Lisa had visited Nina’s house on a Weekend. For the past few weeks, Nina had been Lisa’s teacher for Maplytics, the 5-star rated geo-mapping app of the Microsoft AppSource and Lisa was able to convince her management to buy Maplytics license for their organization with a foolproof documentation and presentation. “I owe this carefree weekend to you. Had it...

By default, all the changes that Makers made in an unmanaged solution, will be stored in the solution named Common Data Services Default Solution / Default Solution. In general, the best approach is to create a New Solution and Make the changes to an existing components or create some components after creating a solution with...

Customer relationship management (CRM) systems have become an essential tool for businesses of all sizes, enabling them to manage customer interactions, streamline sales processes, and enhance customer satisfaction. However, successfully implementing a CRM system and achieving high CRM adoption rates can be a challenge. To overcome these challenges and maximize the benefits of your CRM...

    Microsoft Power Automate, previously known as Microsoft Flow, is a cloud-based service that allows you to automate workflows and integrate various applications and services without the need for extensive coding. It enables you to create automated processes, called flows, that can be triggered by various events, including HTTP triggers. An HTTP trigger in...

Alongside its native offerings, Microsoft Dynamics 365 also benefits greatly from a range of third-party apps. Specifically considering Microsoft Dynamics 365 apps for document management, you can see they significantly enhance the platform’s native document handling capabilities, offering businesses a comprehensive and secure solution for their document management needs. This article outlines the top five...

The 2023 Wave 2 Releases for Dynamics 365 are currently underway with countless new capabilities already available for use. Some of these exciting new features include AI capabilities and enhancements, more personalized customer journeys, easier ways to create automated workflows, and more. With these new capabilities, users are empowered to build solutions with AI-guided insights...

In today’s rapidly evolving digital landscape, businesses are continually seeking robust solutions to streamline their operations and enhance customer relationships. This pursuit often leads to a critical decision: choosing the right Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) software. Two standout solutions in this arena are Microsoft Business Central and Dynamics 365. Each...

Choosing the right Dynamics 365 consulting partner is a decision that can significantly impact the success of your business. In the fast-paced digital world, having a robust and efficient Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) system is essential. Microsoft Dynamics 365 stands out as a versatile and powerful suite that can transform...

Dynamics 365, a robust suite of business applications, has transformed how organizations manage their customer relationships and business processes. Implementing such a comprehensive system, like Microsoft Dynamics 365, requires a strategic approach to maximize its benefits. This guide serves as a beacon for businesses embarking on their journey with Dynamics 365 implementation.   Image Source:...

As a Microsoft Dynamics 365 CRM Sales Manager, you know how important it is to communicate effectively with your customers. You want to reach them on their preferred channel, provide them with relevant information, and build trust and loyalty. But how do you know which channel is the best for your customers? To answer this...