Multi-factor Authentication (MFA) is a great first step in tightening data security to prevent a breach of your invaluable Microsoft Dynamics 365 CRM data. Think of how implementing multiple Microsoft Azure 365 identity and access management security measures can exponentially increase your tenant’s protection! In Part 1, we covered best practices surrounding your Azure Portal …
Dynamics CRM for Project ManagementTips on using Advanced Find in Microsoft Dynamics 365
A lot of small and midsize businesses (SMBs) have implemented Microsoft Dynamics 365. The tool is scalable, flexible, automates more than half of the daily tasks, makes the sales pipeline visible, the customer journey shorter, and whatnot. And as I have spent quite a few years in the Dynamics 365 consulting field, I have noticed …
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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 …
Bring Your Golden Image to the Cloud with the Help of a Microsoft Gold Partner
Moving your CRM system to the cloud has numerous benefits: a centralized customer database, instant access to sales opportunities, automated task management processes--the list goes on and on. So while you’re enjoying a more secure, flexible, and accessible CRM system, why not bring those benefits to your endpoint management process? Taking your endpoint management …
Bring Your Golden Image to the Cloud with the Help of a Microsoft Gold Partner Read More »
Top 5 reasons why Attach2Dynamics is preferred document management app within Dynamics 365 CRM for SharePoint, Dropbox and Azure Blob!
One of the important roles of Dynamics 365 CRM is to provide structured document management functionalities. As documents in Dynamics 365 CRM are stored as attachments or Note records, managing large number of documents becomes quite complex. And the higher the size of the database, the costlier it gets for buying more storage. Hence, a …
Can a Microsoft Dynamics 365 User Save Money by Building Their Own Reports?
Companies evaluating Microsoft Dynamics 365 Sales will often ask us, “Can Microsoft Dynamics 365 users build their own reports?” The answer comes down to a couple of factors: What kind of reports do you need? What kind of relevant experience does your team have? By building their own reports, a business could potentially save thousands …
Can a Microsoft Dynamics 365 User Save Money by Building Their Own Reports? Read More »
Pourquoi intégrer vos projets à Microsoft Dynamics 365 Sales
Les ventes et les opérations sont souvent perçues comme étant deux équipes différentes avec des buts distincts, mais il est maintenant plus important que jamais que ces deux groupes travaillent ensemble. Avec des budgets et des délais de plus en plus serrés, les estimations doivent être toujours plus précises, alors que les dates de début …
Pourquoi intégrer vos projets à Microsoft Dynamics 365 Sales Read More »
Why You Should Integrate your Projects to Microsoft Dynamics 365 Sales
Most companies probably look at sales and operations as two different teams with two different sets of goals, but it’s more important than ever for these two groups to work together. As budgets tighten and timelines shorten, estimations have to be even more precise, and the start and end dates have to work with what …
Why You Should Integrate your Projects to Microsoft Dynamics 365 Sales Read More »
Tips on using Advanced Find in Microsoft Dynamics 365
A lot of small and midsize businesses (SMBs) have implemented Microsoft Dynamics 365. The tool is scalable, flexible, automates more than half of the daily tasks, makes the sales pipeline visible, the customer journey shorter, and whatnot. And as I have spent quite a few years in the Dynamics 365 consulting field, I have noticed …
Tips on using Advanced Find in Microsoft Dynamics 365 Read More »
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 …
Bring Your Golden Image to the Cloud with the Help of a Microsoft Gold Partner
Moving your CRM system to the cloud has numerous benefits: a centralized customer database, instant access to sales opportunities, automated task management processes--the list goes on and on. So while you’re enjoying a more secure, flexible, and accessible CRM system, why not bring those benefits to your endpoint management process? Taking your endpoint management …
Bring Your Golden Image to the Cloud with the Help of a Microsoft Gold Partner Read More »
Top 5 reasons why Attach2Dynamics is preferred document management app within Dynamics 365 CRM for SharePoint, Dropbox and Azure Blob!
One of the important roles of Dynamics 365 CRM is to provide structured document management functionalities. As documents in Dynamics 365 CRM are stored as attachments or Note records, managing large number of documents becomes quite complex. And the higher the size of the database, the costlier it gets for buying more storage. Hence, a …
Can a Microsoft Dynamics 365 User Save Money by Building Their Own Reports?
Companies evaluating Microsoft Dynamics 365 Sales will often ask us, “Can Microsoft Dynamics 365 users build their own reports?” The answer comes down to a couple of factors: What kind of reports do you need? What kind of relevant experience does your team have? By building their own reports, a business could potentially save thousands …
Can a Microsoft Dynamics 365 User Save Money by Building Their Own Reports? Read More »
Pourquoi intégrer vos projets à Microsoft Dynamics 365 Sales
Les ventes et les opérations sont souvent perçues comme étant deux équipes différentes avec des buts distincts, mais il est maintenant plus important que jamais que ces deux groupes travaillent ensemble. Avec des budgets et des délais de plus en plus serrés, les estimations doivent être toujours plus précises, alors que les dates de début …
Pourquoi intégrer vos projets à Microsoft Dynamics 365 Sales Read More »
Why You Should Integrate your Projects to Microsoft Dynamics 365 Sales
Most companies probably look at sales and operations as two different teams with two different sets of goals, but it’s more important than ever for these two groups to work together. As budgets tighten and timelines shorten, estimations have to be even more precise, and the start and end dates have to work with what …
Why You Should Integrate your Projects to Microsoft Dynamics 365 Sales Read More »
