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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

About Microsoft Dynamics 365

How to Use Connections in Microsoft Dynamics 365 for Sales

  In this video by our Dynamics 365 CRM support team, we'll look at how to use Connections in Microsoft Dynamics 365 for Sales to create searchable relationships between entities.   Connections add valuable layers of relationship information to your records. For example, you can connect a contact to multiple accounts, which is highly valuable […]

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Important Change to Microsoft Dynamics 365 Update Policy

Microsoft is revising its Dynamics 365 update policy resulting in some important changes for existing customers. In a recent blog post it announced: Two major D365 cloud releases each year will deliver new functions and capabilities Updates will be available from April and October each year Release notes will be published on July 23 for the October 2018 […]

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Can Better Technology Help Network Marketing Teams Reach Their Potential?

The days of distributors selling product out a stockpile in their garage are over. The direct sales and network marketing industry has transformed from that information-poor selling environment to one that is rich in information about the buying and selling behavior of both distributors and customers.   Is your organization effectively using all of this data […]

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Dynamics 365 Client vs App for Outlook

How many times have you checked your eMail today? I'm willing to bet that you're monitoring at least one of your eMail apps while you're reading this blog. The fact that most of us are glued to our eMail makes apps like Outlook an attractive destination to plug in new functionality. Microsoft offers many different […]

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Move Data Between Records that are Not Directly Related

Suppose you want to move data between records that are not directly related, but share a common parent.  Beringer Technology Group's Decimal Field Copy custom workflow can dynamically move values between records like these.   The image above represents a common set of relationships in CRM.  Child A and Child B records belong to two […]

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User Design UX improvements in Microsoft Dynamics 365 Version 9 Customer Engagement Apps

These days technology system improvements are not only about practical new functionality. It is also about making enhancements that help you to enjoy using the system even more. This is a new emerging specialty called User Experience Design (UX). UX is the process of enhancing user satisfaction by improving the usability, accessibility, and pleasure provided […]

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Microsoft Dynamics 365 Version 9 – Unable to Assign Records

Recently, we came across an issue where multiple clients were unable to assign cases, tasks and other various records using the “Assign” button within Microsoft Dynamics 365. Users, including system administrators, would try to use the Assign button from within the record and the page would get stuck “Processing.” This same behavior would occur when […]

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CRM Software Blog Members Contribute to New White Paper

You’ve done your research and learned about the benefits of moving your business processes to the Cloud: increased flexibility, mobility and opportunity.  Now you’re ready to take the plunge. There’s just one more step to take before you start. To prepare you for a successful transition we asked members of our ERP/CRM/Cloud Software Blogs to […]

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Duplicated Entity Names when Creating Business Process Flows in Dynamics 365

Microsoft Dynamics introduced Business Process Flows (BPFs) in their 2013 version and they have been improving them ever since. They are an easily configurable feature that can seamlessly guide your users through YOUR business processes. Our own CRM Nerd wrote a great blog recently that outlines how awesome BPFs are, especially for end user adoption.   The […]

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Augmentez vos ventes et l’engagement de vos clients avec Microsoft Dynamics 365 pour le marketing

Ça fait longtemps que nous l’attendions : la solution d’automatisation du marketing de Microsoft, Microsoft Dynamics 365 pour le marketing, est finalement disponible. Elle fournit maintenant aux organisations tous les outils nécessaires pour automatiser leurs campagnes marketing, obtenir de meilleurs aperçus sur leur clientèle et augmenter la performance de leur équipe de ventes. Bâtie sur […]

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