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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

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Kanban Board – Organized card-based view of your PowerApps & Dynamics 365 CRM records!

 Data interpretation and analysis is made easy through visual representation. Visualizing the data has many benefits. Providing visibility to an undergoing work or process through visual tools makes it quicker and easier to process information, understand it and pass it on to relevant parties. Our latest solution - Kanban Board -  is one such […]

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Webinar: Smart way to sync Dynamics 365 CRM security model with SharePoint and manage attachments on cloud storage of your choice!

Document management and security go hand-in-hand. With the growing demand for apps that helps in achieving these remarkable feats, we are delighted to bring to you a live webinar session on two of our most popular apps – Attach2Dynamics and SharePoint Security Sync. Attach2Dynamics is a productivity app that integrates Dynamics 365 CRM with cloud […]

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What About Security between Dynamics 365 and SharePoint?

One of the leading CRM systems nowadays is Microsoft Dynamics 365. Together with SharePoint, it provides great document collaboration features, and many organizations around the world already use them as a duet. In this post, we will discuss how to ensure security settings synchronization between Dynamics 365 and SharePoint. It is going to be very […]

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6 Reasons why your Sales and Service reps must follow an optimized route on map

Maplytics has been growing seamlessly ever since its inception given its list of versatile features. Being a Preferred Solution on Microsoft AppSource, Maplytics is known as a powerful mapping app for Dynamics 365 and PowerApps. Its most prominent features Radius Search, Territory Management, Appointment Planning and Optimized Routing have driven Sales, Service and Marketing teams […]

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How to Setup a Dynamics 365 integration with SharePoint

If you are looking for a CRM / SharePoint integration and the CRM you have is Dynamics 365 Customer Engagement, we have good news for you. Microsoft provides a native SharePoint integration in Dynamics 365. Many companies go ahead with it because getting it to work is pretty straightforward, and there are plenty of benefits. […]

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Schedule Reports, Word and Excel Templates periodically to be sent as email in Dynamics 365 CRM

Dynamics 365 is a very powerful system which enables Sales, Field Service, Customer Service and Marketing teams to perform multitude of functions to expedite the business. In recent past, it has introduced UCI version which helps Dynamics 365 users to not only use it for web, but also in the form of apps. We have […]

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SharePoint Security Sync – A must have app to sync Dynamics 365 CRM & SharePoint Security Permissions

Dynamics 365 CRM and SharePoint integration offers a smooth and easy document management system for businesses around the world. This combination of Dynamics 365 CRM and SharePoint helps organizations to conveniently store and share documents with customers or third parties. It is hassle free, user-oriented and suits the need of every organization for managing documents. […]

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Quickly locate nearby areas around point of impact on map within Dynamics 365 CRM

Dynamics 365 CRM is a very powerful CRM that enables its users to manage Sales, Service and Marketing flawlessly. Given the robust features it offers, one optimum way to perform better would be to further visualize its data on map. As we know Dynamics 365 data has address field associated with it, plotting this data […]

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The Microsoft Dynamics ecosystem for Millennials – 3 revealing questions

Millennials are incredibly tech-savvy and expect software to be highly customizable, easy to integrate and rich in features.   Following from the launch of CRMSoftwareBlog's white paper 21 reasons millennials prefer Microsoft Dynamics, here is our experts' take on the subject.   We focus on mobility, integration and flexibility,while keeping an eye on Dynamics 365 security […]

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Map My Relationships – Get a Mind Map View of your Dynamics 365 CRM Records

Business world is quite dynamic. It constantly keeps on changing. In this changing world maintaining B2B relationships is a constant tactical challenge. If you are not aware of key stakeholders, decision-makers or influencers then you will lose the game. At one moment the deal is in your hand, next moment you are off the deal. […]

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