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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

 

The multi-select field within Dynamics 365 (CRM) was introduced with the release of version 9.0 (July Update). This new field opens up new possibilities for System Administrators and Customizers. How to Create the Multi-Select Field in Dynamics 365 So, let's get started with creating this new field. Once the field is added, we can do […]

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Microsoft Dynamics 365 (CRM) and Salesforce. If you are evaluating a customer relationship solution for your organization, odds are pretty good that you have come across the names of these two leading CRM platforms. Just like Coke vs Pepsi these two technologies have many similarities.  But how do they really compare to each other? If […]

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Are you a LinkedIn user? Do you use it as a lead generation tool? I recently attended a session on the LinkedIn Sales Navigator. This is different from Insights and the LinkedIn Application for Talent. This is the tool targeted towards salespeople to mine their LinkedIn channel for potential leads. Based on my experience as […]

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Did you know that, according to Forrester, 93 percent of online experiences begin with a search engine? That’s why search engine optimization (SEO) is so important for brands today. As the only marketing automation and email marketing solution that’s natively embedded in Microsoft Dynamics 365, ClickDimensions is committed to helping Dynamics 365 and CRM users […]

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What are Vector Images? We've been exploring the Preview of Dynamics 365 Potassium (v9) and are eager to share some of the cool new features with you!  One in particular is the added support of Vector Image Web Resources with a type of SVG.  SVG is short for scalable vector graphics and is a common W3C […]

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Virtual entity is a custom entity that has fields containing data read from an external data source, a feature released in Dynamics 365 version 9. With virtual entities you connect directly to external data source, and data is displayed at runtime, rather than stored in CRM database, as with “normal” entities. The data source can […]

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Microsoft Dynamics 365 ♥ Azure App Services Peanut Butter & Jelly ..... Cookies & Milk ..... Han Solo & Chewbacca There's been some great pairings that have stood the test of time.  Individually they each have their unique strengths, but combining them makes an unstoppable duo!  I've been working in the Microsoft space for my entire career, […]

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Membership Management Means Listening to your Members Most associations and non-profit organizations thrive by establishing relationships with their members. It’s important to listen to your membership, understand what they need and what is important to them, so you can deliver it. What happens when your members have gone silent? How quickly did you notice that […]

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If you are in the market for a CRM (Customer Relationship Management) solution, one of the first questions you’ll have is, “how much will it cost?”.  A top CRM solution like Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) may be worth its weight in gold to your business but, how much gold are we talking […]

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Since CRM Word Templates was introduced in CRM 2016, more CRM users are now generating documents with CRM than ever. Documents generation in CRM is a one click function. Together with Dynamics PDF-Docs, the document is PDF, attached to the record’s Notes, and to Email as an attachment, a process that saves user’s time and […]

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