Cloud CRM

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

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 …

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Unveiling Microsoft’s Latest EXP Platform: Microsoft Viva

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 …

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

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? …

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Dynamics 365 Portal Bootstrap

Dynamics 365 Portals offer a multitude of ways to customize the look and feel of your Portal, from an individual page element, to a web page, to modifications that will update your entire portal.  The Bootstrap file offers the most sweeping changes you can make to your entire portal, and it's one of the easiest …

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Integration Design Patterns for Dynamics 365

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 …

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Dynamics 365 Change Data Capture

Recently, our team had the opportunity to work on a project that aims to build out a process for Microsoft Dynamics 365 Change Data Capture from the ground up. Typically, we use popular IPaaS services for this type of integration. Due to the unique requirements of this project, we elected to build a bespoke solution …

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Improving Dynamics 365 Data Integrations with Alternate Keys

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 …

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Syncing Dynamics 365 User Permissions with SharePoint

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 …

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Get ready! Top Dynamics 365 Trends Coming your Way in 2021

2020. A year we will remember. A year that was not quite as we expected it to be - to say the least!  Still, the Earth keeps spinning, the software world keeps evolving, and you don’t want to fall behind.  There are several Dynamics 365 trends out there and you should keep an eye on …

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Dynamics 365 Unified Interface – Unable to Trigger On-Demand Workflows

As customers have moved toward the Dynamics 365 Unified Interface some have experienced issues. One, that was a big impact for a client, was not having the ability to run workflows on-demand from individual records. It was no longer present in the ribbon or more options section of any record. This was causing a huge …

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