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

 
 

 

A bug was found about the 14th July 2018 in CRM Online release 8.2.2.2060, and now in release 9.0.2.1087, when using CRM Workflow step Perform Action>SetWordTemplate  to create document from Word Template, and attach the Word Document to a Note. At the end of the Word document there is additional text WordTemplateExportRecordid: followed by one […]

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Microsoft is changing the way Microsoft Dynamics 365 updates will be delivered: major cloud updates will be deployed twice a year in April and October to provide new capabilities and functionality to all Dynamics 365 users. These updates will be backwards compatible, while regular performance updates will be rolled out throughout the year as before, […]

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You’re rushing to get to a critically important meeting. Maybe you’re running a bit late, but no worries. You’re prepared, with everything you need right on your trusty laptop. You get to the venue, prepare to set up your materials, power on your laptop. Oh no…it won’t power on. It’s dead. Not the battery, not […]

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What is worse than the mundane task of time entry? The frustrating task of trying to collect and approve time from an entire team. The “timesheet police” at a consulting company have a thankless job. Fortunately, the right time entry tool for your Microsoft Dynamics 365 system can actually make life easier for everyone. Easy […]

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Your CEO wants to grow your company and realizes that a full service, integrated CRM like Microsoft Dynamics 365 will be an important part of your strategy. Your sales team is a bit hesitant. They don’t want to be micro-managed by an inflexible, automated sales process. Implementing CRM (Customer Relationship Management) software can transform a […]

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I’m guessing you regularly service your car, changing the oil and performing a maintenance check when it’s recommended by the manufacturer. Neglecting regular maintenance could mean a shorter and more troublesome life for your vehicle. The same principle apples to your CRM software solution. It’s not based on mileage, but your CRM should be checked […]

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If you’re in the market for Microsoft Dynamics 365/CRM, you no doubt want to know how much it will cost. Even the best business process software won’t help you if it doesn’t fit with your budget. But it has been notoriously hard to track down the cost of CRM software without actually engaging a partner […]

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Any business using a contact center treats it as a cost center. From a financial perspective, this makes sense.   A good conversation with a customer creates a lot of value. The problem is that it's usually intangible. In business, you need numbers to show your value … numbers like revenue that offsets costs. The […]

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In CRM, customizing usually refers to CRM extensions, which may require custom coding or development utilizing the CRM Software Development Kit (SDK). On the other hand, configuring refers to the ability to adopt Out of The Box functionalities to achieve business goals. While customization can be explained using configuration and development; configuration encompasses the use […]

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Overview of Dynamics 365 for Marketing October '18 release Dynamics 365 for Marketing delivers comprehensive capabilities for creating and running multi-channel campaigns to generate leads for your sales team using simple drag-and-drop design tools. In the October '18 release, new capabilities include account-based marketing and deeper LinkedIn integration. The marketing app also supports additional languages […]

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