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

 
 

 

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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Workflow triggers Are you using Dynamics 365 to compliment your workforce automation?  Dynamics 365 allows both admins and developers to automate processes such as performing routine business calculations, sending friendly reminders to end users or customers, creating scheduled activities and much more!  These processes are often controlled by Workflows.  Workflow processes can be triggered by […]

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Microsoft Dynamics 365 Version 9 will shortly be available as an upgrade. In our latest webinar we introduced the important changes in Version 9 to an audience of Dynamics users. A recording of this event is now available. D365 Version 9 sees Microsoft deliver on its promise of an app-centric structure by separating the code […]

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Your organization runs on data and the more automated and streamlined your data management processes, the more successful you will be at optimizing your operations. With today’s technology, you can easily transform many of the manual processes that fill your employees’ workdays, freeing them up for more productive tasks. Connecting and exchanging data across your […]

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Microsoft Dynamics 365 App for Outlook has gotten faster, smarter, and more convenient. Connecting the CRM piece of Dynamics 365 with Outlook makes it easy to track emails, tasks, and appointments without installing any additional software. With the app, you can create records and view information from Dynamics 365 and use your email templates, sales […]

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The release of Dynamics 365 Version 9.0 at the beginning of October brought new options within the System Settings. So, let’s look at the some of these new options. Text Wrapping for Field Labels Although this is a small option setting, it can make a difference in the form layouts. You may have noticed in […]

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