A Power BI report can tell you how many duplicate records sit in your Dynamics 365 CE environment. It cannot merge a single one. You probably built the report because […]
CRM Add-On ISV Products
Employee benefits agencies can improve CRM adoption by reducing extra data entry, connecting CRM with applications employees already use, and making it easier to capture client activity as part of […]
For many organizations using Microsoft Dynamics 365, connecting sales and marketing starts with making sure both teams have access to the same contact information. Leads are captured, records are updated, […]
Employee benefits brokers need a CRM that integrates with Outlook because so much of the client relationship already happens through email. When Outlook and CRM work together, client communications can […]
Quick Answer You can integrate Dynamics 365 with SharePoint using Microsoft’s native server-based integration in under 30 minutes. This integration shifts your storage for Dynamics 365 documents (from apps such […]
You kick off a bulk duplicate detection job against your Account or Contact table. You want a real number: how many duplicates are actually sitting in this environment. The job […]
oLooking for Microsoft Dynamics partners and ISVs to meet at Community Summit North America 2026? Many CRM Software Blog members are sponsors of this year's Community Summit 2026 event, giving […]
Every Dynamics 365 CE partner has a way of dealing with duplicate records. Nobody starts a migration planning to ship duplicates, and yet almost every project ends up with some […]
Microsoft’s out-of-the-box Lead Qualification does one job well: converting a Lead into an Account, Contact, and Opportunity. The trouble is how many businesses don’t structure their pipeline around Opportunities at […]
If someone asked you right now how many duplicate records are sitting in your Dynamics 365 CE environment, could you answer with a number? Not a guess. Not "probably not […]
Employee benefits agencies can improve CRM adoption by reducing extra data entry, connecting CRM with applications employees already use, and making it easier to capture client activity as part of […]
For many organizations using Microsoft Dynamics 365, connecting sales and marketing starts with making sure both teams have access to the same contact information. Leads are captured, records are updated, […]
Employee benefits brokers need a CRM that integrates with Outlook because so much of the client relationship already happens through email. When Outlook and CRM work together, client communications can […]
Quick Answer You can integrate Dynamics 365 with SharePoint using Microsoft’s native server-based integration in under 30 minutes. This integration shifts your storage for Dynamics 365 documents (from apps such […]
You kick off a bulk duplicate detection job against your Account or Contact table. You want a real number: how many duplicates are actually sitting in this environment. The job […]
oLooking for Microsoft Dynamics partners and ISVs to meet at Community Summit North America 2026? Many CRM Software Blog members are sponsors of this year's Community Summit 2026 event, giving […]
Every Dynamics 365 CE partner has a way of dealing with duplicate records. Nobody starts a migration planning to ship duplicates, and yet almost every project ends up with some […]
Microsoft’s out-of-the-box Lead Qualification does one job well: converting a Lead into an Account, Contact, and Opportunity. The trouble is how many businesses don’t structure their pipeline around Opportunities at […]
If someone asked you right now how many duplicate records are sitting in your Dynamics 365 CE environment, could you answer with a number? Not a guess. Not "probably not […]