In most organizations, sending an email to teams is an activity that is performed daily. As an example, if a new lead comes into the CRM organization, the assigned team needs to be notified, so that they can follow up. Unfortunately, sending an email to a team isn’t a simple task in CRM. It comprises …
Security Error in Microsoft Dynamics 365 Custom Workflow Read More »
The effective management of scheduling resources to perform a task remains a challenge for many organizations despite the increases in automation and productivity. Resource Scheduling Optimization is an add-on capability for Microsoft Dynamics 365 Field Service application that enables field service administrators and dispatchers to automatically schedule work orders and other schedulable records for the …
Resource Scheduling Optimization in Microsoft Dynamics 365 Read More »
It is not easy to choose the right software partner, especially for a custom or customized software project that doesn't have a specific price tag. After 25+ years in this industry, here are two questions I would tell a good friend to ask if he was evaluating a custom development project. "Can you show me …
Two Questions I Would Tell a Friend To Ask Before Hiring a Software Partner Read More »
A sports fan arguably is the ideal client, frequently promoting and communicating about their favorite brand (the team). But using that passion and learning how to manage, communicate and embrace them in a way that can satisfy the team and the fan is easier said than done. Many sports teams rely on CRM software to …
Why is Microsoft Dynamics CRM software important for the sports industry? Read More »
Enhancing one’s productivity is a sure shot way to gain the best results. Be it any field – if your productivity is improved then there is no place for mediocre results. So, what should be done to enhance your Dynamics 365 CRM productivity? Nothing much! Just be a part of our exciting webinars that we …
Just being customer-centric isn’t any added value that an organization has to offer anymore. It is a quintessential feature that underlines the ideals of a company. It has been proven that it is cost-effective to retain old customers and one of the best ways of doing that is taking care of them. This could mean …
After 17 years on the market, our favorite story at Connecting Software is still the story behind our market-leader product CB Dynamics 365 to SharePoint Permissions Replicator. We even have a video on it, but let me get to the point: this story shows what happens when a customer’s need finally reaches the ears of …
The Challenges of Dynamics 365 Document Management and SharePoint Security Read More »
The right CRM system for your bank should allow you to see a complete view of the customer across all departments. This could include bank, residential mortgage, commercial, and wealth management relationships. While a CRM system is great at giving you quick access to data and analytics, it can also be used to drive sales. …
For most industries, operations tend to slow down at a certain time of the year, often during the summer months. If this is the case for you, it might be a good moment to optimize your Microsoft Dynamics 365 CRM platform in time for when things pick up again. If you’re looking for things to …
Microsoft Dynamics 365 CRM Optimization Tips to Fill Your Downtime Read More »
Kanban Board – A Microsoft Preferred App – is what you need when it comes to visualizing Dynamics 365 CRM data in Kanban View. It is available as a control that you can configure for any View in Dynamics 365 CRM and Dataverse environment. The records will be now categorized and systematically arranged in compact …
