Embarking on a journey to migrate your law firm’s CRM is a pivotal decision. Whether transitioning from an outdated legacy or aiming for enhanced capabilities, a successful migration demands immense planning. In this post, we explore five essential steps for a seamless CRM migration to legal360 and the Microsoft Cloud.  Step 1: Assess Legacy CRM...

    Microsoft Power Pages is a secure,  enterprise-grade platform for creating, hosting, and managing modern business websites with little to no code. It is part of the Microsoft Power Platform family, which also includes Power Apps, Power Automate, Power BI, and Power Virtual Agents. Liquid vs. JavaScript When you’re working with power pages it...

Follow my earlier articles to know more about Microsoft Power Apps Developer Environments. What is Microsoft Power Apps Developer Plan? Microsoft Power Apps Developer Plan vs Power Apps Trial 30 days How to create Microsoft Power Apps Developer Plan Environment? Please like and share your valuable feedback on this article and follow my blog to get my articles to...

In my earlier articles, I had explained about the, Microsoft Power Apps Developer Plan Microsoft Power Apps Developer Plan vs Power Apps Trial 30 days And in this article, will explain about the creation of Microsoft Power Apps Developer Plan environment. Pre-Requisite: Click on the below link and create a Microsoft Edge or Google Chrome Profile...

Dynamics 365 training in a large enterprise organization might seem a bit overwhelming. In this article, we hope to demystify the process, offering you clear and actionable steps to ensure a smooth and successful rollout.   So, let’s dive in.  Identify Training Goals and Objectives  To make sure you are set up for success with your...

In today’s dynamic business world, staying ahead of the curve often means embracing innovative technologies. Agile Configure, Price, Quote (CPQ) and Contract Lifecycle Management (CLM) solutions, in conjunction with Dynamics 365, have emerged as pivotal elements in this arena. These tools not only streamline the sales process but also usher in a new era of...

In today’s fast-paced business world, effective communication is key to success. For companies using Microsoft Dynamics 365 CRM, integrating SMS messaging can be a game-changer, transforming your sales, customer support, promotions, and marketing campaigns. Introducing TextSMS4Dynamics: TextSMS4Dynamics is the ultimate solution for seamless SMS integration directly within Dynamics 365 CRM. Eliminate platform switching and experience...

Contract Management is vital to the success of many companies. Contracts govern partnerships, solidify business agreements, and ensure the flow of revenue. Effective contract management software enables collaboration between your sales, legal, and procurement teams. It also facilitates negotiations and approvals while ensuring compliance, controlling costs, and minimizing risk. But how do you choose the...

In today’s fast-paced business world, building real connections with customers is key for lasting growth. Dynamics 365 steps up as a crucial tool, packed with features to make interactions smoother and boost engagement. In this blog post, we’ll dive into why customer relationships matter, explore how to use Dynamics 365 effectively, and share smart tips...

The case As a Power Platform admin I want to remediate the Default environment to deploy a DLP policy so I could get to the Power Platform maturity level 200 for the Admin and Governance. Olena We notified users with non-compliant assets to back up or move their apps and automation, as they are going...