Throughout our CRM and Power BI career, we all would have faced this requirement where we need to secure access to Power BI report data using the Management hierarchy of Dynamics CRM. In simple words, if I am a Manager in CRM with 5 reportees, I should be able to see my own data in the …
Use Dynamics CRM Multi-level Management Hierarchy For Security In PowerBI Read More »
If you’ve been hanging around the Microsoft Dynamics 365, Dynamics GP, or Power Platform community you likely are well aware of DynamicsCon 2021 on March 16-18. As if there wasn’t enough reason to be excited for DynamicsCon, we are happy that our ERP Software Blog members and CRM Software Blog members will be presenting 22 …
22 DynamicsCon Sessions Presented by ERP/CRM Software Blog Members Read More »
For all kinds of businesses, large conglomerates or small and midsize ones, CRM is a familiar term. Anywhere you go, you get to learn about different kinds of CRM software in the market. So why is this craze for CRM that seems to have upsurged in the past few years? What is the need for …
CRM Systems today are becoming more in demand and viewed as a necessary business solution to effectively manage each lead that could result in revenue. Customer Relationship Management (CRM) systems are therefore an effective business tool to ensure the proper tracking, follow up and management of both prospects and existing customers. Today businesses count on …
Today, almost everything is in the cloud. And if your organization isn't yet, you may be missing out on enhanced security, cost savings and new features. Specifically, I'm talking about Dynamics 365 Online vs On-Premise. As you may know, Microsoft has long had an on-premise version of Dynamics 365 which definitely has had its benefits, …
The Benefits of Dynamics 365 Online Versus On-Premise Read More »
Using a Customer Relationship Management (CRM) system is a great way to improve your business. A CRM system, such as Dynamics 365, will provide insights to effectively manage your organization. By storing all of your customer data in one centralized location, a CRM system has the ability to analyze and automate business processes. A few …
Your CRM isn’t just a central hub to manage your customer and prospect relationships. It is loaded with rich data that if analyzed can help you maximize your sales potential and efficiency. There are also additional data sources outside your CRM to extract and synthesize to provide you the full picture — the essential insights …
Power BI Paired with Dynamics 365 CRM — Unleashing Next-Level Insights Read More »
The 2021 Microsoft Power Platform release wave 1 describes all the new features releasing from April 2021 through September 2021 for Power BI, Power Apps, Power Apps portals, Power Automate, Power Virtual Agents, AI Builder, and data integration. The following key dates are subject to possibly change. The document may be viewed online or downloaded …
2021 Microsoft Power Platform Release Wave 1 Highlights Read More »
