CRM Software Logo

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

 
 

 

By Greg Inks, Cloud Services Practice Lead Everyone knows who Sarah Connor is…at least those of us who remember “The Terminator.” This iconic movie of the late 20th century told the story of a super computer (Skynet) that became self-aware and took over the world. Advanced computing power and sophisticated programming combined to teach a […]

continue reading...

 

Data Validation If you’ve been tasked with integrating data, then you know there are a wide variety of challenges that you must overcome. Every time I’m asked to programmatically import large data sets from a flat file like a CSV or Excel sheet, I think about how Forest Gump would react. If he was a […]

continue reading...

 

Have you noticed, no Delete Record step is available in CRM Workflow? You can Create, Update & Assign, but no delete function. Sometimes, records are created temporarily and then need to be deleted immediately thereafter or within set period of time, after they are created. Download this FREE workflow solution with delete function, found in […]

continue reading...

 

Summer is here. You can expect that with it will come heat waves and broken air conditioners. Is your HVAC field service up to the job when multiple clients all lose service at the same time? Here are 4 tips to help your HVAC company keep up with summer service demand as the days get […]

continue reading...

 

Upload documents from CRM to SharePoint, with ONE click Configure which entity you wish to integrate with SharePoint – In this example it's the Invoice Entity. Any entity can be configured. You control the location to save in SharePoint and which attribute from the record is updated in SharePoint metadata columns. Click SPO button and […]

continue reading...

 

Microsoft recently announced new enhancements that are coming to Microsoft Dynamics 365. As a result, these enhancements will bring exciting new features to the Dynamics 365 Enterprise Edition and the Business Edition. Dynamics 365 Enterprise Edition User interface refresh (applies to all the Enterprise edition web apps) Due to the changes, the user interface has […]

continue reading...

 

Did you know that less than 12% of visitors to your website take any action? How do you leverage website visit data to engage with visitors and drive conversions? Join us to learn how. Most visitors to your website have an interest in your products/services or they wouldn't be visiting in the first place. If […]

continue reading...

 

Dynamics PDF-Docs is one of the most popular add on for Dynamics CRM and Dynamics 365,  featuring  one click function to PDF CRM Word Template, attach them to Emails, and Notes, from the user interface, and with CRM workflow, and upload documents to SharePoint. With such popularity. It just makes sense that when users find […]

continue reading...

 

MS Dynamics 365 for Sales vs Salesforce | Learn more about Dynamics 365 for Sales features Continuing from our previous blog post, we’ll further discuss the process of capturing leads and how to develop them into potential customers. Now that you’ve established your workflow and have found some promising leads, the next step towards gaining new customers […]

continue reading...

 

The times, they are a changin’!   With last year’s re-branding of Dynamics CRM to be included with the multiplex that is now Dynamics 365, we were all given a ticket to ride yet another Microsoft roller coaster. Using Microsoft CRM internally and developing solutions for this platform, our team has paid close attention to […]

continue reading...
Page 5 of 354« First...34567...102030...Last »
 

 
 
Show Buttons
Hide Buttons