Power BI has matured beyond visualization. In its next-generation form, it functions as an AI-enabled intelligence layer – but only when it is architected correctly for Dynamics 365. This is where organizations working with Dynamics 365 specialists like DynaTech begin to see a measurable shift from reporting to decision intelligence. Most enterprises underestimate how deeply...

Dynamics 365 views are not limited to displaying lists of records. They can also be used to summarize and analyze data using grouping and totals. Grouping Records Users can group records in a view by: Text fields like State or Country Choice fields such as status or stage Date fields, grouped by year, quarter, or...

We are witnessing the final days of passive data management. The future belongs to the intelligent enterprise, where your CRM doesn’t just record history…it shapes it. At congruentX, we believe that true innovation lies in how we leverage the tools we possess to drive meaningful change. As the landscape of business evolves, enterprises are increasingly...

An Evaluation of Microsoft Dynamics 365 CE for Organizations Using Salesforce Salesforce is used by organizations as a CRM system to manage customer data, track activity, and support sales, marketing, and service teams. Microsoft Dynamics 365 CE provides these comparable capabilities while also adding flexibility, integration, and alignment across a variety of business processes and...

Are you building a system that only follows orders, or are you cultivating a digital workforce that actually thinks? Let’s be honest: most “automation” in the last decade was just a faster way to do dumb things. We built scripts to move data from Field A to Field B, and we patted ourselves on the...

Getting users to consistently tag documents with SharePoint metadata is a challenge for any team that has integrated Dynamics 365 Customer Engagement with SharePoint. Yes, having the right metadata tags is useful for document retrieval, automation, and compliance. Nonetheless, most users see tagging with metadata as annoying extra work. It’s understandable, as they need to...

Microsoft Dynamics 365 provides a wide range of convenient tools for IT teams to deliver efficient and accurate reporting of business partner data. A common request, particularly in sales, involves displaying year-to-date values for various fields (revenue, costs, units sold). It seems simple enough. However, complications can arise when aggregating data across multiple entities in...

Selecting the right columns in a view is important, but column layout plays an equally important role in usability. Dynamics 365 and Power Apps provide several ways to rearrange and resize columns so data is easier to scan and compare. Rearranging Columns Columns can be reordered in multiple ways: Through the Edit Columns experience Using...

Like many of you, I paid close attention when the President of the United States recently announced his proposed healthcare solution. Regardless of where you land on policy, moments like this matter for one simple reason: they signal change. And change always has consequences for how benefits agencies operate, whether we want it or not....

Top-performing sales reps consistently exceed expectations because they’ve learned how to sell smarter with Dynamics 365. By reducing administrative tasks and equipping sellers with AI insights, real‑time analytics, and smooth Microsoft 365 integration, Dynamics 365 Sales keeps the focus exactly where it belongs: on winning more business. It’s clear why sales teams praise how much...