About Microsoft Dynamics 365

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 …

Maplytics New Features Read More »

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 …

Keep your Microsoft Dynamics 365 CRM Data Secure – Azure AD Best Practices After MFA – Part 2 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 »

  We recently found an issue in Dynamics 365 where a customer could not add members to a Marketing List From a Saved View in Dynamics 365. Read on to find out why. THE PROBLEM My customer confirmed they had a saved view of contacts that brought up the correct records in advanced find. Second, …

Can’t Add Members to a Marketing List From a Saved View in Dynamics 365 Read More »

We are happy to announce that this year several of our ERP and CRM Software Blog Members are spotlighted as speakers and sponsors of the Worldwide Microsoft Technology User Group - WWMSTUG event held virtually on April 14-15, 2021. WWMSTUG Why Should You Attend? No other digital event covers as many Microsoft applications in two …

CRM Software Blog Members Sponsor & Speak at the Worldwide Microsoft User Group Event – WWMSTUG Read More »

Your Microsoft Dynamics 365 CRM is a database packed with invaluable information on your business.  It deserves the best protection you can provide. From prospects, customers and service issues, purchasing, and so much more, your business can’t function without this information. A security breach that puts this data in the wrong hands would be nothing …

Keep your Microsoft Dynamics 365 CRM Data Secure – Azure AD Best Practices After MFA – Part 1 Read More »

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