Dynamics CRM for Project Management

Dynamics CRM Data Management: Audit Management and Clean-up

We had discussed data management (Cleaning up Data in Microsoft Dynamics CRM), in one of our previous posts. In this blog, I would like to talk about audit history – one of the largest data generators in any Microsoft Dynamics CRM instance. Audit history is used to track changes to any records. A typical database row of audit data …

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Updating JavaScript code in Dynamics CRM Made Easy for Developers

Why do we need JavaScript in Dynamics CRM? It helps to implement custom logic by using client-side scripting. We use JavaScript to implement custom logic. For example, getting data from another entity based on a field selection or applying field validation. Why do we need to update JavaScript? The updates depend on the requirements. If …

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Keep your Microsoft Dynamics 365 CRM Data Secure – Azure AD Best Practices After MFA – Part 2

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 …

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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 …

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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 …

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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 …

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Business Technology Summit 2020 & Your CRM

Join us for Utah’s BIGGEST technology event and learn what’s next for businesses facing the challenges of COVID-19.     Today’s businesses are faced with overwhelming challenges and uncharted waters as the effects from COVID-19 continue. Even with some businesses reopening and returning to work, companies must continue to plan for a sudden recurrence in …

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Est-il possible d’économiser en créant vos propres rapports Microsoft Dynamics 365?

Les entreprises qui évaluent Microsoft Dynamics 365 Sales nous demandent souvent si les utilisateurs peuvent créer leurs propres rapports. La réponse dépend de 2 facteurs principaux : Le type de rapports dont vous avez besoin; L’expérience pertinente que votre équipe possède. En créant ses propres rapports, une entreprise peut potentiellement économiser des milliers de dollars. Cependant, …

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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 …

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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 …

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