Power Automate

Top 10 CRM Software Blog Posts in 2020

Despite the whirlwind of challenges that 2020 brought, the CRM community stayed strong. By continuing to collaborate and share best practices, they’ve been able to help companies move forward despite the turbulent times. An important center of collaboration was the blog posts here at the CRM Software Blog. What topics were the most popular with …

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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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Better CRM with Your Microsoft SharePoint Intranet

Having a better intranet is no longer an option, it's a necessity. Clear communication, secure content storage, and advanced knowledge management are only a few of the critical elements to your intranet. There is a big advantage that is important for you: Microsoft’s Sharepoint Intranet can improve your organization and your CRM system.      …

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Improve Your Accounting and Sales End-to-End Process with Dynamics 365 CRM and Dynamics 365 Business Central

Allied Modular Building Systems is a company that has provided specialized modular structures like high-tech robot enclosures, audio sound booths, and portable office spaces to some of the largest companies in the world. Recently, they’ve experienced rapid growth which their outdated and disconnected on-premise solutions couldn’t keep up. This resulted in downtime and a slow …

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Microsoft Power Apps Portals with Virtual Agents in Microsoft Dynamics 365 Customer Engagement: Key Takeaways

With more people working virtually, it is more important than ever to be there for your customers, anywhere, at any time. Empowering people, either inside or outside your organization, to securely access the information they need to engage with your company should be a strategic imperative for any organization. Today there are low code, no …

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Power Automate with Microsoft Dynamics 365: Key Takeaways

Microsoft Power Automate is becoming an increasingly popular tool being used across different industries to streamline repetitive tasks by automated business processes.  I spoke with Larry McCoy, CRM Solution Architect and Technical Consultant at Crowe, to get his perspective on Power Automate and to surface insights and tips on how people are simplifying their workflows. …

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The Retirement of SharePoint 2010 Could Destroy Your CRM Business Processes

How does SharePoint 2010 being discontinued going to effect your CRM system? Find out how one organization thought they were good to go but after running the Modernization Scanner we found 1000's of broken workflows.   If you've been using SharePoint 2010 to manage your CRM system, you might be in trouble. As you may …

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Creating a Social Posts Approval Flow with Dynamics 365 Marketing and Power Automate

Dynamics 365 Marketing is a powerful application within Dynamics 365 that allows for the easy management and deployment of digital marketing campaigns. Included within this is the ability to create and schedule social media posts.. As part of Dynamics 365 and the greater Microsoft suite of business apps, Dynamics 365 Marketing allows for easy integration …

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When You Should—and Shouldn’t—Use Parse JSON Step | Power Automate and Dynamics 365 CRM

When you’re working with data, not only do you need it quickly, but you also need it in a readable format, especially when you’re working with your CRM system. JSON (JavaScript Object Notation) is one way you can get data faster and in a more readable format with little to no coding experience.   JSON …

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Optimisez Microsoft Dynamics 365 Sales pour les services professionnels avec Power Apps et Power Automate

Microsoft Dynamics 365 Sales offre plusieurs fonctionnalités permettant aux ventes de mieux gérer leurs activités quotidiennes, mais chaque organisation a sa recette secrète. Ces processus uniques sont ce qui leur permet de rester compétitives. C’est pour cette raison que Microsoft offre la plateforme Microsoft Power Platform, permettant aux firmes de services professionnels de personnaliser l’application …

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