From data flows and email flows to customer entitlements and multiple lookups, one company demonstrates the power and versatility contained in Dynamics 365. One of the biggest attractions to today’s CRM solutions is their ability to connect data from across an organization. From purchasing history and customer needs to current pricing and payment information, this …
The Versatility of Microsoft Dynamics 365: Five Real-World Success Stories Read More »
Ever since Microsoft made Power Apps component framework available in 2019, it has become easier for professional developers to create code components for model-driven and canvas apps. With features like reusability of codes, easy configurations, solution awareness, and no need for iframes or additional scripts to control the iframe, it has empowered developers and app …
Best Power Apps Component Framework tips and tricks Read More »
Introduction: There are many organizations where they can employ their own internal team to implement CRM. What if the organization’s IT team is small and doesn’t have the bandwidth to implement CRM? In such a scenario, the company will choose to consider an implementation partner believing that they will receive what they need in a …
What to look for in a CRM Implementation Partner? Read More »
Now-a-days managing data has become quite easy as compared to earlier times mainly due to technology. The availability of many productivity apps have considerably helped business organizations across world with effective management of data. Even our Dynamics 365 CRM friends have a wide range of document management apps at their disposal for managing their CRM …
No more worries about - “How much default space comes with Dynamics 365 CRM online?” Read More »
COVID-19 has changed the way businesses operate along with customers’ expectations and habits. With more and more sales transactions taking place online, organizations need to move fast and anticipate their customers’ needs to stay competitive. As such, the second 2021 release for Microsoft Dynamics 365 Sales focuses on four main areas to provide businesses with …
Microsoft Dynamics 365 Sales 2021 Release Wave 2 Top 5 Features Read More »
Why is Providing Great Customer Service So Important? Do you want your company to be known for providing excellent customer service? It seems like a simple thing or common sense, but it is something you really have to work at. You can have the best product out there, but if your customer service is lacking, …
Microsoft Dynamics 365 Training Have you and your team had proper Dynamics 365 training? Unfortunately in many cases, the answer to this question is no. Training is critical to CRM user adoption. Over 18+ years of experience helping businesses plan, implement and support Dynamics 365 (CRM) we have observed businesses that provide ongoing training achieve …
The long-awaited feature of embedded chat is now in public preview for Microsoft users. The release is part of the 2021 wave two updates planned by Microsoft. Collaboration is critical for businesses looking to provide the best possible experience for customers. Not only must business teams constantly communicate with colleagues but also with stakeholders, customers, …
Throughout our CRM and Power BI career, we all would have faced this requirement where we need to secure access to Power BI report data using the Management hierarchy of Dynamics CRM. In simple words, if I am a Manager in CRM with 5 reportees, I should be able to see my own data in the …
Use Dynamics CRM Multi-level Management Hierarchy For Security In PowerBI Read More »
One area in which Dynamics 365 shines bright is in Case Management. Most of us have experienced the all to familiar situation of having to explain our problem over and over again to numerous support people. If only your issue was recorded the FIRST time you call so you weren’t stuck repeating the same thing. With Case Management …
Case Management in Dynamics 365 Enables You To Provide Seamless Customer Service Read More »
