRM) you can easily update CRM records (Account, Contact, etc.)  using Excel. Modifications can be made if the record being updated has not been modified between your change and the re-imported data.  Similar to the bulk edit function in advanced finds, this method allows you to update multiple records at once. In contrast to the bulk edit function, you can modify more than the 250 record max in the advanced find. The following steps will save you a lot of time if you need to update many records at once. Procedure: Let's use the example [...]

By | 2019-10-23T01:29:35+00:00 October 9th, 2017|Uncategorized|2 Comments