About Microsoft Dynamics 365

3 CRM Strategies to Support Remote Working

Last year certainly was a year like no other. While many businesses struggled to stay afloat, others were able to adapt and keep going by allowing their employees to work remotely. This year, things are slowly opening up and hopefully getting back to normal.  But moving your team back to working at the office may …

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Configuring Different Actions for onClick of Cancel Button and X Button

By Nikhil Rajendran | Reading time 6 mins Recently, I was given a requirement to develop a Xrm.Navigation.openConfirmDialog window. The interesting part of the requirement was that it was not meant to be used as the traditional dialog. The traditional version generally has a “Ok” button and “Cancel” button. OnClick of the Ok button, we can configure …

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Why Today’s CRMs Don’t Work For Small Businesses

How Simple Is Your Small Business CRM? It should come as no surprise that all of today’s leading CRM systems available on the market are designed and produced by massive Fortune 500 companies. Salesforce CRM, Microsoft Dynamics 365, and the like are all produced by massive multinational corporations. Now, what exactly does a Fortune 500 …

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Managing Donor Data In Nonprofits With Dynamics 365

Maintaining and building relationships is vital for nonprofits. They need to be in touch with stakeholders, donors, sponsors, volunteers, and members at the right time and foster relationships ensuring that the mission objectives are rightfully met. A lot of nonprofit organizations face challenges around maintaining relationships. Microsoft Dynamics 365 provides a relationship management system that …

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JourneyTEAM Uses Dynamics 365 Marketing to Plan Annual Event

Companies today live in an interesting time. So many product offerings and services are so similar that customers now have plenty of choices. While in the past, customers would have selected the best or cheapest product, they’re no longer doing so. Instead, customers are all about who provides the best experience.     Thanks to technologies …

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Updating JavaScript code in Dynamics CRM Made Easy for Developers

Why do we need JavaScript in Dynamics CRM? It helps to implement custom logic by using client-side scripting. We use JavaScript to implement custom logic. For example, getting data from another entity based on a field selection or applying field validation. Why do we need to update JavaScript? The updates depend on the requirements. If …

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Issues with the Dynamics App for Outlook (Lightweight App)

  The Dynamics App for Outlook is a great application that is pushed to Outlook to integrate data between Outlook and Dynamics 365. Emails, Appointments, Contacts are a few examples of data that can flow between the applications. Information can be input/updated in Outlook and synchronized to Dynamics 365 so users do not need to …

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Data Management in Nonprofits With Microsoft Dynamics 365

Microsoft Dynamics CRM 365 helps nonprofits to build strong relationships with donors, volunteers, and clients daily. They have created a solution that changes a powerful sales and marketing tool into a robust CRM tailored to non-profit needs. It provides a powerful yet user-friendly solution that can accelerate your operations which is both flexible and budget effective …

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How Dynamics 365 Can Help Your Reps Become Super Sellers

Your sales reps want to sell. Plain and simple. So, you need to provide them with the tools they need to be successful. It will keep them productive and happy, and it will benefit your business. Without the right technology and processes, your team will have great difficulty meeting the hurdles of selling in a …

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How AI, IoT and Blockchain Technology Can Empower Your Organization in 2021 and Beyond

We are almost halfway through 2021 and it is time to look beyond to see which innovative technologies will help us thrive in the future. Following the launch of CRM Software Blog's white paper Next-Gen Tech for the Rest of Us, here is our experts' take on the subject.  Let’s focus on three use cases:  Improve Sales with AI …

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