About Microsoft Dynamics CRM

How Our Client Saved $23K/Year Switching From SalesForce CRM to CRMPlus365

I love showing clients how they can save money. One of our clients owns a small business that was using SalesForce CRM. Unfortunately, the system was unnecessarily complicated and didn't fit their preferred business processes. We introduced them to CRMPlus365, a fully customizable solution that will meet all their small business needs and save them …

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Best Practices For Creating A CRM User Training Plan In An SMB

Purchasing and implementing a new CRM solution can be an exciting yet a challenging endeavor. Your small and mid-sized business (SMB) is keen on taking steps to streamline its workflow, and employees aim to gain new features and tools to assist them during their work. Now, as an SMB, you are a part of this …

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Add The Knowledge Base Search Control To Form In Dynamics 365

I ran into a feature the other day that I thought would be worth writing a blog about. This feature has been around for a while, but I felt that it might be in existence without a lot of us noticing, and will definitely help a lot of us, so here it goes! Why is …

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Explore latest “Open Folder” button to open SharePoint site from within Dynamics 365 CRM

A Preferred App on Microsoft AppSource - Attach2Dynamics makes it possible for you to store and manage Dynamics 365 CRM attachments seamlessly in any or all of these cloud storages at the same time - SharePoint, Dropbox or Azure Blob Storage. Agility and Flexibility are the two factors that this document management app has in …

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5 fonctionnalités du lancement 2021 pour Dynamics 365 Sales

Microsoft Dynamics 365 Sales est une plateforme intégrée qui fournit aux gestionnaires et aux représentants aux ventes tous les outils dont ils ont besoin pour augmenter la performance des ventes. Une meilleure visibilité sur le pipeline et les données clients permet à l’équipe de ventes de bâtir des relations à long terme et d’augmenter leurs …

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Guide on How to Use Custom APIs (now called Custom Actions) to create your own APIs in Dataverse / Power Apps

Microsoft Dynamics 365 CRM has always been at the forefront of business operations and customer engagement by always working on future and path-breaking technologies. It has been empowering organizations to deliver operational excellence by adapting, innovating, and rolling out new features and updates. Be it may Power Platform or Microsoft Dataverse, hullabaloo response can always …

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Console Application For Microsoft Dynamics CRM

As a developer, when working on a Microsoft Dynamics CRM instance you might come across a situation where you might have to update legacy data. I recently came across this situation. Problem: There are 2 sets of Date/Time fields. One set is on the out of the box opportunity entity and another is one of our custom entities – …

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Document Generation Can Boost Power Platform Capabilities

Sometimes you need IT expertise. But sometimes you can't slow down your entire business because your developers are busy and not available on short notice. Fortunately, in this age of digital transformation and technological evolution, certain tasks that once required a developer are now built-in software applications, empowering non-technical users with new levels of daily …

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Working with a CRM Consultant in an SMB

Success in any project or task largely depends on two things:  the manpower available and appropriate expertise.  If your small and midsized business (SMB) lacks either, then it’s time to signal SOS (Save our Souls) for outside help. You also need an independent insight if you are looking for a fresh perspective.  For example, recognizing …

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Top 5 Features of the 2021 Release for Dynamics 365 Sales

Microsoft Dynamics 365 Sales is an integrated platform that provides sales reps and leaders alike with all the tools they need to increase their sales performance. Increased visibility on the pipeline and customer data lets the sales team build long-lasting relationships and increase their revenue numbers. With the first 2021 release for Dynamics 365 Sales …

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