CRM Software Information

Attaching an SSRS Report in Dynamics 365

Just being customer-centric isn’t any added value that an organization has to offer anymore. It is a quintessential feature that underlines the ideals of a company. It has been proven that it is cost-effective to retain old customers and one of the best ways of doing that is taking care of them. This could mean …

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Microsoft Dynamics 365 CRM Optimization Tips to Fill Your Downtime

For most industries, operations tend to slow down at a certain time of the year, often during the summer months. If this is the case for you, it might be a good moment to optimize your Microsoft Dynamics 365 CRM platform in time for when things pick up again. If you’re looking for things to …

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Three Market Trends Creating a Perfect Storm Around Digital Transformation

I feel three important and influential trends driving digital transformation for businesses across all industries are customer engagement, process automation and analytics. These aren’t new trends by any means, but I feel like the business environment, the technology and the business wherewithal to adopt new technology is coming together at the right time.  These trends …

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5 fonctionnalités du lancement 2021 pour Dynamics 365 Service

Chez JOVACO, nous sommes très enthousiastes de voir la dernière version de Microsoft Dynamics 365 en action. Nous avons parlé récemment de nos fonctionnalités préférées pour les modules Dynamics 365 Sales et Customer Voice, et nous sommes tout aussi excités par le lancement 2021 pour Dynamics 365 Service! Voici donc nos 5 fonctionnalités préférées du …

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Top 5 Features in the Dynamics 365 2021 Spring Release for Service

We’ve been very excited at JOVACO about all the new features now available with the latest release for Microsoft Dynamics 365. We’ve recently talked about our favourite features for the Sales and Customer Voice modules, and we’re just as excited with the 2021 release for Service! Here are our top 5 favourite features from the …

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Plugin error log settings update in Dynamics 365

As a developer, there quite a few times that you need to debug a plugin. Typically for doing that, you might have written some trace statements or you were planning to get the error logs and step through the code in Visual Studio. One thing is common between the two. Both types of debugging need …

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Configuring Different Actions for onClick of Cancel Button and X Button

By Nikhil Rajendran | Reading time 6 mins Recently, I was given a requirement to develop a Xrm.Navigation.openConfirmDialog window. The interesting part of the requirement was that it was not meant to be used as the traditional dialog. The traditional version generally has a “Ok” button and “Cancel” button. OnClick of the Ok button, we can configure …

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The advantages of Dynamics 365 for nonprofits

You may wonder whether nonprofits need a CRM solution? The answer is almost always a ‘Yes!’. Whether it’s a big conglomerate or a small firm or an association, a CRM helps a company manage its contact details, strengthen its relationships and foster new ones. While their serviceability may not appear applicable from a nonprofit stance, CRM …

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Customizing The Opportunity Close Dialog/Form

I have spent quite a few years in the Dynamics CRM domain and have come across more than a few clients requesting to Customize the dialog box that appears when a user clicks on the Opportunity Close button. This is essentially a way to capture the information when the Opportunity is being closed. If it …

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How to Integrate Dynamics 365 Customer Service with WhatsApp for Improved Customer Service

Integrating WhatsApp with Dynamics 365 provides users with a familiar platform and businesses with powerful customer insights.  Thanks to its free services and ease of use, WhatsApp has become a major messaging platform throughout the world. With more than 2 billion users scattered across the globe, the platform sends more than 60 billion messages every …

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