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Microsoft Dynamics CRM Training

Dynamics 365 Unified Interface – Unable to Trigger On-Demand Workflows

As customers have moved toward the Dynamics 365 Unified Interface some have experienced issues. One, that was a big impact for a client, was not having the ability to run workflows on-demand from individual records. It was no longer present in the ribbon or more options section of any record. This was causing a huge […]

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Auto Scheduling, Territory Management and More Exciting Updates in your Favorite Maps Integration App for Dynamics 365 CRM/Power Apps December Release!

Prepare to become more of a fan of your favorite mapping solution within Dynamics 365 CRM / Power Apps with Maplytic’s December 2020 release! This release is dedicated to enhance popular features that are highly useful to the management teams. The advancements to the features in this release will allow managers to optimize the creation […]

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Keeping Up With Microsoft Dynamics 365 Storage

As Microsoft continues to blur the lines between Dynamics and PowerApps, so does it continue to redefine how Common Data Service (now the Dataverse) storage is measured and billed. In the age of Coronavirus and remote work, cloud solutions like Dynamics 365 are going to be more important than ever for business continuity. Keeping up […]

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DocuSign integration with SharePoint Security Sync for Dynamics 365 CRM

SharePoint Security Sync – one of our Preferred Apps on Microsoft AppSource – is a comprehensive solution for integrating Dynamics 365 CRM / Power Apps with SharePoint for document management. Now with its latest feature, SharePoint Security Sync has added yet another feather to its cap and is on the way of becoming one of […]

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5 Features for Savvy Email Marketing with Dynamics 365 Marketing CRM

Applying the appropriate strategies to email marketing can be complicated, but it doesn’t have to be. Implementing comprehensive CRM solutions like Microsoft Dynamics 365 Marketing with apps that support marketing operations can help.   When evaluating email marketing efforts, it can often lead to this deceptively short-and-sweet question: “Is it working?”   Without the right […]

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Virtual Training During Covid-19: 5 Tips for CRM Professionals

The world is adjusting to a new reality that was unimaginable three months ago. COVID-19 has altered every aspect of our lives, introducing abrupt changes to the way businesses and communities operate. Everyone is adapting to virtual work and plans have certainly changed for in-person conferences, trainings, and seminars across all industries. The COVID-19 crisis offers an important […]

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How to Upload Business Cards into Dynamics 365 for Sales

How to Upload a Business Card in Dynamics 365 for Sales   The best thing about Dynamics 365 for Sales is how easy it is to add a lead into the system. Since the only required fields to add a lead are Topic and the Last name this makes it quicker to add a lead […]

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Dynamics 365 Team Member License Changes

Dynamics 365 Team Member License Changes - the party's over... Well, not over but being scaled back. Team Member licenses for Dynamics 365 are a light-use license providing access to only main areas of the product - Account, Contact, Activities etc. Users with Team Member licensing are not supposed to be able to use sales, […]

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Dynamics365 App for Outlook Webinar

    Most business users respond to emails all day long. Oftentimes these emails dictate which tasks you focus on and help you to prioritize the tasks you need to work on. The main way you communicate with your customers and coworkers is email, so doesn't it make sense that your email would be integrated […]

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Work 365 Handles Microsoft’s Control Panel Vendor Program Security Requirements And MFA

Control Panel Vendor Program Microsoft recently announced new mandatory security requirements that tackle potential security risks from unauthorized access to the Microsoft Partner Center, the CPV program. A Control Panel Vendor (CPV) is an independent software vendor that develops applications for use by Cloud Solution Provider (CSP) partners to enable them to integrate their systems with Partner Center […]

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