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Your partner in turning your vision into technical excellence.

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For over 25 years, we’ve combined our technical expertise with a partnership-focused approach𑁋delivering results that truly speak for themselves.

What truly sets us apart is how we engage with our partners. We take the time to understand what matters most to them, which is why every approach we take is uniquely tailored to their specific solution.

Discovery & Strategy

We kick off every project by working closely with you and your team in a discovery meeting to understand your vision and needs. Depending on the complexity and scale of our proposed solution, we’ll put together a team that includes project managers, designers, developers, or analysts, all tailored to your specific project. We’ll then present those custom solutions, discuss timelines, and clarify data requirements to make sure everyone is aligned from the start.

User Experience Design

Our design process is rooted in understanding your users and their behaviors. We gather user insights through research, interviews, and questionnaires which inform our design decisions. By focusing on user-centered and intentional designs, we create experiences that resonate with your audience.

Software Development

Our team works closely with you to create a solution that is both scalable and cost-effective. We keep the lines of communication open to ensure we're getting quick feedback from you at every stage. This allows us to continuously improve the solution and guarantee that we deliver the best possible results.

Continuous Optimization

As your partner, we view your solution as a long-term asset that we've designed to evolve alongside your growing needs. Projects typically unfold in multiple phases with each phase designed to optimize performance and ensure lasting success. Your dedicated team will equip you with actionable insights and best practices to keep you informed and supported with regular updates and performance improvements.

“Unlike large software companies where you’re just a number, Engage is a partner that listens, communicates, and adapts to our needs—not just for development, but for the years to come. That’s exactly what we were looking for, and we found it in Engage.”

Matt Wells, Vice President Mid-west Truckers Association Inc

Latest News

How to Create an Advanced Find in Microsoft Dynamics CRM

Do you ever look at a view and wish you could tweak it just a little to get exactly the data you want to see?  In this blog post, I’m going to walk you through creating an advanced find that you can then save as a custom view.

What is a view?  A view, simply speaking, is just a list of data that is defined by columns and filters.

Out of the box, Dynamics CRM provides several useful views for the OOB entities like opportunities, leads, etc.  Let’s take a look at the view “Open Opportunities” and modify it some so you can see how powerful and easy advanced finds are.

Open Opportunities View

 

If you click the “advanced find” button I have outlined in red, you’ll get a pop-up box that shows the filter criteria that “Open Opportunities” currently has defined.

Open Opportunities Filter Criteria

 

To add additional filter criteria to this view, we will need to click the details button like I demonstrate in the next screenshot.  Without details selected, you won’t get the option to modify the view.

Filter Criteria Details

 

Next, I’m going to add an additional filter criteria that says I want to only see opportunities, that are open AND belong to Jason Stone.  To accomplish this, I pick the field “Owner”, I set the value to “Equals”, and I choose Jason Stone from a lookup field like shown below.  Finally, I click the little down arrow next to the word “Status” and “Owner” and select both rows.  This will highlight both filters, where I will finally click “Group AND”.

Advanced Find Screenshot

 

I encourage you to give this a try.  Once you get the hang of it, you’ll be able to create views and get exactly the data you want quickly.  As always, feel free to contact me in the comments below if you need any help! Happy CRM’ing J

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