Cloud CRM

  Today, almost everything is in the cloud. And if your organization isn't yet, you may be missing out on enhanced security, cost savings and new features. Specifically, I'm talking about Dynamics 365 Online vs On-Premise. As you may know, Microsoft has long had an on-premise version of Dynamics 365 which definitely has had its benefits, …

The Benefits of Dynamics 365 Online Versus On-Premise Read More »

An upset customer calls. My system is down! This feature doesn’t work! While many issues are open and closed cases (or are the result of user error), there may be bugs that need to be addressed by the development team. Having a centralized place for your customer information is just one CRM function. Your CRM …

How Microsoft Azure DevOps and Dynamics 365 CRM Work Together to Improve Service Responsiveness Read More »

The way we work has changed dramatically since the outbreak of COVID-19. With the majority of the workforce working from home or in a hybrid environment, many businesses are relying on their CRM system to help them navigate through the challenges of this global pandemic. The valuable data insights contained in CRM technology like Microsoft …

Unveiling Microsoft’s Latest EXP Platform: Microsoft Viva Read More »

The Microsoft Power Platform is ever evolving! A few years ago we published an article on the use of one of its services call the Common Data Service. Well, Microsoft is now rebranding that as Dataverse. Same great features, but with a new name and updated terminology to appeal to the masses. What is it? …

Power Platform and the Rebranding of Common Data Service as Microsoft Dataverse Read More »

Is it best to have your team do it all in your CRM system or to "delegate" some tasks to other systems? Is CRM integration good or bad? It’s no secret that efficiency is key to increasing profit and staying ahead of competitors. But maintaining efficiency is easier said than done.  In fact, 69% of workers waste up …

Have You Wondered How You Can Get More Out of Your CRM System? Read More »

Data migration and integration in Microsoft Dynamics 365 can be complicated because data is often more complex than people realize. When delivering a new implementation of Dynamics 365, or when considering making your CRM system communicate with other IT systems, a proper design for data migration and/or integration is key to success.   Let’s start …

Integration Design Patterns for Dynamics 365 Read More »

Dynamics 365 Data integrations is something that we're quite familiar with - whether it's a custom integration tailored for one of our customers or it's utilizing our popular pre-built solution CRM For Distribution.  Microsoft added alternate key support to Dynamics 365, which allows us to greatly improve integration speed. The challenge One challenge that we've had …

Improving Dynamics 365 Data Integrations with Alternate Keys Read More »

Today, it seems that most companies are using more than one business application. Each application has its own unique features and provides value to different departments. To improve user adoption, some of the applications are likely integrated with one another.  This could be either natively or with a custom integration built at the hands of …

Syncing Dynamics 365 User Permissions with SharePoint Read More »

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