CRM Software Logo

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

 
 

 

One of the important roles of Dynamics 365 CRM is to provide structured document management functionalities. As documents in Dynamics 365 CRM are stored as attachments or Note records, managing large number of documents becomes quite complex. And the higher the size of the database, the costlier it gets for buying more storage. Hence, a […]

continue reading...

 

A lot of factors play a role in CRM (Customer Relationship Management) implementation success. Starting with research and going all the way through training, adoption, and ongoing support. If you are considering a new or updated CRM solution, such as Microsoft Dynamics 365/CRM,  choosing the right solution, the right partner, and the right approach will […]

continue reading...

 

Do you find it hard to manually allocate work items to your team in Dynamics 365 CRM/Power Apps? Are you looking for a better way to allot/assign work items in Dynamics 365 CRM/Power Apps? Presenting to you, one of our Preferred Apps on Microsoft AppSource - Round Robin Routing & Assign –  a productivity app […]

continue reading...

 

The thing about Dynamics 365 email attachments is that they take up space. Lots of space. And then you have other kinds of attachments, for example in Notes, and those take up space too... In this article, we will start by looking at the three main reasons you should not keep your attachments inside Microsoft […]

continue reading...

 

New Features in Microsoft Teams Recently Microsoft announced new Teams capabilities, as Microsoft continues to improve the app’s performance – in their continual battle to beat Zoom in the video conferencing space. The four areas of main focus were new meeting room experiences, new calling/ chat/ collaboration features, new Microsoft 365 Integrations, and Power Platform […]

continue reading...

 

Dynamics 365 Marketing is a powerful application within Dynamics 365 that allows for the easy management and deployment of digital marketing campaigns. Included within this is the ability to create and schedule social media posts.. As part of Dynamics 365 and the greater Microsoft suite of business apps, Dynamics 365 Marketing allows for easy integration […]

continue reading...

 

In today’s business landscape that has an increasing amount of salespeople working remotely, it is more important than ever that organizations have a collaboration platform in place that complements and supports CRM sales activities.   Interested in learning how the latest updates to Microsoft Teams improves collaboration and shared information for sales, service and the […]

continue reading...

 

When you’re working with data, not only do you need it quickly, but you also need it in a readable format, especially when you’re working with your CRM system. JSON (JavaScript Object Notation) is one way you can get data faster and in a more readable format with little to no coding experience.   JSON […]

continue reading...

 

When working with data, it is very crucial to maintain the correctness of the data. The correctness of data leads to reliable and effective decision making that helps in driving sales. Dynamics 365 CRM being a data-driven platform, a user cannot afford to make mistakes. But it is not possible to not make mistakes when […]

continue reading...

 

Several organizations of all sizes are moving away from their on-premise data centers to the flexibility and scalability of the cloud. While there are thousands of cloud computing services available, one of the most popular is Microsoft Azure, a cloud computing platform designed by Microsoft. But what is Microsoft Azure and why is it so […]

continue reading...
 

 
 
Show Buttons
Hide Buttons