Dynamics CRM/365 Workflow Tips and Tricks

How to Sync Exchange Appointments and Tasks with the Dynamics 365 App for Outlook

One of the many reasons businesses are attracted to Dynamics 365 as a CRM system is because of its easy integration. The solution easily connects to other Microsoft solutions such as Outlook, Office 365, Power BI, and so much more. As a result, users have a centralized hub where they can view and manage all …

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Comparing Instances in a Microsoft Dynamics 365 Environment

One has to be living under a rock for not knowing the versatility and the scalability feature of Microsoft Dynamics 365 CRM in today’s business environment. Compared to the other CRM products that are available in the market, Dynamics 365 stands out as a highly flexible and comprehensive solution provider. The product can be tailor-made as per …

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Document Generation Can Boost Power Platform Capabilities

Sometimes you need IT expertise. But sometimes you can't slow down your entire business because your developers are busy and not available on short notice. Fortunately, in this age of digital transformation and technological evolution, certain tasks that once required a developer are now built-in software applications, empowering non-technical users with new levels of daily …

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Importance of Integrating SharePoint and Dynamics 365 in an SMB

Most often small and mid-sized business (SMB) customers who are implementing (or planning to implement) Dynamics 365, enquire about a platform to store their files, documents, etc.  And another request that comes along with it (obviously) is the integration of that document management system with the CRM system. Now, although Dynamics CRM provides a way …

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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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Setting up a Simple Case Management System on Dynamics

The article assumes that you are a Dynamics consultant and does not try to technically guide you, but guides you so that you can quickly implement without missing key components There are 3 main areas to focus on when setting up Case Management on Dynamics. Case Settings Case creation Parent- Child Cases Queues and Routing Contract/ Service terms Knowledge Management Case …

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La différence entre Microsoft Flow et les workflows du CRM

NB: Microsoft Flow a depuis été renommé Microsoft Power Automate, mais les capacités offertes restent les mêmes.   On a beaucoup entendu parler de « One Microsoft » ces dernières années, une refonte de la structure organisationnelle de Microsoft connectant tous les aspects de la compagnie. En décloisonnant ses départements et équipes, Microsoft cherche à augmenter la …

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Microsoft Flow versus CRM Workflows: What’s the Difference?

Edit: Microsoft Flow has since been renamed Microsoft Power Automate, but the capabilities it offers remain the same.   We’ve heard a lot about “One Microsoft” these past few years, a restructuring of Microsoft’s organizational structure that connects together all aspects of the company. By eliminating silos between departments and teams, Microsoft sought to increase …

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Setting up D365 Sales and SharePoint Integration

Setting up the native SharePoint integration in Dynamics 365 can greatly benefit your organization. SharePoint allows users to store files, organize them, and provide ease of access to their colleagues. One of the biggest upsides of enabling this integration is that SharePoint offers much more storage space then D365 Sales, so you do not need …

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One of the newest services from Microsoft is Flow - a cross application workflow and integration tool very similar to more established services like IFTTT and Zapier. Even though the service has been out of preview only since November 2016 it already integrates more than 80 services, with more coming on each month. January 2017 …

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