The future of productivity is automation! Organizations that spend less time in busy work and more time in activities like improving customer service, enhancing service/products, increasing market share, etc. are leaps ahead of their competitor. When it comes to CRM, everyday activities like managing large number of subscriptions and generating invoices or sales orders, calculating …
Part 1 – Establishing Connection I recently came across a requirement where I had to create an SSRS report for Dynamics 365 for a client. This doesn’t sound that easy. Even being in the Dynamics CRM field for quite some time, I had faced several issues while creating the report, so I decided to document the process …
This blog is part two of a multipart series on managing views, dashboards, and charts in Dynamics 365 for Customer Engagement. Part one discussed creating a personal view. This blog entry is about understanding charts in Dynamics 365. The next part in this series will discuss dashboards. We will …
What Is Maplytics? Maplytics is a certified mapping and data visualization application for Microsoft Dynamics 365. Providing users with the ability to access mapping data in real time, manage territories and create optimized routes, Maplytics takes the standard map capabilities of Dynamics 365 to a whole new level. By using a seamless integration with Bing …
If your organization provides service, empowering your mobile workforce with the right tools can spell success in the form of customer loyalty and repeat business. With the right systems in place, your workforce can be dispatched sooner, solve problems faster, and close work orders more efficiently. Microsoft Dynamics 365 Field Service is a field service …
3 Real Examples of Microsoft Dynamics 365 Field Service Success Read More »
Try to keep data consistent and accurate between QuickBooks and Dynamics manually is an impossible amount of work. Let’s explore the best practices and tips for getting it done automatically with a QuickBooks and Dynamics 365 integration. Intuit QuickBooks Online is a cloud-based solution for accounting needs that is very popular with small …
QuickBooks and Dynamics 365 CRM Integration: Best Practices and Tips for Success Read More »
Implementing CRM is a daunting task. It sounds easy if you have a reliable Implementation team or a Consultant working with you in your small and midsize business (SMB), to get it done. But trust me, there are so many factors that you have to check before you even begin the CRM implementation. The good news is, …
Using a CRM Checklist for a Successful Implementation in an SMB Read More »
Multi-factor Authentication (MFA) is a great first step in tightening data security to prevent a breach of your invaluable Microsoft Dynamics 365 CRM data. Think of how implementing multiple Microsoft Azure 365 identity and access management security measures can exponentially increase your tenant’s protection! In Part 1, we covered best practices surrounding your Azure Portal …
This blog is part one of a multi-part series on managing views, charts, and dashboards in Dynamics 365. This blog will review the types of views as well as how to create a personal view in Dynamics 365. The next parts will cover creating charts and dashboards as well as sharing them with others in …
When you think of an industry that could “never” allow working from home, banking would be at the top of the list. There are too many security issues involved. Banking systems have social security numbers, account balances, mortgage details. Everything you wouldn’t want to fall into the wrong hands. Last year very few banks had …
The Easier Way For Banks To Handle Data Security While Working Remotely Read More »
