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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 »

As a Dynamics 365 CE customizer, I frequently need to work with forms. Now, to create or edit forms, we use a Form editor. This form editor can be accessed from the default solution or an unmanaged solution or command bar. Access form editor through default solution: To access it from the Default Solution, you …

Missing Form Editor through command bar in Microsoft Dynamics 365 Read More »

With the new Unified Interface of Dynamics, there are many new features that became available, which we wanted to see for so long but were never enabled in the platform. One of those features is the Kanban view and Calendar view of an Entity. For those who may not know, Kanban is a Japanese manufacturing term where the supply of components is regulated …

Kanban and Calendar view of Dynamics 365 activities Read More »

Client Relationship Management software isn’t an alien term anymore. Every industry is familiar with it. You must have read several articles, heard talks about how CRM can benefit your small and mid-sized business (SMB), and so on. If you look, you must be receiving a few emails daily about companies offering the best CRM implementation …

Why CRM? The SMB question Read More »

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