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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 CRM

Connecting a legacy system to Dynamics 365

We all know companies that have a legacy system for a long, long time… longer than we think they should. How can we, as consultants or partners, help them move on? The first question that pops to mind is: "Why don't they just get rid of that old software?". You can see the legacy software […]

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Archiving Your Dynamics 365 Data

Archiving Your Dynamics 365 Data One common question asked during a CRM implementation is "what are best practices around data archival for historical data?" My immediate response is "You get the MOST value from your CRM data when it lives in Microsoft Dynamics." Historical data tells a story about your customers, so archiving too much data […]

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Don’t Be Afraid of the Unified Interface Webinar

Unified Interface Webinar We all knew that someday the Dynamics 365  Unified Interface (UI) would be the only interface for all Common Data Service apps. As of October 1, 2020, the legacy web client will be deprecated and you must transition to UI prior to that date.  It is time to embrace the Unified Interface […]

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Best Practices for Business Rules in Microsoft Dynamics 365

What is a Business Rule? Simply put, a Business Rule is a code-free way to apply rules to a form in Dynamics. You can use a Business Rule to set field values, clear field values, set field requirement levels, show or hide fields, enable or disable fields, validate data and show error messages, or create […]

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Plus d’efficacité avec l’intégration entre Microsoft Dynamics 365 Customer Engagement et Microsoft Dynamics 365 Business Central

Les solutions de gestion d’affaires Microsoft Dynamics offrent une plateforme pleinement intégrée à partir de laquelle vous pouvez gérer tous les aspects de votre organisation. Si vous utilisez présentement la solution CRM Microsoft Dynamics 365 Customer Engagement et pensez à faire l’acquisition de Microsoft Dynamics 365 Business Central pour effectuer la gestion de vos opérations […]

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CRM middleware – what it is and how it can work for you

You want to get more out of your CRM. You dream of how much nicer it would be if you could integrate it with this or that piece of software that you use and love. Well, you might not know it, but you are dreaming of CRM middleware! Middleware definition - what is middleware after […]

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5 Ways to Close Deals Faster Using Contract Management Software Integrated with Microsoft Dynamics CRM

According to research by Forrester and Aberdeen, it takes an average of 3.4 weeks to get a contract approved, but using Contract Management software can reduce contract approval time an average of 82%. Deals don’t always close as fast as we’d like. The contract review, approval, and negotiation phase is all too often a sticking […]

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NetHope: Connecting Nonprofits with Microsoft Technology Partners

NetHope Helps Nonprofits Reach Their Goals by Connecting Them with Microsoft Technology Partners Last month, NetHope’s Center for the Digital Nonprofit had an exciting announcement for nonprofit organizations all around the world -- and we’re thrilled to be sharing it here. But first, what is NetHope? And why are those of us here at AKA […]

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Multiple Integration Points between Microsoft Dynamics 365 Customer Engagement and Business Central for Improved Efficiency

Microsoft Dynamics business management solutions offer a fully integrated platform from which you can manage all aspects of your organization. If you are currently using the CRM solution Microsoft Dynamics 365 Customer Engagement and are considering acquiring Microsoft Dynamics 365 Business Central to manage your operations in the cloud or vice-versa, Microsoft has made the […]

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Dynamics 365 Portals – Leverage Liquid and Java Script Custom Code to Enhance Portal Capabilities

Dynamics 365 Portals Dynamics 365 Portals offer a great way to enhance customer experience by extending some CRM configurations directly to the customer.  There comes a time when you may want your portal to perform some action that is beyond the out-of-the-box functionality.  Extending portal functionality often requires custom Java Script and or Liquid code.  […]

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