We have often heard employees complaining about how hard it is to schedule meetings as some employees are busy with other meetings or on leave. When we do not know other team members' schedules, finalizing a time that everyone can join is difficult. Especially when working from home, it is hard to communicate such small …

Top 5 Industries That Can Benefit From Dynamics 365 Calendar Read More »

There are industries like pharma, insurance, banking, and many more whose main business comes from on-field representatives. They are pillars for such industries. But they usually face challenges while communicating with their team members. Also, calling them for every small detail is time-consuming and not a feasible solution for both parties.  However, Dynamics users have …

8 Benefits of Map Integration on Dynamics 365 Read More »

Microsoft Power Apps, through the Power Platform, provides tools for customizers to make the most granular adjustments to a system.  Furthermore, a canvas app can be used to augment a particular model-driven app or even a portal.  Within a canvas app, data is displayed primarily through fields on galleries and forms.  This is important because …

Use forms in Multiple Galleries with Microsoft Power Apps Read More »

As a Preferred App on Microsoft AppSource, User Adoption Monitor, tracks and monitors the actions performed by enabled users in Microsoft Dynamics 365 CRM. It is an effective tool used by managers or administrators for monitoring Microsoft Dynamics CRM user adoption. How? Let’s find out from the below scenario. Mark is the Senior Sales Manager …

User Adoption for Microsoft Dynamics 365 CRM - Plan your journey with best practices, and right tools! Read More »

Change is hard. From the very start of your CRM implementation project, you must work harder to instill a culture of positivity, not negativity. Too many times, users complain at the water cooler (or a virtual water cooler) about "how awful the new CRM system is." Then, they figure out ways to get around using …

The Power of Wish Lists on Positive CRM User Adoption Read More »

Do you know a process isn’t working but you work around it every single day? Every business reaches plateaus where they can no longer maintain or achieve better results with their current approach and processes. Before you can successfully implement and adopt new business processes, you must first have a working understanding of where you …

Four Critical Steps to Evaluating Your Business Processes Read More »

Microsoft Dynamics 365 for Sales is a powerful solution that collects and analyzes customer data and reveals it in context to help your sales reps build and maintain relationships with your customers. Moreover, it brings sales analytics together in dashboards for easy reference, which you can leverage for further sales training and coaching. In addition …

Learn About CPQ for Microsoft Dynamics 365 CRM Read More »

The way of communication between businesses and customers has evolved significantly. People are too busy to contact you through calls or emails to address every small detail and then wait to reach the correct agent or emails. It is irritating, error-prone, and time-consuming. So, even if your business has great products and services to offer, …

Dynamics 365 Portal is a Genie to Increase Your Sales. Read to Know How! Read More »

  As previously announced, Microsoft has deprecated the ARC (automatic record creation) rules and SLA (service-level agreements) items in the Dynamics 365 Customer Service web client.  The intention is for these components to be migrated to and accessed from the Unified Interface.  Currently, Microsoft has set the end of life date for these features in …

Be prepared for ARC and SLA deprecation Read More »

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